Confirmation
The confirmation procedure is performed when there is a delivery procedure executed by the same or another branch.
This procedure is performed by the responsible party that receives the e-mail. During its confirmation, the system releases a new e-mail to the responsible for the delivery, notifying the confirmation or not of the instrument receipt.
Procedures
Confirming:
| 1. | Upon selecting the Confirmation option, the system displays a list of instruments, in a window, that waits for the receipt confirmation. |
| 2. | Fill out the necessary fields according to field help instructions, with special attention to: |
| • | Receiving |
Select option Yes to confirm the instrument receipt, or No, otherwise.
Option No must be used when, for instance, the instrument has been declared lost, and, in this case, the system releases a non-receipt e-mail with a justification to the responsible for the delivery.
For a proper action, if it is declared lost or if there is any occurrence that renders the instrument inoperable, it must be written-off in the Instrument Register, changing the content of field Status and filling the justification out. |
| • | Return Date |
Enter the return or instrument receipt date. If there is a mandatory return instrument, according to what is defined in the option Loan, in the area Responsible for Delivery.
| • | Justification |
This area is reserved for additional information of the instrument received when it is rejected.
| 3. | After filling out the fields, check and confirm them. |
The system releases an e-mail confirmation or non-confirmation delivery of instrument receipt to the responsible that sent it.
See Also
To send and receive e-mails of the system, some configurations are needed. For further information, check E-mail topic.