Editing Workflow of SPTs

This transaction is used to edit the compliance-related workflow of a selected pending item (SPT). This can for example be necessary if a compliance service reports an error in the specified pending item. It is strongly recommended to limit the access to this transaction to specially authorized administrators.

For more details about the workflow - see page Compliance

The main principles are similar to the transaction Repairing Transactions / Editing Workflows though related to pending items (SPT) instead of transactions (TRN).

In any case, after changes in the workflow the user is responsible for evaluating the banking and technical consequences and has to take the required actions outside of the system, where necessary.

This transaction can work across entities. The “All Existing Entities” checkbox is visible when the transaction table has been defined for a specific entity and when the current user has system administrator rights. In all other cases, only those pending items for the current entity are displayed. When a pending item for another entity is selected, the application automatically changes to this entity, assuming that the user's profile permits him to edit the data for the relevant entity.

The “Search” panel offers the user to sort pending items or workflow entries by transaction, compliance status or by workflow status.

If selecting via workflow entries, these workflow entries are displayed with their respective status in the list field. The user is able to mark the transactions and process them homogeneously at the same time via the buttons:

The following compliance-related actions are available for the pending item:

• Compliance - for manual setting the result of compliance check for the selected item
  • Accept - marks selected items as embargo accepted
  • Reject - marks selected items as embargo rejected
• Service - manually sets status MGRTSK services for the selected items
  • Done - sets the status of current service to Done
  • Redo - sets the status of current service to “Waiting” which allows MGRTSK to perform the service once again
• Check - checks items in the list
  • All - checks all items in the list
  • Select - checks only the selected item
• Check - unchecks items in the list
  • All - unchecks all items in the list
  • Select - unchecks only the selected item

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