{"id":7484,"date":"2021-09-11T13:51:35","date_gmt":"2021-09-11T13:51:35","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/configuration-of-maker-checker-task\/"},"modified":"2021-09-11T18:13:01","modified_gmt":"2021-09-11T18:13:01","slug":"configuration-of-maker-checker-task","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/configuration-of-maker-checker-task\/","title":{"rendered":"Configuration Of Maker Checker Task"},"content":{"rendered":"\t\t
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Maker Checker requires a creator and approver to complete a specific work. <\/span>One person creates the application and the other person should verify and approve the application.<\/span><\/p>

Before starting with the Maker Checker task, the Maker Checker option should be enabled in Global<\/span> Configuration.<\/span><\/b><\/p>

Go to <\/span>Admin<\/span><\/b> ->> <\/b>System<\/span><\/b> ->> <\/b>Configure Maker Checker Tasks.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Maker\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tSearch for Maker Checker in the search option and <\/span>enable<\/b> it.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tGo to<\/span> Admin <\/b>->><\/b> System <\/b>->><\/b> Configure Maker Checker Tasks.<\/b>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tOnce you click on the <\/span>Configure Maker Checker<\/b> Tasks, it will show the list of existing Maker Checker Tasks.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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If the user wants to <\/span>add or remove<\/b> the task, click on the <\/span>Edit <\/span><\/b>button and select the required task or unselect the task if not required.<\/span><\/p>

For Example, Select <\/span>Portfolio<\/span><\/b> and select <\/span>Create Client, <\/span><\/b>then click<\/span> Submit.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\tNow try to create a <\/span>Client <\/b>and <\/span>Submit <\/b>it. <\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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It will ask for <\/span>Approval <\/b>from the second person to Submit this Client\u2019s details.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Approval\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tGo and select <\/span>Checker Inbox & Tasks,<\/b> from the shortcuts on the left side of the <\/span>CloubBankIn <\/b>Page.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\tOn the <\/span>Checker Inbox & Tasks<\/b> page, it will show the client details below the Checker Inbox and in the Respective Tabs for <\/span>approval<\/b>.<\/span>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Approval\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Click on the client to view the details. By checking the information the <\/span>approver <\/span>can <\/span>Approve<\/span><\/b>, <\/span>Delete <\/span><\/b>or <\/span>Reject <\/span><\/b>the particular client.<\/span><\/p>

The client will be added to the CloudBankIn<\/strong> system and listed in the List of Clients once it has been approved. This application can now be processed by the first person.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Client\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5667,"menu_order":9,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-7484","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nConfiguration Of Maker Checker Task - Wiki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/configuration-of-maker-checker-task\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuration Of Maker Checker Task - Wiki\" \/>\n<meta property=\"og:description\" content=\"Maker Checker requires a creator and approver to complete a specific work. 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