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BASIS Transaction Review: How to find the information needed to approve or not

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Presentation on theme: "BASIS Transaction Review: How to find the information needed to approve or not"— Presentation transcript:

1 BASIS Transaction Review: How to find the information needed to approve or not http://www.uark.edu/basis

2 TARGET: Transaction Approval-Review Gateway via Electronic Transmission

3 How to receive an email notification of your pending transactions?

4 webBASIS

5

6 Notification Option Select summary or detail notices Notification Times Select desired times to receive an email Optionally You may receive information regarding pending transactions for up to three other desk ids. Click on Validate, then click on Save

7 How to find pending TARGET Transactions in webBASIS

8

9 Enter your Desk ID or the primary reviewer’s desk (if acting as an alternate reviewer) and click New Search

10 Click on the Key/Data ID to select a transaction to review The last column indicates whether the transaction may be approved via the web or not

11 Previous values are highlighted and underneath the requested change values Reviewer Desk with Level. Transaction Action

12 How to Approve or Reject Transactions via the web

13 Approve, Hold, or Reject


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