To authorize or send to repair a US Disbursements service request

Requests can be authorized or sent to repair from the Authorization Req'd Tab or the Service Request Detail form.

From the Authorization Req'd Tab:

  1. On the CitiDirect navigation bar, click US Disbursements Services.  The US Disbursements Service Summary Form appears.

  2. On the Authorization Req'd Tab, select the request that you want to authorize.  To select multiple requests, drag down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  3. Click Authorize.  A Processing dialog box appears and closes.  Once the process is complete, the request moves to the next state as defined in the process flow.

    –OR–

    Click Send to Repair.  A Reason dialog box appears.  Enter the reason why the request must be repaired and click OK.  If you selected multiple requests to return for repair, the same reason is attached to all.  If the same reason does not apply, select each profile and return it for repair separately.  The request is listed on the Repair Req'd Tab with a "Repair Req'd" status.

From the US Disbursements Service Detail Form:

  1. Follow steps 1-2 from above.

  2. Click Go to Details.  The details of the first selected service request appear on the Service Request Detail Form.

  3. Review the details of the request and click Authorize.

    –OR–

    Click Send to Repair to indicate that the request must be repaired.  A Reason dialog box appears.  Enter the reason for the repair and click OK.  The account assignment record is moved to the Repair Req'd Tab and its status changes to "Repair Req'd."

  4. If multiple requests were selected on the Authorization Req'd Tab, the details of the next selected request appears.  If you do not want to authorize the current request, click Next to view the details of the next assignment.  When the detail form contains the details of the last selected request, click Next or Authorize to return to the summary form.

Notes: