2.2 Treasury Authorization Dashboard

This topic describes the systematic instructions to capture the dashboard details.

  1. On the Home page, type TRDAUTDB in the text box, and click the next arrow.

    The Treasury Authorization Dashboard screen is displayed.

    Figure 2-2 Treasury Authorization Dashboard

    Description of Figure 2-2 follows
    Description of "Figure 2-2 Treasury Authorization Dashboard"

    Each section has three columns:

    • Department: The department column is to capture the department of the user and will have three valid values for Own, Other and All
    • Operation: This column displays the type of operation of the record
    • Count: This column displays the number of records

    The number of rows under each section varies as per the number of grids required for each module. The department column is to display the department of the user and has three valid values: Own, Other, and All (in case no department mapping for users in the User Maintenance screen.

    Only a super user views the other departments whereas other users only view of their own department for each operation. In case of super users, each operation appears twice with separate counts differentiated by the Department value.

    Drill - down from a particular dashboard grid takes you to a summary screen which has the actionable filter and rows to arrive at the authorization screen for the function.

    The Dashboard displays only the current branch transactions even when the user has multi-branch access.

    Bulk authorization from the summary screen is not supported.

    To view the summaries/ doing actions from respective detail screens is based on the existing SMS functionality of User Roles Function rights mappings.

    Ensure the incoming record, dashboard mapping makes use of the Maker ID, valid User ID in SMDUSRF with assigned roles/ functional rights/ department.

    The dashboard is not to control the user action rights for any action in OBTR but is to offer a centralized view of pending authorization items with a possible segregation of departments.

    User makes use of Refresh option in the respective summary screens from dashboard to move an authorized row out of the screen.

Parent topic: Dashboard Maintenance