18.2 Collateral Safekeeping

This topic provides systematic instructions about the procedure to add collateral safekeeping details.

Click Next in the Safekeeping - Collateral Summary screen, the Collateral Safekeeping data segment is displayed.

Figure 18-3 Safekeeping - Collateral Safekeeping

Description of "Figure 18-3 Safekeeping - Collateral Safekeeping"

To capture safekeeping details for the collateral:

1. Click the action icon in the collateral record and select Edit.
   The Safekeeping - Configure - Collateral Type screen is displayed.

   Figure 18-4 Safekeeping - Configure - Collateral Type

   
   

   
   Description of "Figure 18-4 Safekeeping - Configure - Collateral Type"

   
   
2. Click Next and navigate to the Safekeeping menu.

   Figure 18-5 Safekeeping - Configure - Safekeeping

   
   

   
   Description of "Figure 18-5 Safekeeping - Configure - Safekeeping"

   
   
3. Click the add icon in the Safekeeping - Configure - Safekeeping screen.
   The Document Safekeeping window is displayed.

   Figure 18-6 Document Safekeeping

   
   

   
   Description of "Figure 18-6 Document Safekeeping"

   
   
4. Select the documents for safekeeping in the above screen.
5. Capture the document safekeeping details.
   For field level explanation, refer the below table.

   Table 18-1 Document Safekeeping - Field Description

   Field	Description
   Safekeeping Reference Number	Specify the Safekeeping Reference Number.
   Safekeeping Type	Select the Safekeeping Type from the drop down list. The options available are: Internal External
   Agency Id	Specify the Agency Id, if External is selected as the Safekeeping Type.
   Safekeeping Request Date	Specify the Safekeeping Request Date.
   Safekeeping Location	Specify the Safekeeping Location.
   Safekeeping Room	Specify the Safekeeping Room detail.
   Shelf Number	Specify the Shelf Number for collateral safekeeping.
   Drawer Number	Specify the Drawer Number for collateral safekeeping.
   Key Number	Specify the Key Number for collateral safekeeping.
   Is Confirmation Received	Enable this flag, if confirmation is received for collateral safekeeping.
   Confirmation Date	Specify the safekeeping Confirmation Date.

6. Click Ok in the Document Safekeeping window.
   The document safekeeping details are added and displayed in the Safekeeping - Configure Safekeeping screen.

   User can Edit, View, or Delete the added safekeeping detail by clicking the action icon and selecting the required option.

7. After capturing safekeeping details, click Next and then click Submit.