Review Plan Assignments

To view all payment plans which require review, use the Review Plan Assignments option.

 

Step 1: Select the Review Plan Assignments item in the Data Vault menu.

 

Step 2: Choose the appropriate filters. The choices are as follows: 

» Assignment ID – unique id of the plan assignment.

» Client Token – unique token of the client.

» Plan Token – unique token of the plan.

» Plan Name – the name of the assigned plan.

» Plan Description – the description of the assigned plan.

» Start Date range – the date of the first plan payment.

» End Date range – the date of the last plan payment.

 

Step 3: Click the Submit.

 

Step 4: Click Approve to approve the assignment or Decline to decline it.

You can see the details of the assignment by clicking on its ID in the grid.