3.7 Amendment Initiation - Write up

This topic describes information about the Write up in the Amendment Initiation.

This data segment allows the user to add writeup for the customer and all their child parties in the available writeup categories. The history of writeup for the customer will be available to the users throughout the customer’s association with the bank.

Note:

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

Figure 3-56 Write Up


Description of Figure 3-56 follows
Description of "Figure 3-56 Write Up"

  1. Click the add icon.
    The Write Up window is displayed.

    Figure 3-57 Write Up


    Description of Figure 3-57 follows
    Description of "Figure 3-57 Write Up"

  2. Click the 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 3-58 Writeup Category


    Description of Figure 3-58 follows
    Description of "Figure 3-58 Writeup Category"

  3. Click on the required category code. Selected code is displayed in the Writeup Category field.
  4. Type the observations in the text box and click Create. The observations are added in the Write Up page as shown below:
  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 3-60 Write Up


    Description of Figure 3-60 follows
    Description of "Figure 3-60 Write Up"

    For information on fields in the Write Up page, refer the below table.

    Table 3-37 Write Up

    Fields Description
    Edit To modify the writeup, click the Edit icon and change the information.
    Remove To delete the writeup, click the Remove icon. A confirmation message appears.
    Yes Click Yes. The writeup is removed.
    View history To view the writeup history, click the View history icon.
    Print To print the write up, click the Print icon.

    Note: To print the write up from tile view, click the View complete writeup icon and then click the Print icon.

  6. To attach / view writeup related documents, click View Documents icon.
    The Writeup Documents window is displayed.

    Figure 3-61 Writeup Documents


    Description of Figure 3-61 follows
    Description of "Figure 3-61 Writeup Documents"

    For information on fields in the Write Up Documentspage, refer the below table.

    Table 3-38 Writeup Documents

    Fields Description
    Add New Documents To add new documents, click Add New Documents.
    Close To exit the Writeup documents window, click Close.
    Hold To hold the Amendment Initiation task, click Hold in the Amendment Summary page.
    Back To go back to the previous page, click Back.
    Save & Close To save the Amendment Initiation task for future edit, click Save & Close.
    Next To go to the next page, click Next.
  7. Upon clicking Next in the Write up page, the Amendment Summary page appears.

Parent topic: Amendment Initiation