Synergi User Manual

Overriding Status Monitoring Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Overriding Status Monitoring (Panel)
Function Name	This is the brief description of the respective system function that has been performed with an action that requires override by supervisor(s), e.g., Customer Maintenance.
Action	This is the action performed on a system function, e.g., Insert and Update, that requires override by supervisor(s). Note: Different functions or reports can have different actions.
Maker	This is the user identity number of the maker who has made the override request on the action performed on a function.
Date	This is the date that an action has been performed or created on a function in the system of which override by supervisor(s) are required.
Reference	This is the unique identification number for the respective record of action performed on a function in the system.

Overriding Status Monitoring (Panel)

Function Name

This is the brief description of the respective system function that has been performed with an action that requires override by supervisor(s), e.g., Customer Maintenance.

Action

This is the action performed on a system function, e.g., Insert and Update, that requires override by supervisor(s).

Note: Different functions or reports can have different actions.

Maker

This is the user identity number of the maker who has made the override request on the action performed on a function.

Date

This is the date that an action has been performed or created on a function in the system of which override by supervisor(s) are required.

Reference

This is the unique identification number for the respective record of action performed on a function in the system.

This panel will be displayed upon the function screen opened.
The purposes of this panel is for user to do the followings:-
- View the list of functions of which some actions have been performed that requires override by supervisor(s) to proceed.
- Access point to view the details of the presently assigned checker to perform the override on a certain function’s actions.

Checker Reassignment (Panel)
Reassign	This is the button to be clicked once, to trigger the 'Override Reassignment' pop-up window for user who is the maker or system administrator to perform override reassignment.
Reference	This is the unique identification number for the respective record of action performed on a function in the system.
Checker	This is the user identity number of the checker (the supervisor) who has been assigned to perform override.
Supervisor Level	This is the checker’s user level, such as 1 - Teller, 5 - Supervisor, 7 - Manager and so forth, dependent on the user roles and level set up for the respective bank or financial institution.
Status	This is the status of the respective request for override on action performed on a function in system, e.g., P - Pending or RA - Reassigned.

Checker Reassignment (Panel)

Reassign

This is the button to be clicked once, to trigger the 'Override Reassignment' pop-up window for user who is the maker or system administrator to perform override reassignment.

Reference

This is the unique identification number for the respective record of action performed on a function in the system.

Checker

This is the user identity number of the checker (the supervisor) who has been assigned to perform override.

Supervisor Level

This is the checker’s user level, such as 1 - Teller, 5 - Supervisor, 7 - Manager and so forth, dependent on the user roles and level set up for the respective bank or financial institution.

Status

This is the status of the respective request for override on action performed on a function in system, e.g., P - Pending or RA - Reassigned.

This panel will be displayed after user has mouse over a record displayed at the Overriding Listing panel, then click once on the icon.
The purposes of this panel is to allow user to do the followings:-
- View the brief details of the presently assigned checker for override.
- Access point to the 'Override Reassignment' pop-up window, to perform override task reassignment.

Override Reassignment (Pop-Up Window)
Current Checker	This is the present checker (supervisor) who has been assigned to perform override.
Reassign To	This is the new checker (supervisor) to be reassigned to perform override.

Override Reassignment (Pop-Up Window)

Current Checker

This is the present checker (supervisor) who has been assigned to perform override.

Reassign To

This is the new checker (supervisor) to be reassigned to perform override.

This window will pop up after user has click once on the Reassign button of a record, at the Checker Reassignment panel.
The purpose of this window is to allow user to select the new checker (supervisor) to be reassigned to perform override task on a function.

<Rejected Overriding> (Panel)
Create Date	This is the date that an action has been performed or created on a function in the system of which override by supervisor(s) are required. Note: This is the criterion to further filter or narrow down the list of rejected override requests.
Function Name	This is the brief description of the respective system function that has been performed with an action that requires override by supervisor(s), e.g., Customer Maintenance. Note: This is the criterion to further filter or narrow down the list of rejected override requests.
Maker ID	This is the user identity number of the maker who has made the override request on the action performed on a function. Note: This is the criterion to further filter or narrow down the list of rejected override requests.
Date	This is the date that an action has been performed or created on a function in the system of which override by supervisor(s) are required.
Reference	This is the unique reference for the respective transaction or maintenance that has been performed or created in system.
Function Name	This is the brief description of the respective system function that has been performed with an action that requires override by supervisor(s), e.g., Customer Maintenance.
Maker	This is the user identity number of the maker who has made the override request on the action performed on a function.
Action	This is the action performed on a system function, e.g., Insert and Update, that requires override by supervisor(s). Note: Different functions or reports can have different actions.
Status	This is the status of the respective request for override on action performed on a function in system, e.g., Rejected.
Remarks	This is the additional description relating to the rejected override request.

<Rejected Overriding> (Panel)

Create Date

This is the date that an action has been performed or created on a function in the system of which override by supervisor(s) are required.

Note: This is the criterion to further filter or narrow down the list of rejected override requests.

Function Name

This is the brief description of the respective system function that has been performed with an action that requires override by supervisor(s), e.g., Customer Maintenance.

Note: This is the criterion to further filter or narrow down the list of rejected override requests.

Maker ID

This is the user identity number of the maker who has made the override request on the action performed on a function.

Note: This is the criterion to further filter or narrow down the list of rejected override requests.

Date

This is the date that an action has been performed or created on a function in the system of which override by supervisor(s) are required.

Reference

This is the unique reference for the respective transaction or maintenance that has been performed or created in system.

Function Name

This is the brief description of the respective system function that has been performed with an action that requires override by supervisor(s), e.g., Customer Maintenance.

Maker

This is the user identity number of the maker who has made the override request on the action performed on a function.

Action

This is the action performed on a system function, e.g., Insert and Update, that requires override by supervisor(s).

Note: Different functions or reports can have different actions.

Status

This is the status of the respective request for override on action performed on a function in system, e.g., Rejected.

Remarks

This is the additional description relating to the rejected override request.

This panel will be displayed after user has clicked once on the View Rejected Override button.
The purpose of this panel is for user to view the transaction or maintenance performed in system that have been earlier requested for supervisor’s override, of which have been rejected subsequently.

Rejected Overriding Details (Pop-Up Window)
Checker ID	This is the user identity number of the checker (the supervisor) who has been assigned to perform override.
Supervisor Level	This is the checker’s user level, such as 1 - Teller, 5 - Supervisor, 7 - Manager and so forth, dependent on the user roles and level set up for the respective bank or financial institution.

Rejected Overriding Details (Pop-Up Window)

Checker ID

This is the user identity number of the checker (the supervisor) who has been assigned to perform override.

Supervisor Level

This is the checker’s user level, such as 1 - Teller, 5 - Supervisor, 7 - Manager and so forth, dependent on the user roles and level set up for the respective bank or financial institution.

This window will pop up after user has mouse over a record at the Rejected Overriding Listing panel, and then click once on the icon.
The purpose of this window is to allow user to view the brief details for the assigned checker (supervisor) of which the override request has been rejected.