To add a profile to the Order Symbol Library

1. On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance.  The Library Maintenance Summary Form appears.  All libraries to which you are entitled are listed by service class.

2. Select the Order Symbol library, and then click OK.  The Order Symbol Summary Form appears.  Note:  To find the Ordering Symbol Library quickly, click Search.

3. Click the Input Tab, and then click New.  The Order Symbol Detail Form appears.  Note:  A red asterisk ( * ) indicates required fields.

4. In the Order Symbol field, enter a symbol.

5. In the Group Number field, enter a group number.

6. In the Mandatory Form field, enter a 0 or 1.  Note:  If Mandatory Form is 1, then Period Range can not be blank.  If Mandatory Form is 0, then Period Range must be blank.

7. Click Submit to save and submit the library profile for validation.  The profile moves to the next step in the process as defined by Flow Control requirements.

Notes:

• To return to the summary form, click Return to Summary.

• To print the details of the current profile, click Print.

• To clear all information for the current profile, click Clear.