CA Workspace Function - Delete Scenarios

Scenario 1: Delete Credit Application in Draft Stage

Details

Step 1

From the Tree Menu, search for the CA Workspace function, and then click once on it.

Step 2

By default, system will display all the available related task cards on the screen.

Step 3

Proceed to click once on the 'My Draft' task card.

Step 4

System will display the list of credit applications parked under the selected task card.

Note: The number appears on each card indicates the total number of credit applications under that particular workflow stage.

Step 5

Mouse over a relevant credit application record and then click once on it.

Step 6

System will display the details of the selected credit application.

Step 7

Proceed to click once on the Delete button.

Step 8

System will prompt a submission confirmation message. Click once on the Yes button.

Step 9

The application will no longer appear at this 'CA Workspace' function. However, the application record still existed in database, tagged with the 'DRP - Dropped' status.

Note: Deleted draft application can still be viewed in system via the 'CA Enquiry' function.