Directives

Features

The Section: Directives section allows you to:

• View all transaction directives in the Directives List table

• Filter by Status

• Filter by Sponsor Organization

• Search for specific directives

• View directive details

Location: Directives Section

You can find the Section: Directives section underneath the Navigation Category: Transaction category:

1. Locate the primary sidenav to the left of the page.

   Don’t see the sidenav?

   See How to Toggle Primary Sidebar for more information.

2. Action: Select the dropdown for the Navigation Category: Transaction category.

3. Action: Select Section: Directives from the dropdown.

   

   Directives, Primary Sidenav Location

Directives List Table

The Section: Directives section opens to the Table: Directives List table:

Directives List Table

Columns: Directives List Table

The Column: Columns for the Table: Directives List table can be found at the top of the table:

• Column: Transaction ID - Unique identifier assigned to each transaction in the system.

• Column: CIT Corporation - The corporation linked to this transaction.

• Column: Effective Date - Date when the transaction officially takes effect.

• Column: Total Investment Amount - Sum of all money invested in this transaction.

• Column: Total Shares - The total number of shares included in the transaction.

• Column: Number Of Investments - Count of individual investments included in the transaction.

• Column: Submitted On - Date the transaction was submitted for processing.

• Column: Submitted By - User who submitted the transaction.

• Column: Status - Current state of the transaction (e.g., Pending, Complete).

• Column: Action - Available options to view or manage the transaction.

Filtering the Directives List

The filter section allows you to narrow results by status, organization, or search term.

Directives, Filter Section Location

Filter by Status

1. Action: Locate the dropdown in the filter section.

2. Action: Select a status to filter results.

• Status: All - View all directives regardless of status.

• Status: Pending - Directives awaiting processing.

• Status: Complete - Successfully processed directives.

• Status: Rejected/Canceled - Directives that were rejected or canceled.

Filter by Sponsor Organization

1. Action: Locate the dropdown.

2. Action: Select an organization to filter results.

Search for Directives

Use the search bar to find specific directives by Transaction ID.

Wildcard Search

Use * as a wildcard for partial matches. Example: TRX-2024* matches all IDs starting with “TRX-2024”.

Available Actions

The Column: Action column provides:

• Action: View Details - View detailed directive information

Action Column Location