3.1 E-File Workflow

The following figure illustrates the workflow of E-File in CTR:

Figure 3-1 E-File Workflow


E-File Workflow

The following table shows the various actions a user can take from the E-File Details page.

Table 3-1 Action-Status Mapping Table

ActionAvailable From Pr-action E-File Status Action Action Taker
Create E-File page N/A Generate E-File E-File Analyst, Supervisor
E-File Details E-File Generated E-File Transmitted E-File Analyst, Supervisor
E-File Details E-File Generated E-File Transmitted w/ Warnings E-File Analyst, Supervisor
E-File Details E-File Generated E-File Rejected E-File Analyst, Supervisor
E-File Details Filed- Transmitted Acknowledgment Files Received E-File Analyst, Supervisor
E-File Details Filed - Transmitted w/Warnings Acknowledgment Files Received E-File Analyst, Supervisor
E-File Details Filed- Ack Received Acknowledgment Files Processed System(triggered by the Ack Received Action)
E-File Details Filed- Rejected Regenerate E-File E-File Analyst, Supervisor
E-File Details E-File Regenerated E-File Transmitted E-File Analyst, Supervisor
E-File Details E-File Regenerated E-File Transmitted w/ Warnings E-File Analyst, Supervisor
E-File Details E-File Regenerated E-File Rejected E-File Analyst, Supervisor
E-File Details All Statuses Download E-File E-File Analyst, Supervisor
E-File Details All Statuses E-mail E-File Analyst, Supervisor
E-File Details All Statuses Add Comment E-File Analyst, Supervisor
E-File Details All Statuses Attach Document E-File Analyst, Supervisor