Work with AB Requests


In this lesson you will learn how to perform an edit to an Address Book Request.

 

Note:  This lesson’s examples end each time with the “Close” procedure and require you to restart the lesson to select the next example.


Steps:

  1. Any requests that are submitted by an end user or initiated by the Address Book Team will show up in the Work with AB Requests application. This is the end user’s “Personal Request Queue”.  An end user has the ability to edit a request until the Address Book Team pulls it for processing or has approved the request.

     

    Note: Editing also include submitting any attachments which were omitted during the original request process.

    Step 1
  2. Click the State of Nebraska link.

    Step 2
  3. Click the Address Book link.

    Step 3
  4. Click the Work with AB Requests link.

    Step 4
  5. Click the Find button.

    Step 5
  6. To view additional information about  the Address Book Request records, use the scrollbar.

    Step 6
  7. Click the scrollbar.

    Step 7
  8. Click the scrollbar.

    Step 8
  9. The first record is automatically selected.

    Click the option.

    Step 9
  10. Click the Select button.

    Step 10
  11. Click the scrollbar.

    Step 11
  12. Click in the ACH Email field.

    Step 12
  13. Enter the desired information into the ACH Email field. Enter "payments@opus.org".

    Step 13
  14. Click the OK button.

    Step 14
  15. Click the Close button.

    Step 15

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