Final Forms Management Setup

After the form and location types are set up, Portico Customer Service selects the Forms Management check box in the Products section on the Credit Union Profile - Products & Services tab for each credit union branch using Forms Management.

After Portico notifies you that Forms Management is activated, complete the following steps:

1. Complete the Forms Management – Movements – Send Forms tab to send forms from the supplier to the vaults(s) and then from the vaults(s) to the drawer(s). A maximum of 100 records can be sent to forms location.
2. On the Form Information window, select the Track check box for each form to be tracked.
3. Before any teller completes the Open tab, complete the Teller Drawer Assignments window to assign drawers. When the tellers open for the day, the Open tab will display the drawer that the teller is assigned to for that day. If your credit union uses Teller Administration, the teller will display the drawer location.
4. Complete the Forms Management – Movements – Receive Forms tab to generate inventory for each drawer location that will be receiving forms.

The Check Register window will no longer be valid. If the teller tries to access this transaction, the message CREDIT UNION NOT AUTHORIZED appears. The teller must access the Forms Management – Corrections Forms Register Maintenance Teller Locations Only tab to maintain the form register.

Now that your inventory is established, you can view the beginning and ending serial number ranges on the Forms Management – Inquiries – Location Inventory tab.