Safe Deposit Box Event History

The Safe Deposit Box Event History tab displays the dates, times, and individuals who last accessed the safe deposit box and selected events that occur while the box is assigned to the member. If a Key Status Change has occurred or a comment has been added, an icon will appear in the Add’l Info column. Click the icon and a pop up window will display the change.

To review safe deposit box history, under Member Services on the Portico Explorer Bar, select History/Reversals. The History tab appears on top. Locate the member using the search tool on the top menu bar. Select the down arrow to select the search method, then enter the search criteria. Select the green arrow or press ENTER to locate the member. On the History tab, select the Type of History down arrow and select Safe Deposit Box Event History. Then, click Search.

You can also view safe deposit box event history from the History tab on the Maintain Safe Deposit Box dialog box.

How do I? and Field Help

To specify a date range:

• Click the Earliest Date/Begin Date down arrow to select the earliest date of history to review from the calendar or enter the date in MM/DD/YYYY format. Keyword: BD / Safe Deposit Box Keyword: SE
• Click the Latest Date/End Date down arrow to select the latest date of history to review from the calendar or enter the date in MM/DD/YYYY format. Keyword: ED / Safe Deposit Box Keyword: EE

Select Search to use the selection criteria specified to search for history.Click Reset to clear the selection criteria and begin a new search.

The Safe Deposit Box Event History grid displays the dates, times, and individuals who last accessed the safe deposit box and selected events that occur while the box is assigned to the member. Click the Export icon to export the grid contents to Microsoft Excel.

Column Heading	Description
Location	The credit union branch number where the safe deposit box is located. Length: 3 numeric Keyword: LO
Box ID	The credit union-defined ID associated with the safe deposit box. Length: 6 alphanumeric Keyword: SB
Event Date	The date the event occurred for the safe deposit box.
Time	The time the event occurred for the safe deposit box.
Teller	The teller who updated the Assign/Maintain Safe Deposit Box dialog box.
Event	The type of event that occurred. Valid values are: Box Assigned Key Status Changed Box Comment Box Accessed Box Unassigned
ID Rendered	The type of ID presented for verification of the owner or co-owner.
ID Number	The ID number associated with ID used for verification of the owner or co-owner.
View ID	Portico masks driver license numbers. You can click the icon button to display a pop up window containing the driver license number. Portico will log each time a user clicks the icon button to view a driver license number in the View Sensitive Data Audit report.
Accessed By	The name of the owner or co-owner who last accessed the safe deposit box. Length: 26 alphanumeric
Sig	If a red check mark appears, a signature was obtained from the owner or co-owner.
Add'l Info	If a Key Status Change has occurred or a comment has been added, an icon will appear in the Add’l Info column. Click the icon and a pop up window will display the change.