Using the CU*BASE "Time-Out" Window

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OPERWDWSB

CU*BASE Time-Out

5781


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This unique pop-up window gives you access to many different helpful CU*BASE features, and can be accessed from any screen in CU*BASE, at any time. If you need to interrupt what you are doing to look up some member information or check on the status of a print file, just press the Esc key and whatever screen you are working on will be waiting when you finish.

Check out the video related to this topic: Adding and Viewing Notes in CU*Spy Reports (More videos below!)

Selections

Selection

Description

Printing

Work With Spooled Reports

Use this to display the list of print jobs that have been sent to your “spool file.” A spool file is simply a location where print jobs are stored waiting to be printed.

SEE ALSO: Understanding Writers, Printers, Spool Files and OUTQs

Work With Output Queues

Use this to display a list of output queues containing print jobs. Included will be your credit unions daily and nightly. For more information on the routing of print jobs through output queues, see the OUTQ Routing Control feature.

Work With Printers

Use this to display the status of Writers which control your credit union's printers.

SEE ALSO: Understanding Writers, Printers, Spool Files and OUTQs

Vault

CU*Spy Daily Reports

Use this to look up archived copies of daily reports using the CU*Spy Report Retrieval system.

 

My Check Image Vault

(CU*Answers check processing clients only) Once you click this button, a browser will be launched and you will automatically be logged into the check processing vault which allows you to view for check images only.

If this is your first time you are accessing the vault, you will automatically be logged into the DEFAULT user group.  If additional access, such as the authority to work charge backs is needed, contact a CSR for assistance.  (CSRs, contact the CU*Answers IP Processing Team.)

My Document Vault

Once you click this button, a browser will be launched and you will automatically be logged into idocVAULT.  No entry of username or password is needed.  Just enter your search criteria.  You will only be able to view images or documents you have permissions to view.  

When an employee uses this option, a basic user profile is created in idocVAULT. The naming convention for this profile uses the employee’s CU*BASE username, “_cua,” and your credit union number. (John Smith using our test library would be johns_cua860.)  If your credit union has already created profiles for an employee, you may need to adjust the permissions of this new profile.  

  • For assistance with this feature, in-house Imaging Solutions clients and clients with a vendor other than eDOC Innovations should contact CU*Answers Imaging Solutions at imaging@cuanswers.com.  

  • NOTE:  For this feature to work, "Single sign-on to vault" must be checked in the fifth Master Parameters screen.  

Lookup

Employee ID Look-Up

Use this to display a list of Employee IDs configured for your credit union. This is helpful when completing a screen that requires an Employee ID to be entered, or to look up the name for an ID associated with a transaction or account record.

Data Center Employee List

Use this to view a list of Data Center (non-credit union) staff IDs and names.

Other

Calendar

Use this to access a calendar.

Display System Messages

Use this to display any iSeries messages related to jobs you have submitted.

Member Services

Account Inquiry

To launch the Member Inquiry feature.

OFAC Scan

Accesses an OFAC scan screen which allow you to enter any item, such as a vendor name, and run an OFAC scan on it at any time. 

Phone Operator

To launch the Phone Operator/Inquiry feature.

Rate Inquiry

To launch the Rate Inquiry feature, used to look up current rates on credit union Share, Certificate and Loan products.

Supervisor Trans Override

Use this to perform an override on a member account to release funds for a single transaction. (Requires an authorized employee ID and password.)

Additional Video Resources

View more videos about CU*BASE GOLD basics.

Visit the Show Me the Steps video library to view more videos!

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#OPERWDWSB.htm