15.1 About Electronic and Servicing Journals
In the Electronic Journal and Servicing Journal screens, Tellers can view the status of the transactions performed only by them and Supervisors can view the status of the transactions performed by them and other Tellers.
Common Operations
These screens are used to perform the following operations:
Table 15-1 Operations in Journal Log
Operation | Description |
---|---|
View Status |
View the status of all transactions performed by the logged-in Teller ID. |
Reverse Completed Transactions |
Reverse the completed transaction posted by Teller during the day and the previous day. The following conditions apply for the reversal of both current and previous day transactions:
Note:
|
Re-submit Incomplete Transactions |
Re-submit the incomplete transactions performed by the logged-in Teller ID, that are either:
|
Reject Incomplete Transactions |
Reject the incomplete transactions that are either:
|
View Approval History |
View the approval history to see the list of all transactions that are either approved or rejected by the logged-in approver ID. |
Approve or Reject Transactions |
Approve or Reject the transactions that are assigned to the logged-in Approver ID during the day. |
Discard of Reversal Transactions |
When the approver rejects the reversal request, the transaction is marked as rejected and the teller discards the rejected status, the transaction is moved to the discarded transaction. |
In the tile and grid views, the transactions are displayed for all statuses by default. The status can be changed using the filters option. If the user closes the screen with a status other than All, the selected status will default until the browser tab is closed. The following conditions apply for the default status:
Table 15-2 Conditions for Default Status
Condition | Description |
---|---|
The browser tab is not closed |
The transactions will be displayed for the previously selected status if the screen is launched again. |
The browser tab is closed and the user logs in to the application in a new tab or window |
The transactions will be displayed for all statuses if the screen is launched. |
Common Icons, Actions, and Shortcut Keys
Users can perform one of the following actions on the Electronic Journal and Servicing Journal screens:
Table 15-3 Symbols
Icon | Description |
---|---|
|
Click on this icon to display the details in the tile view. |
|
Click on this icon to display the details in the grid view. |
After filling the necessary fields in the Electronic Journal and Servicing Journal screens, you can do one of the following steps:
Table 15-4 Basic Actions
Action | Description |
---|---|
Fetch |
Click Fetch to get the list of transactions based on the query criteria specified. When you click Fetch, the following details are displayed for each transaction:
|
Clear |
Click Clear to clear the specified values. |
Users can also navigate to necessary the transaction; perform the operations using the shortcut keys as follows:
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Press the Tab key, and navigate to the list of transactions in grid view.
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Use Up/Down arrow keys to select the necessary transaction.
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Use Left/Right arrow keys to select the icon.
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Press Spacebar to view the operations applicable to the selected transaction.
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Use Up/Down arrow keys to select the necessary operation.
Parent topic: Journal Log