This topic provides the systematic instructions to view the status of the uploaded files and approve the same in both File level and Record Level.
Specify User ID and Password, and login Home screen.
- On Home screen, click File Management. Under File Management, click View File Upload Status.
The
View File Upload Status screen displays.
- Specify the following parameters in the respective fields.
- File Name
- Maker ID
- Checker ID
- Status
- Upload Date: Start Date
- Upload Date: End Date
- Click Filter to filter the uploaded files in the list.
- Click Clear Filter to clear the filter criteria.
- Click Refresh to refresh the file upload list.
- Click Rejected Files to view the rejected files.
The
Rejected File Data screen displays.
- Click to download the rejected file.
To approve the record in File Level:
If the Record level approval required property (RECORD_LEVEL_APPROVAL column in PLATO_TM_FEED table) is maintained as N, the user can only approve the complete file.
- Click icon and select Approve to approve the records in File Level.
The
Remarks - Approve screen displays.
- Specify the remarks in the text box and click Confirm to approve the file.
To reject the record in File Level:
If the Record level approval required property (RECORD_LEVEL_APPROVAL column in PLATO_TM_FEED table) is maintained as N, the user can only reject the complete file.
- Click icon and select Reject to reject the records in File Level.
The
Remarks - Reject screen displays.
- Specify the remarks in the text box and Click Confirm to reject all the records in the file.
To approve/reject the records in Record Level:
If the Record level approval required property (RECORD_LEVEL_APPROVAL column in PLATO_TM_FEED table) is maintained as Y, the user can approve or reject the records in Record level.
- Click icon and select View Details to approve/reject the records in Record Level.
The
File Data screen displays.
- Click Approve All to approve all the records in the file.
- Click Reject All to reject all the records in the file.
- Select Approve or Reject button for all the records in the file.
- Click Submit to approve/reject the records in the file.
Note:
Submit button gets enabled once all the records are selected.
To view the file data for Processed files:
- Click icon and select View Status to view the status of the records in the file.
The File Data - Status screen displays.
To view the remarks:
- Click icon and select View Remarks to view the
remarks.
The Remarks screen displays.