Other Maintenance

This article covers:

  • Flex Field Maintenance
  • View Unmapped Documents
  • View Document with Shared Files
  • Report on Administration Maintenance
  • Task List Maintenance

Permissions needed to access all listed functions: Administrator or Super User

Flex Field Maintenance

For more information on Flex Field Maintenance click the following link: Flex Field Maintenance

View Unmapped Documents

Document that have become dis-associated from their respective Customer or Account through a type change or move. This page will give you the opportunity to move the document to a valid Document Tab within the Customer or Account Document Structure.

  1. From AccuAccount menu, Select Admin
  2. Under Other Maintenance, Select View Unmapped Documents
  3.  link, a list of potential Document Tabs will be displayed. Select the Document tab you wish to associate with that document
  4. Select Update

View Documents with Shared Files

This will show document tabs within AccuAccount that share the same file. Please review the list and click the Repair link for those documents that need to be repaired. Upon clicking the repair link, a list of potential files will be displayed allowing you to select the file you wish to associate with that document tab. If there are no files available within the repair link, you will not be able to repair the issue using this tool.

  1. From AccuAccount menu, Select Admin
  2. Under Other Maintenance, Select View Documents with Shared Files
  3. You have the option to View or Repair. Click the Repair link, a list of potential files will be displayed. Select the File you wish to associate with that document tab
  4. Select Update

 

Report on Administration Maintenance

The Report on Administration Maintenance allows, administrators to get information related to what sections in the admin area has changed.

  1. From AccuAccount menu, Select Admin
  2. Under Other Maintenance, Select Report on Administration Maintenance
  3. Select any of the fields below, by using the drop down menu or Date calendar, to select your options you would like to view:
    1. Maintainer (User) Name
    2. Function
      • Account Classification Maintenance
      • Account Officer Maintenance
      • Account Status Maintenance
      • Account Type Maintenance
      • Analysis Status Maintenance
      • Bank Maintenance
      • Branch Maintenance
      • Contact Type Maintenance
      • Credit Classification Maintenance
      • Customer Status Maintenance
      • Customer Type Maintenance
      • Declined Reason Maintenance
      • Flex Field Maintenance
      • Notice Letter Maintenance
      • Participation Bank Contact Info Maintenance
      • Participation Bank Maintenance
      • Policy Exception Maintenance
      • Primary Collateral Code Maintenance
      • Related Entities Maintenance
      • Scan History Maintenance
      • Task Group Maintenance
      • User Group Maintenance
      • User Maintenance
      • Workflow Action Maintenance
    3. Action
      • Edit
      • Add 
      • Delete
      • Disable
    4. What was modified
    5. Date Range
    6. Date Sort Direction
    7. Records per page
  4. Select Search 

Task List Maintenance

For more information on Task List Maintenance click on the following link: Task List Group Maintenance

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