Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 12 Current »

If you have been enabled to manage closings information for one or more institutions the following notes will help you to know how this section works.

Device Requirements

The My Assigned Closings module has been designed to support a wide array of devices from a small smartphone to a large widescreen desktop. The same abilities exist for all layouts.

A wide screen layout example above with the same data displayed on a sample phone screen layout sample.

How do I select Institutions?

Click on it’s checkbox at the right hand of the list.

or - Click on the [Select All] button.

How Do I Change Status?

  1. Select one or more institutions

  2. Select the new status from the drop down list.

  3. Press the [Save Changes ] button.

How Do I Change Valid Until?

  1. Select one or more institutions

  2. Select or enter a new date and time to assign

  3. Press the [Save Changes ] button.

Default Valid Until Times

The app will automatically suggest a valid until time based on the current time of day.

  • before noon - it defaults to 11:59 pm the same day

  • after noon - it defaults to 11:59 am the next day

How do I Select a Valid Until?

You can use the calendar and clock buttons in the date box to help you easily select the correct date and time you want the closings to be valid until. If you prefer you can edit the date time by entering in a numeric datetime format as shown below.

You may use a blank valid until time to clear an existing valid until time.

How Do I Show or Hide an Institution?

  1. Select one or more institutions

  2. Select a Broadcast Option from the list

  3. Press the [Save Changes ] button.

OR

To activate an individual institution to show simply click on the screen icon on the left of an inactive item.

To deactivate an individual institution simply click on the screen icon on the left of an active item and it will be disabled.

How do I logout?

To logout you press the power button icon that appears at the top of the form to the right of the heading.

  • No labels