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Setup Questions for Checks User Policies

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Confirm that all users have been set up. Prior to setting up user policies, users must be established in System—Security—Users. Display the Users page to access the System Help file and get more information.  
2. Print this topic—one for each user you want to set up. Right-click this topic to display a pop-up menu, and then select Print.
3. Confirm that you have read the setup details on the topic.
4. Answer each of the questions on this page for each user you want to set up.
5. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
6. Send a copy of your completed questionnaire to AMSI Support.
7. Use your answers to set up each user.

User ID

For what user ID am I setting policies?

Enter a user ID: __________________________

Questions for Check User Policies

Minimum Check Amount

What is the minimum amount of the check (or direct deposit) for this user?

Enter an amount: $________________________

Maximum Check Amount

What is the maximum amount of the check (or direct deposit) for this user?

Enter an amount: $________________________

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Checks Effect of User Policies