Location

Select the location through which you want to process the transaction. The locations that you can select are limited based on your user login.

Set

To save the transaction in an existing set that contains other transactions, select the set number. Otherwise, select New Set.

Search Placard

• ID #—Enter either the placard number or the customer number depending on the value you select in Placard ID Type.
• ID Type—Select the value that corresponds to the search criterion you entered in the Placard ID # field. You can select either Customer Number or Placard Number.
• Search—Click to initiate the search for the customer or placard.
• Customer Search—Click to open the Search window to locate an existing customer or create a new customer.

Customer Information

This information is from the customer record. It is automatically populated when you search for a customer or an existing placard. It is not editable in this window.

Commit

Click to save the transaction information and complete the transaction. Upon finalization of the transaction, if a disabled plate is issued, the system will generate a Disabled ID card for review and printing.

Validate

Click to check the transaction information for errors, discretionary edits, and warnings. If any are found, the Error Worksheet window appears. Otherwise, a message appears notifying you that the transaction validated successfully.

Hold

Click to save the transaction to complete it later. To access it later, complete the prequalifier window again to access the Search WIP window or choose Work Management > Set Manager to open the View Transaction Sets window.

Revert

Click to reset the window information to the values that appeared when the window opened.

Cancel

Click to close the window without saving.

Customer Number

Displays the system-generated number assigned to the customer.

Placard #

Enter a valid placard number.

Placard Type

Select either Temporary Placard or Permanent Placard.

Expiration Month

Enter the number (1, 2...12) of the expiration month.

Expiration Year

Enter the four-digit year of the placard expiration.

Comment

If needed, enter a remark. This is not a required field.

Documentation Supplied

Select the check box if the appropriate documentation is presented. This is a required field.

Disposition Reason

This field is only available after a placard is successfully issued. When disposing of a placard, you must select an appropriate reason from the list.

Reprint

To reprint the disabled ID associated with the highlighted placard, click the Ellipsis button.

Add Row

Click to issue a new placard.

Delete Row

Select the placard row and click to delete the record.

Required

Displays a check mark for any documents required for the transaction.

Received

Select to indicate that the customer presented the corresponding document to support the transaction.

Documentation Description

Displays the description of documents on the corresponding row. If you add a new document, select the appropriate description.

Document Reference #

Enter the reference number from the actual document that was presented to support the transaction.

Comment

Enter a comment regarding the document presented to support the transaction.

Scanned

Select to indicate that the document has been scanned.

Scan Later

Select to indicate that the document will be scanned later.

Remove Document

Click to remove the selected document from this transaction.

Scan

Click to scan a document for this transaction.

Scan All Later

Click to indicate the documents for this transaction will be scanned at a later time. The system places a check mark in the Scan Later box for the documents that have been marked as received. When the transaction is finalized, the system generates an image cover sheet which contains a bar code related to this transaction. You can use this image cover sheet to collect and organize the documents that are designated to be scanned at a later time.

Add

Click to insert a line to add a supporting document.