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.
Field | Description |
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. |
Account Name | This is the account name of the Customer’s Account |
Referee’s Institution | This is the Referee’s Institution |
Referee’s Branch | 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 |
Account Type | This is the account type for the Referee’s account. |
Referee Form | 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.
