2.2.2 View Conditions Linkage

This topic describes the systematic instructions to view the conditions Linkage.

  1. On Home screen Menu, click Covenants and Conditions under Covenants and Conditions, click on Conditions Linkage.Under Condition Linkage, click View Condition Linkage.
    The View Conditions Linkage screen displays.

    Figure 2-21 View Conditions Linkage



    Tip:

    Click Tile view or List view to switch between the Tile view and the List view.
    For more information on fields, refer to the field description table.

    Table 2-10 View Condition Linkage

    Field Description
    Condition Code Displays the condition code.
    Customer ID Displays the customer ID.
    Linkage Type Displays the linkage type.
    Authorization Status Displays the authorization status of the record.The options are:
    • Authorized
    • Rejected
    • Unauthorized
    Status Displays the status of the record.The options are:
    • Open
    • Closed

    The following table describes the action items in the More Options (More Options menu icon) menu and the action items on the page.

    Table 2-11 Action Items Description

    Action Item Description
    Unlock Unlock a record and make amendments.
    Close Close a record to prevent it from being unlocked and amended.
    View View the details of a record.
    Delete Delete a record.

    Note: Once deleted, the component can no longer be used to define an entity. But entities already defined using the component can continue to use it.

    Reopen Reopen a closed record.
    Authorize Authorize a record to make it active and available to define entities.

    Note: Creator of a record cannot authorize the component. Another user with authorize permissions can.

    Audit Select to view the Maker, Checker, Status, and Modification Number of a record.
    Errors and Overrides Select to view all existing errors or warnings on the page.
  2. On View Conditions Linkage screen, click
    Search

    icon.
    The View Conditions Linkage - Search screen displays.
    For more information on fields, refer to the field description table.

    Table 2-12 Serch Filter

    Field Description
    Linkage Type Select the linkage type from the drop-down list. The available options are:
    • Customer
    • Facility
    • Collateral
    Search Click search to view the condition linkage.
    Reset Click reset to reset the condition linkage.
  3. Click More Options menu icon and select Authorize.

    Table 2-13 Authorize View

    Field Name Description
    Mod Number<N> Indicates the number of times the record was modified. Where N represents the number of modifications.

    Note: For a newly created record the modification number is 1.

    Done By Name of the user who performed the latest modification.
    Done On Date on which the record was modified.
    Record Status The status of the record.

    Note: To authorize a record, its status should be Open.

    Once Auth Specifies if the record was authorized at least once.

    Note: For a newly created record, the value is No.

    Compare (Button) Click to compare the modified record with the previous version of the record.
    View (Button) Click to display the record details.
  4. Click
    Add

    icon, the Conditions Linkage screen displays.
  5. Click Save to update the modified fields and click Cancel to cancel the modified fields.