Batch Management Request Lesson



Steps:

  1. Click the State of Nebraska link.

    Step 1

  2. Click the Authorized Agents link.

    Step 2

  3. Click the Batch Management Request link.

    Step 3

  4. Batch Management Requests are created based on an individual User ID.  Once the Authorized Agent enters the User ID, there are two options for creating Batch Management relationships between end users.

     

    o Work with Batch Preparer - User ID belongs to the person creating/preparing the batch.  Authorized Agent will define the Approver of the batches.

     

    o Work with Batch Approver/Poster - User ID belongs to the person approving/posting the batch.  Authorized Agent will define the end users whose batches will be approved.

    Step 4

  5. Click in the User ID field.

    Step 5

  6. Enter the end user's User ID into the User ID field

     

    Enter "JDONELS".

    Step 6

  7. Press [Tab].

    Step 7

  8. Work with Batch Preparer (Secured Users)

    Step 8

  9. To define User who will APPROVE & POST batches created by the User ID, click the Work With Batch Preparer (Secured Users) link.

    Step 9

  10. Existing Preparer relationships will appear in the grid.  Enter new Approver's User ID in the first space available on the grid.

     

    Repeat process for additional Approvers.

    Step 10

  11. Enter the desired information into the Approver User ID field.

     

    Enter "EKUTSCH".

    Step 11

  12. Terminate a relationship by selecting the Row of the Approver to be terminated.

     

    Click the appropriate radio button.

    Step 12

  13. Click the Row button.

    Step 13

  14. Click the Term Relationship menu.

    Step 14

  15. Terminate Relationship grid column populates with a "Y" for requested terminations.

    Step 15

  16. To Terminate All Approvers for the User ID, Select Form > Terminate All.

    Step 16

  17. Clicking the OK Button will move requested additions and terminations to a review queue for Batch Management.

     

    Click the OK button.

    Step 17

  18. Click the Cancel button.

    Step 18

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