The Solution Assigner Summary Form contains the process tabs needed to view the clients and their assigned solution packages, assign new solution packages, modify solution package assignments, authorize, and activate new or modified solution package assignments.
Input: To view the existing client/solution package assignments, modify solution package assignments, or assign new solution packages to clients.
Authorization Req'd: To view a list of solution package assignments awaiting authorization and authorize selected solution packages for clients.
Pending Activation: To view a list of solution packages awaiting activation and activate selected solution packages.
View: To view a list of all solution package assignments, regardless of status.
Notes:
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information on the summary form, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.