2.3.4 Authorize Unit Holder Maintenance Record

This topic provides the systematic instructions to authorize Unit Holder Maintenance record.

Authorize an unauthorized Unit Holder Maintenance record in the system for it to be processed as follows:

1. Start the Unit Holder Maintenance Summary screen from the Browser.
2. Select the status of the record that you want to retrieve for authorization. Typically, choose the Unauthorized option.
3. Specify any or all of the details and click Search button.
   All records with the specified details that are pending authorization are retrieved and displayed in the screen.
4. Double-click the record that you want to authorize.
   The Unit Holder Maintenance Detail screen is displayed.
5. Select Authorize operation from the Action List.
   When the checker authorizes a transaction, details of validations, if any, that were overridden by the maker of the transaction during the Save operation, are displayed. If any of these overrides results in an error, the checker must reject the transaction. You can authorize more than one account at a time.