ProcessMaker ®

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:

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 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

 If the source of the overage/shortage is cash supplied by BSU or BWH, or ATM

unload; upon selecting the currency, the drop down below is displayed as shown
below. Fill in the required data.


 Select the BM/Team Lead to review and click on continue

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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

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

 If the source of the overage/shortage is cash supplied by BSH or BSU, the

attached file is displayed as shown below.

 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.

 A pop-up box is displayed requiring further confirmation. Select ok.

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 

 Select the Zonal head to review and click continue

Approval of cash overages/cash shortages (Zonal Head Authorizes workflow)

 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.

 A pop-up box is displayed requiring further confirmation. Select ok.

 Click on finish to end the process.

www.accessbankplc.com


www.accessbankplc.com