3.5 Write Up

This data segment allows the user to add writeup for the party and all their child parties in the available writeup categories. The history of writeup for the party will be available to the users throughout the party’s association with the bank. If you click Next in the Other Bank Facilities screen, the Write up screen is displayed.

Note:

Write up data segment appears only if that data segment is enabled in the Maintenance module.

Figure 3-20 Write Up

Description of "Figure 3-20 Write Up "

1. Click + icon.
   The Write Up window is displayed.

   Figure 3-21 Write Up

   
   

   
   Description of "Figure 3-21 Write Up"

   
   
2. Click Search icon in the Writeup Category field. The Fetch Writeup Category window with the list of categories maintained in the Maintenance module is displayed.

   Figure 3-22 Writeup Category

   
   

   
   Description of "Figure 3-22 Writeup Category"

   
   
3. Click on the required category code. Selected code is displayed in the Writeup Category field.
4. Enter Remarks in the text box and click Create. The Remarks are added in the Write Up page as shown below:

   Figure 3-23 Write up

   
   

   
   Description of "Figure 3-23 Write up"

   
   
5. To change the layout of Write up data segment to the expanded view, click the Expanded View icon at the top right corner.
   The Write up is expanded as shown below:

   Figure 3-24 Write up

   
   

   
   Description of "Figure 3-24 Write up"

   
   

   For information on fields in the Write up screen, refer the table below.

   Table 3-10 Write up field and description

   Fields/ Icons	Description
   Edit	Click Edit icon, to modify write up information.
   Remove	Click Remove icon, to delete the write up. A confirmation message appears.
   Yes	Click Yes. The writeup is removed.
   View History	Click View History icon, to view the write up history.
   Print	Click Print icon, to print the write up.

6. Click View complete writeup icon and then click the Print icon to print the write up from tile view.
7. To attach or view writeup related documents, click View Documents icon. The following window appears:

   Figure 3-25 Writeup Documents

   
   

   

   
   

   Click + icon, to add new documents.

   The Document screen displays.

   Figure 3-26 Document

   
   

   
   Description of "Figure 3-26 Document"

   
   

   For information on fields in the Documents screen, refer the table below.

   Table 3-11 Documents

   Fields/ Icons	Description
   Document Type	Search and select Document Type to add new document.
   Document Code	Search and select Document Code to add new document.
   Document Expiry Date	Select Document Expiry Date.
   Remarks	Enter Remarks, if any.
   Selected Files	Click Drop files here or click to select, to add the document.
   Upload	Click Upload, to upload the document.
   Close	Click Close, to exit the Write up documents window.
   Next	Click Next, to go to the next page. The Groupwise Exposure page is displayed.

   Note:

   Restriction of selecting only document codes having alphanumeric character with space.