Task management

A task is created in the registry each time an authorised representative performs an operation that has to be approved by another person. For example:

  • A surrendering or exchange transaction must always be approved by a second person. If there is at least one AAR designated on the account, one of the AARs must approve the corresponding task (otherwise approval must be done by another AR).
  • The addition of an account to the TAL (Trusted Account List) must also be approved by a second person. If there is at least one AAR designated on the account, one of the AARs must approve the corresponding task (otherwise approval must be done by another AR).
  • The addition, replacement or suppression of an AR of an AAR must always be approved by the registry administrator (this task will not appear in your "Task list").

Approve or reject a task

In order to approve or reject a task in the registry, you need to:

  1. Go to the Task list
    • Log in into the registry.
    • Go to the "Task list" on the left hand side menu. You receive a table with all your tasks (one row per task/request).
    • Search the task you want to approve or reject.
  2. Claim the task
    Depending on the value of the [Claimant] column of the corresponding task row, the following actions have to be executed:
    • A. No value in the [Claimant] column:
      • Check the checkbox in front of the corresponding task row.
      • Click on the "Claim task" button just below the tasks table ⇒ your name will appear in the [Claimant] column of the corresponding task row.
    • B. Your name already appears in the [Claimant] column:
      • Go directly to the second step (Approve or reject the task).
    • C. The name of another person appears in the [Claimant] column:
      • Check the checkbox in front of the corresponding task row.
      • Click on the "Assign" button just below the tasks table ⇒ you receive a dropdown list box with the list of persons who can approve the task.
      • Choose your name and click on the "Save" button.
      • Click on the "Confirm" button ⇒ your name will appear in the [Claimant] column of the corresponding task row.
  3. Approve or reject the task
    • Click on the [Name] in the corresponding task row ⇒ the complete row becomes orange colored.
    • Scroll to the bottom of the page and click on the (task) [request ID] ⇒ you receive a new screen with the details of the task.
    • Click on the "Approve" or "Reject" button at the bottom of the screen according to the action you want to perform with the task and follow the assisted confirmation procedure.

[Back to the top of this page]