Application
User’s Manual (Approval of Cash Overages or
Cash Shortages)
www.accessbankplc.com
Cash overage/cash shortage (Teller/bullion team member initiates the workflow)
The initiator accesses the application by Inputting the URL in web browser to log
on to ProcessMaker
https://pmtest.accessbankplc.com/sysworkflow/en/neoclassic/login/login
Input valid Username and Password
Select the Login button
Click on “New case” from the side bar menu on the left pane of the workflow
screen
Select Operations, and then from the drop down select Approval of cash
overage or cash shortage on the home page of the workflow screen and then
click on “Start Case” tab on the right pane of the work flow screen as shown
below respectively:
www.accessbankplc.com
Select the request type (overage/shortage)
Select the currency
Enter the amount
Select the source of the overage/shortage
Select the date it was declared
Input the actions taken
Attach evidence
Submit the request
Select the BM/Team Lead to review and click on continue
www.accessbankplc.com
Approval of cash overages/cash shortages (BM/Bullion Team Lead Authorizes
workflow)
The BM Accesses the application by Inputting the URL in the web browser to
log on to ProcessMaker
https://pmtest.accessbankplc.com/sysworkflow/en/neoclassic/login/login
Input valid Username and Password
Click the Login button
Click on “Inbox” from the side bar menu on the left pane of the workflow screen
and select the appropriate request
System should open a screen showing the details of the request as shown in the
screen below
www.accessbankplc.com
Click on the link in the attached evidence section to view the file attached.
Review the request and enter comments in the comments box. Click on Approve
or reject request.
www.accessbankplc.com
The Zonal head accesses the application by Inputting the URL in web browser
to log on to ProcessMaker
https://pmtest.accessbankplc.com/sysworkflow/en/neoclassic/login/login
Input valid Username and Password
Select the Login button
Click on “Inbox” from the side bar menu on the left pane of the workflow screen
and select the appropriate request
www.accessbankplc.com
System should open a screen showing the details of the request as shown in the
screen below
Review the request and enter comments in the comments box. Click on Approve
or reject request.
www.accessbankplc.com
www.accessbankplc.com