BASIS Transaction Review: How to find the information needed to approve or not

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Presentation transcript:

BASIS Transaction Review: How to find the information needed to approve or not

TARGET: Transaction Approval-Review Gateway via Electronic Transmission

How to receive an notification of your pending transactions?

webBASIS

Notification Option Select summary or detail notices Notification Times Select desired times to receive an Optionally You may receive information regarding pending transactions for up to three other desk ids. Click on Validate, then click on Save

How to find pending TARGET Transactions in webBASIS

Enter your Desk ID or the primary reviewer’s desk (if acting as an alternate reviewer) and click New Search

Click on the Key/Data ID to select a transaction to review The last column indicates whether the transaction may be approved via the web or not

Previous values are highlighted and underneath the requested change values Reviewer Desk with Level. Transaction Action

How to Approve or Reject Transactions via the web

Approve, Hold, or Reject