To authorize or reject client/solution package assignments

From the Solution Assigner Authorization Req'd Tab:

  1. On the CitiDirect navigation bar, click Activation, and then click Solution Assigner.  The Solution Assigner Summary Form appears.

  2. Click the Authorization Req'd Tab.  All client/solution package assignments with an "Authorization Required" status that you are entitled to authorize are listed.

  3. Select the client/solution package assignment you want to authorize.  To select multiple assignments, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  4. Click Authorize.

    –OR–

    Click Reject to indicate that the client/solution package assignments must be deleted.  A Reason dialog box appears.  Enter a reason for rejecting the assignment, and then click OK.  If multiple assignments were selected, you must enter the same reason for all.  If the same reason does not apply, select and delete each client/solution package assignment individually.

From the Solution Assigner Detail Form:

  1. Repeats steps 1 through 3 listed above.

  2. Click Go to Details.  The Solution Assigner Detail Form appears.

  3. Review the client/solution package assignment details and click Authorize.  If multiple assignments were selected, the next selected assignment appears.  Note:  If you do not want to authorize a client/solution package assignment, click Next to view and authorize the remaining assignments.  If no other assignments were selected, click Next or Authorize to return to the summary form.

    –OR–

    Click Reject to indicate that the client/solution package assignment must be deleted.  A Reason dialog box appears.  Enter a reason for rejecting the assignment, and then click OK.  If multiple assignments were selected, the next selected assignment appears.  Note:  If you do not want to reject or authorize a client/solution package assignment, click Next to view and authorize the remaining assignments.  If no other assignments were selected, click Next or Authorize to return to the summary form.

Notes: