The ‘UNAPPROVED LIST’ page provides a list of all corporate account directors’ information that are yet to be verified and/or approved by the financial institution. Information that were previously verified and approved but have been disapproved again will also appear here.
Note only persons profiled as a ‘Deputy Supreme Admin’ with right to ‘view account directors’ will be able to view unapproved account directors list.
Here are steps on how to make use of the features on the ‘Unapproved list’ page.
From the left hand side menu, Click ‘Control panel’ as in fig. 10.1a.
Fig 10.1a
- This will display a drop down as in Fig 10.1b below.
Fig 10.1b
Click ‘DIRECTOR’ on the drop down list. See an example in Fig 10.1c below.
Fig 10.1c
- This will display the ACCOUNT DIRECTORS OPERATIONS dashboard as in Fig 10.1d below
Fig 10.1d
- From the top menu, Click ‘View’ as shown in fig. 10.6a below
(fig. 10.6a)
- This will display a dropdown as in fig 10.6b below
STEP 2: Click “Unapproved” from the drop-down list as in fig 10.6b below
Fig 10.6b
- This displays a page listing out the director information that has not been verified and approved by the institution. See fig. 10.6c below for an example.
(fig. 10.6c)
- At the bottom-right corner of the page, the software provides information about the number of pages of the list, with the page numbers written out. The page numbers are buttons to go to each page. By clicking on any page number, the software takes you to that particular page. Click on ‘NEXT’ to go to the next page or click on ‘PREVIOUS’ to go to the page before the one you are viewing at that moment.
- Adjust the number of unapproved account director information you want to see per page by clicking on the ENTRIES box as in fig. 10.6d below.
(fig. 10.6d)
- To see the unapproved director information of corporate accounts for any of the branches, select the branch name from the filter box as shown in fig. 10.6e below. The default list is always for all branches of the institution.
(fig. 10.6e)
- Search for a corporate account director information by the account name, account number, director’s first name, last name or director’s BVN in the search box. See an example of a search in fig. 10.6f below. Search results will appear as you input a character in the search box.
(fig. 10.6f)
- On this page, each director information on the list has three (3) action buttons. These buttons are used for individual operations of the respective director information in the list. They are;
- ‘DETAILS’ button,
- ‘APPROVE’ button and
- ‘DELETE’ button
Here is how to make use of the action buttons.
- Click on ‘DETAILS’ as in fig. 10.6g below to view the details of the unapproved corporate account director.
Note only persons profiled as a Deputy Supreme Admin with right to view account directors will be able to view unapproved account directors list.
(fig. 10.6g)
- This displays a Corporate Account Director Details console as in fig. 10.6h below. After viewing, click on ‘DISMISS CONSOLE’ (as shown below) to close the console.
(fig. 10.6h)
- To approve a directors’ information, click on ‘APPROVE’ as shown in fig. 10.6i below.
Note: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “disapprove directors” will be able to carry out this operation.
(fig. 10.6i)
- This displays a confirmation console as in fig. 10.6j to confirm your request to APPROVE that director information. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop action..
(fig. 10.6j)
- When the approval is successful, a notification will be displayed at the top of the page as in fig. 10.6k below. The director information will be removed from the ‘Unapproved list’ page and added to the ‘Approved list’ of corporate director information.
(fig. 10.6k).
- To delete any of the corporate account director information, click on ‘DELETE’ as shown in fig. 10.6l below.
Note only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “delete directors” will be able to carry out this operation.
(fig. 10.6l)
- This displays a confirmation console as in fig. 10.6m to confirm your request to delete the unapproved director information. Click on ‘CONFIRM’ to proceed with the delete or ‘CANCEL’ to stop action.
(fig. 10.6m)
- When the delete is done, a notification as in fig. 10.6n will be displayed at the top of the page; the deleted account director information will removed from the general list and the unapproved list and added to the Account Directors Junk List.
(Fig. 10.6n)
Bulk Operations
Also, there are features to carry out bulk treatment of more than one account director information together at the top-right area of this page. These features are;
- ‘Download Excel’ button
- ‘Approve Selected’ button and
- ‘Delete Selected’ button
- To carry out any bulk operation, select the corporate account director information to be treated first. Select the account director information by clicking on their checkboxes. See fig. 10.6o below for an example.
(fig. 10.6o)
- To select/deselect all the accounts, click on the checkbox on the table title bar, that is, the checkbox between ‘S/N’ and ‘ACC NAME’. See fig. 10.6p for an example.
(fig. 10.6p)
- After making your selection, Click “Operations” button as shown in fig 10.6q below
(fig. 10.6q)
- This will display a dropdown as in Fig 10.6r below
(fig. 10.6r)
A. Bulk Download
By clicking on the ‘Download Excel’ button, an excel file filled with the details of the selected unapproved account director information will be downloaded to your computer.
NOTE: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “download report (excel)” will be able to carry out this operation.
- Click on the ‘DOWNLOAD EXCEL’ button as seen in fig. 10.6s below.
(fig. 10.6s)
- This displays a confirmation console as in fig. 10.6t below. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.
(fig. 10.6t)
- The signal console shows ongoing processes as in fig. 10.6u below and a notification will be displayed at the top of the page when the download is complete.
(fig. 10.6u)
- To close the signal console, click on its ‘DISMISS CONSOLE’ button;
- Terminate ongoing processes by clicking on ‘CANCEL OPS’.
- This displays a confirmation console, click on ‘CONFIRM’ to proceed. A notification will also be displayed at the top of the page when the cancellation is successful.
B. Bulk Approval
By clicking on the ‘Approve Selected’ button, all the selected director information will be approved and moved to the Account Directors ‘Approved List’ on the software.
Note: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “approve directors (bulk)” will be able to carry out this operation.
Here is how to make a bulk approval.
- Click on the ‘APPROVE SELECTED’ button as seen in fig. 10.6v below.
(fig. 10.6v)
- This displays a confirmation console as in fig. 10.6w to confirm your request to APPROVE the selected director information. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop the action.
(fig. 10.6w)
- When the approval is successful, a notification will be displayed at the top of the page as in fig. 10.6x below. Then, the director information will be removed from the ‘Unapproved list’ and added to the ‘Approved list’ of corporate director information.
(fig. 10.6x)
C. Bulk Delete
By clicking on the ‘Delete Selected’ button, all the selected director information will be removed from the general list and the unapproved list, and added to the account directors’ junk list.
Note: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “delete director (bulk)” will be able to carry out this operation.
- Click on the ‘DELETE SELECTED’ button as seen in fig. 10.6y below.
(fig. 10.6y)
- This displays a confirmation console as in fig. 10.6z below. Click on ‘CONFIRM’ to proceed with the delete or ‘CANCEL’ to discontinue.
(fig. 10.6z)
- A notification will be displayed at the top of the page when the bulk delete is successful. See fig. 10.6aa below for an example.
(fig. 10.6aa)
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