Process Name:

Create Cashiering Sample Report

Role:

Internal SUITS user

Objective(s):

To create the cashiering sample report

Before you begin:

The current years cashiering sample report is not created

What happens next:

The cashiering sample report is ready to be filled out.

1. 

Click the Review hyperlink to input check information selected in the Sample.

Clicking the ‘Review’ hyperlink of a corresponding TPS Universe will the Coding Sheet Maintenance screen for that sample report.

2. 

Enter the required information, then click the ‘Add’ button under the Sample Data Coding Sheet panel.

Clicking the ‘Add’ button will prompt SUITS to display a blank row in the ‘Sample Data Coding Sheet’ panel. Here, you will enter the payment information that will be used in the sample.

3. 

Enter the required information for each data set you added from Step 2. Then click the ‘Next’ button.

By clicking the ‘Next’ button, you will move to the next step in the wizard

4. 

Review the information in each of the panels. If everything looks correct, enter a note in the Notes field, then click the ‘Finish’ button.

Clicking this button will submit the sample and navigate you back to the ‘TPS Acceptance Sample Reports’ screen.