From the Authorization Required Tab:
On the CitiDirect navigation bar, click Maintenance, and then click Automated File and Report Delivery. The Automated File and Report Delivery Summary Form appears.
Click the Authorization Req'd Tab. All scheduled events with a status of "Authorization Req'd" or "Authorization Required for Delete" that you are entitled to authorize are listed. Note: If you submitted, modified, or deleted a scheduled event, you cannot authorize it.
Select the scheduled event you want to authorize. To select multiple scheduled events, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.
Click Authorize. If only one level of authorization is required, the scheduled event is submitted for processing, and the next selected scheduled event appears.
–OR–
Click Send to Repair to indicate that the scheduled event contains errors and must be repaired. A Reason dialog box appears. Enter a reason for the repair and click OK to close the dialog box. All selected scheduled events are moved to the Repair Required Tab and their status changes to "Repair Req'd." Note: If you are returning multiple scheduled events for repair, the same reason will apply for all scheduled events. If the same reason does not apply, select each scheduled event individually.
–OR–
Click Reject to reject (delete) the scheduled event. A Reason dialog box appears. Enter a reason for rejecting the scheduled events and click OK to close the dialog box. Note: If you are rejecting multiple scheduled events, the same reason will apply for all scheduled events. If the same reason does not apply, select each scheduled event individually. Note: Rejecting a scheduled event with a status of "Authorization Required" will delete the scheduled event. Rejecting a scheduled event with a status of "Authorization Required for Delete" will return the status to "Scheduled."
From the Automated File and Report Delivery Details Form:
Select scheduled events as described in steps 1 through 3 above.
Click Go to Details. The details of the first selected scheduled event appear on the Automated File and Report Delivery Detail Form.
Review the details of the scheduled event and click Authorize. If only one level of authorization is required, the scheduled event is submitted for processing, and the next selected scheduled event appears.
–OR–
Click Send to Repair to indicate that the scheduled event must be repaired. A Reason dialog box appears. Enter the reason for the repair and click OK to close the dialog box. The scheduled event is moved to the Repair Req'd Tab with a status of "Repair Required," and the next selected scheduled event appears.
–OR–
Click Reject to reject (delete) the scheduled event. A Reason dialog box appears. Enter a reason for rejecting the scheduled event and click OK to close the dialog box. Note: Rejecting a scheduled event with a status of "Authorization Required" will delete the scheduled event. Rejecting a scheduled event with a status of "Authorization Required for Delete" will return the status to "Scheduled."
If you do not want to change the status of the current scheduled event, click Next to view the details of the next scheduled event selected on the Authorization Req'd Tab. When the details of the last selected scheduled event have been reviewed, click Next, Authorize, Reject, or Send to Repair to return to the summary form.
Notes:
To return to the summary form at any time, click Return to Summary.
For information on the Other Options available, click here.