Viewing the Participant List

The list of available participants appears on the Participants window. To access the Participants window, click Administration on the Lending menu on the Portico Explorer Bar. On the Administration menu bar, click Loan Participation, then click Participants.

How do I? and Field Help

To look up a participant by participant name, select Name from the Search Participant By drop-down list, then enter the name in the Search For field. Length: 40 alphanumeric for participant name

To look up a participant by participant code, select Code from the Search Participant By drop-down list, then enter a participant code in the Search For field. The code must not contain spaces between characters. This code is credit union-defined. Length: 6 alphanumeric for participant code

Click Search to view the participant list beginning with that participant. Portico will search 500 participant records at a time to find the correct participant . You may need to click the More button to search through all the records. Click Reset to clear the search criteria.

Sort the participant list by clicking any of the column headings in the Participation Partner Information grid. Click the Export icon to export the grid contents to Microsoft Excel.

Column Heading	Description
Participant	The code that represents the participant. The code must not contain spaces between characters. This code is credit union-defined. Length: 6 alphanumeric
Participant Name	The full name of the participant. Length: 40 alphanumeric
Next Report Date	The date the next report is scheduled to run. This is the date that the participant will appear on the Participant Loan Remittance Report 659.
Last Report Date	The date of the last report. This is the last date that the participant appeared on the Participant Loan Remittance Report 659.
Check	Click the icon button in the Check column to display the Check Disbursal window.
History	Click the icon button in the History column to view the Participant Disbursal History window.
Maint	Click the icon button in the Maint column to display the Participant Information window.
Loans	Click the icon button in the Loans column to display the Loans Associated to Participant window.

Related Reports: Participant Loan Remittance Report 659