Updating the Business Status of a User Checklist
A user checklist must be in Not Complete status for the business status to be updated. To update the business status of a user checklist (such as an agreement):
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In the Admin tab, select the User List hyperlink.
The system displays the Manage Users page.
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Use the Filter By search fields to find the user whose details you want to review or update.
For example, select Last Name from the Filter By drop-down list, and then enter a search term in the adjacent text box. You can enter either a full or partial search term, but if you use a partial term (such as a single letter), be sure to add the wildcard character (%) to the term.
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Select Go.
The system displays an updated Manage Users page with a list of records that match the search criteria you entered.
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Select the Name hyperlink for the user whose details you want to review or update.
The system displays the User Details page.
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From the Show drop-down, select Check List.
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The system displays the User Checklist page.
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Select the checkbox next to the CheckList Id hyperlink of the item whose status you want to update and select Update Status.
The system displays the Update Business Status page for the selected item.
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Select the Status option, select a Reason Code, and enter any Remarks, as needed.
The system displays the completed Update Business Status page for the selected item.
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Select OK.
The system displays an updated User Checklist page with the status changed to Completed.
Related Topics
Viewing or Modifying an Associated Profile
Approving or Rejecting an Associated Profile
Uploading a User Checklist Document
Adding or Deleting an Organization Unit Association with a User
Adding or Deleting Restricting Claimant Associations with a User