To create a reference only users with an Operator Service user role on the e-Reference service can access the menu to create references for an institution.
The user must provide the following details to create an e-Reference.
Customer Account Number
This is the account number for the Customer who requires a reference.
Customer Account Type
This is the customer’s account type. This can be either Individual or Corporate.
This is the account name of the Customer’s Account
This is the Referee’s Institution
This is the Referee’s Institution branch where the referee’s account is domiciled. This is optional.
Referee’s Account Number
This is the account number for the Referee
Referee’s Account Name
This is the account name for the
This is the account type for the Referee’s account.
The referee form must be attached as a pdf or scanned image.
Step 1: Select "Create e-Reference" from the menu on the left.
Step 2: Enter the require information in the fields as displayed in the image below and save.
The below image shows a list of all references that has been logged by the presenting institution.
All e-References initiated by a Presenting institution can be found under the outgoing e-Reference menu.
Any newly initiated e-Reference that has not been approved by the initiating institution will have its status as "New" under the outgoing e-Reference menu.
The next step is to approve the outgoing e-reference
Step 3: Log in as an Approver user of the institution that has initiated the out-going e-reference.
Step 4: Go to "outgoing e-Reference menu and then select the button beside the "New" e-Reference to preview the details of the e-Reference.
Step 5: Log in as an Approver user of the institution that has initiated the out-going e-reference.
Step 6: Select the checkbox beside the "New" e-Reference to approve.
Step 7: Enter comment if needed and select "Approve" to approve an e-Reference.
Step 8: Select the x icon beside the "New" e-Reference to reject/cancel an e-Reference.