This section provides a guide on how to modify “REASON” options available when sending an SAR notification (see section 6.2.2) on the Compliance Planet, with step-by-step instructions and pictures. These options are available when filling “Reason for filing SAR” when sending an SAR notification.
SAR NOTIFICATION REASON OPERATIONS
Here, the operations are;
1. Editing notification reason,
2. Deleting reason
3. Adding a new reason
NOTE: Only person(s) profiled as deputy supreme admin can carry out these operations.
To perform any of the operations;
STEP 1: From the main dashboard, click ‘CONTROL PANEL’ as in fig 23.1a below
(fig. 23.1a)
STEP 2: Click ‘SAR N. REASON’ on the left hand side menu as in fig 23.1b below
(fig. 23.1b)
➔ This will display a page showing a list of all reasons that have been created and available on the planet. See fig. 23.1c for an example.
(fig. 23.1c)
This refers to changing the description or status of the SAR notification reason. Here is how to do this.
How to edit SAR notification reason
STEP 1: Click on the ‘EDIT’ button on the action column. See fig. 23.2a for an example.
(Fig 23.2a)
➔ Clicking the EDIT button will display a console titled, ‘Notifications Reasons’ as shown in fig 23.2b below.
(Fig 23.2b)
STEP 2: Click on the reasons textbox to change the Notification reason description. See an example in Fig 23.2c below.
(Fig 23.2c)
STEP 3: Click on the reason status checkbox to make that notification reason active or inactive. This is illustrated in Fig 23.2d and Fig 23.2e below
(Fig 23.2d) (Fig 23.2e)
➔ Fig 23.2 d shows that the notification reason is set ACTIVE while Fig 23.2e shows that the notification reason is set INACTIVE.
➔ An active notification reason will form part of the available options when sending a SAR notification on the compliance planet software while an inactive notification reason will no longer be part of the available options when sending a new SAR notification on the compliance planet.
STEP 4: Click on ‘SAVE’ button to save the edit or click ‘DISMISS CONSOLE’ to close the console. See Fig 23.2f for an example
Fig 23.2f
➔ This displays a confirmation console as in fig 23.2g below
Fig 23.2g
➔ A notification as in fig. 23.2h(A) will be displayed at the top of the page when the operation is successful. Also, See fig. 23.2h for an example of the updated description and status
Fig 23.2h
How to delete an SAR notification reason
A deleted SAR notification reason will no longer be part of the available options when sending a SAR notification on the software(See section 6.2.2 for sending an SAR notification).
Here is how to do this.
STEP 1: Click on the ‘DELETE’ button of the SAR notification reason as in fig23.3a.
(fig23.3a)
➔ This displays a confirmation console to confirm your request to delete the SAR reason.
STEP 2: Click on ‘CONFIRM’ as in fig23.3b to proceed or ‘CANCEL’ to discontinue.
(fig23.3b)
➔ A notification will be displayed at the top of the page when the delete operation is complete as in Fig 24.3c below
(fig23.3c)
How to add new STR notification reason
This refers to creating a new SAR notification reason. This notification reason will form part of the available options when sending a new SAR notification on the compliance planet (See section 6.0 for sending an SAR notification).
STEP 1: Click on ‘NEW NOTIFICATION REASON’ as shown in fig. 23.4a below
(fig. 23.4a)
➔ A console as in fig. 23.4b will be displayed.
(fig. 23.4b)
STEP 2: Fill the reasons textbox as in fig. 23.4c below
(fig. 23.4c)
STEP 3: Click on the ‘reason status’ checkbox to make that notification reason active or inactive. This is illustrated in Fig 23.4d and Fig 23.4e below
(Fig 23.4d) (Fig 23.4e)
➔ Fig 23.4d shows that the notification reason is set ACTIVE while Fig 23.4e shows that the notification reason is set INACTIVE.
➔ An active notification reason will form part of the available options when sending SAR notification on the software, while an inactive notification reason will no longer be part of the available options when sending a new SAR notification on the compliance planet.
STEP 3: Click on ‘SAVE’ to save the edit or click ‘DISMISS CONSOLE’ to close the console. See Fig 23.4f for an example
Fig 23.4f
➔ This displays a confirmation console as in fig23.4g below
Fig 23.4.g
➔ A notification as in fig. 23.4h (A) will be displayed at the top of the page when the operation is successful. Also, See fig. 23.4h for an example of the updated description and status
Fig 23.4h
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