Based on Flow Control requirements new, modified, and deleted report layout assignments may require authorization. Report Layout Assignments may be authorized from the Authorization Req'd Tab or the Report Layout Assigner Detail Form.
From the Authorization Req'd Tab:
On the CitiDirect navigation bar, click Maintenance, and then click Report Layout Assigner. The Report Layouts Assigner Summary Form appears.
Click the Authorization Req'd Tab. All report layout assignments with an "Authorization Required" or "Delete Authorization Required" status that you are entitled to authorize are listed.
Select the report layout assignment you want to authorize. To select multiple report layout assignments, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
The Report Layout Assigner Detail Form appears listing detailed information for the first selected report layout assignment.
Click Authorize.
–OR–
Click Reject. A Reason dialog box appears. Enter a reason for rejecting the report layout assignment and then click OK. If report layout assignments were selected, you must enter the same reason for all report layout assignments. If the same reason does not apply, select and delete each report layout assignment individually.
If more than one report layout assignment was selected on the summary form, click Next. The details of the next report layout assignment selected on the summary form appear. If you do not want to authorize/reject a report layout assignment, click Next to view and authorize the remaining report layout assignments. Once the details of the last selected report layout assignment have been viewed, click Next to return to the Authorization Required Tab.
From the Report Layouts Assigner Details Form:
From the Authorization Req'd Tab, select the report layout assignment you want to authorize. To select multiple report layout assignments, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click Go to Details. The Report Layout Assigner Detail Form appears listing detailed information for the first selected report layout assignment.
Review the report layout assignment details and click Authorize. If multiple report layout assignments were selected, the next selected report layout assignment appears. Note: If you do not want to authorize/reject a report layout assignment, click Next to view and authorize the remaining report layout assignments. If no other report layout assignments were selected, click Next to return to the Authorization Req'd Tab.
–OR–
Click Reject to indicate that the report layout assignment must be repaired. A Reason dialog box appears. Enter a reason for rejecting the report layout assignment, and then click OK.
Notes:
To return to the summary form at any time, click Cancel.
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 out detailed information about the report layout assignment, click the Print Button at the bottom of the left side of the summary form.