Online Reporting System User Manual Retail Intermediaries
Contents
1. 4 Ze Banc Ceannais na hEireann 2 34 Central Bank of Ireland Eurosystem Online Reporting System User Manual Retail Intermediaries Version 1 0 July 2011 Table of Contents Accessing the Online Reporting System cccccesccccsssecccceseccceesececeesececeeneceeeeesccessuecessegecessugceesageeeetas 3 TAINS NS VOU SS aa tre resco cee tas lve oa as eh eae de esse eee eee 4 The Home PAs eter cies esses oils ret 2 lous Sadi ccaa cea haemo wags hoavanec E ouaaseeerndaatemeceioces 5 VIEW Edi Dala Ra mean emt eae Se ee nT Oe a EET Re PRO EE EE AY OCs SERA ORE Ee RO 6 COMPIEtINEG a Secon ofthe RETIN docwinssedcsasiercrainseet ea daecnssustdecetiaies ule asdaceateedadineiated aidan 8 SAVINGS Data nca ealocue sha ea ta wae osdea vate an E ee esata 11 Wanacing USerACCOUNUS airneo ona O N a a 13 72X00 Fo Ug cate ani S Or E NE A A AA 15 Finalisine a RECU ioan E A au Gunosedantencnemueataacnere ice 18 SENINE OMS RETUR eean A E R A 19 Accessing the Online Reporting System E Login Windows Internet Explorer cP E G tg 7 le https onlinereporting cbfsai ie z E 5 x Google Ireland p we ode E Login fo amp 7 v Page v iG Tools v Rok Banc Ceannais na h ireann Online Reporting System Central Bank of Ireland Eurosystem Login Instructions Login to Online Reporting Enter the Institution Code and Login Name given to you by your administrator and the password you use to identify Instituti2. Jane Doe Eurosystem Home gt Data gt Retail Intermediaries Annual Return Returns gt 31 Jan 2011 n Retail Intermediaries Annual Return 31 Jan 2011 Sections Section Status quired Last Updated By Last Updated re Retail Intermediaries General Information Invalid Mandatory Jane Doe 24 May 2011 11 46 4 y Retail Intermediaries Financial Information Walid Mandatory Joe Bloggs 24 May 2011 10 16 A y Retail Intermediaries Ownership Information Walid Mandatory Joe Bloggs 23 May 2011 10 25 4 y Retail Intermediaries Conduct Of Business Valid Mandatory Joe Bloggs 24 May 2011 10 20 A vy a Before a return can be finalised the data contained in each form must be valid Users can look at the Status column to ensure that each form is valid If a form is showing up as invalid click on the I button to show any errors in the form The errors will appear in a pop up box lf a user attempts to finalise a form before all errors This Return cannot be Finslised yet because not all Templates have been properly completed some have been amended the text box on the left will Forms have been saved with errors i e saved even though the data entered was invalid Each Form that appear on screen contains emors must be fixed and saved again before the Return can be finalised Once all the forms are valid the user should click on the Finalise button in order to finalise the return Once
3. to do now View user messages Messages You can click the Help button at the top right to get help on any page Setup new users reset their passwords etc Manage User Accounts Tasks 31 Jul 2011 Retail Intermediaries Annual Return return for 31 Jan 2011 needs to be completed This return mustbe View Online Help submittedin 2 months Central Bank Website HF 1 Done G Local intranet Protected Mode On R1255 v y i j j OY S Home Windows In Home Firm Wind Online Reporting sy Online Return Guida Online Reporting Re O Inbox Microsoft O Wry cH 17 16 The above screen shows the HomePage of the Online Reporting System From here a number of things can be done Blue A number of actions can be performed from this menu Each of these are explained in detail below Red Help is available by clicking on either of the areas highlighted in red Green This box shows current tasks which are required to be completed and their due date for your firm Purple The New Messages box will display any messages from the Central Bank of Ireland to the firm regarding the system or industry reporting requirements View Edit Data Return Types Windows Internet Explorer o EEE Te Icone reune Return Types We Gt Retum Types gt ED oh 1 Page gt O Toots v jig Ceannais ha hhireann C12345 ABC Ltd Central Bank of I ind Joe Bloggs ii This screen shows the Retail
4. return or individual sections can be exported to Microsoft Excel This allows users the option to complete the return or the section using Excel before they complete the return online ba Clear Section This option clears all data previously entered Completing a Section of the Return View Form Windows Internet Explorer aie g Po torosenn Homa Det RAR Meee 3 201 A Cor s This screen shows the General ao View Form Sh gt G r cb Page E Tools v OC Lt gg Information Section of the return Joe Bloggs C12345 Jata gt Retailintermedianes Annual Return Retums gt 1 Jan 2011 gt Wc Ceannais na NECA Central Bank of Ireland If you want to edit any of the data a scroll down to the bottom of View Form Data the screen and click on Edit Data General Information Aiii b The page will automatically refresh Once the page has vt coo reloaded clock on a field to edit 3 Is this still the correct Legal Status of the Firm the data within it c Authorisation Status and Authorisation Sub Status 4 Are you a member of any representatives bodies 5 Representative Body Select Yes for all that apply PIBA No IBA No BFI No IMAF No Done i Local intranet Protected Mode On RIS P Li r Ar General Information 1 Trading Name DEF Limited XYZ Ltd o M S c General Information 1 Trading Name XYZ Ltd Add New Row View Form Win
5. the Cancel button After clicking the cancel button you will be returned to the View Form Data page 10 Saving Data When saving data by clicking on the Save Form button the data that is entered must conform to the parameters or rules associated with the form that you are filling out When the Save Form button is clicked the form is checked against these rules and if it conforms to them the form is saved and you will be returned to the View Form Data page If the form does not conform to the rules on clicking the Save Form button you will remain in the Edit Form Data page Each of the cells that do not comply with one or more of the rules will be highlighted in red see the example below You can view the errors associated with each cell by hovering the mouse over the cell when you do this you will be presented with a tool tip that displays all of the errors associated with the cell 4 Are you a member of any representatives bodies Yes il 5 Representative Body Select Yes for all that apply PIBA Yes IBA No BFI Yes IMAF No Other Yes If Other please specify If Other selected you must enter a value here 6 Principal Business Address Address 1 Dame Street Address 2 Dublin 2 Address 3 Address 4 Address 5 11 For a full list of errors on the form click on the View Errors button This will open a pop up window that displays all of the errors on the fo
6. Edit the Data on a Section click the Edit Data button the red box at the bottom of the screen Users can also view the section in Microsoft Excel by clicking the Export to Excel button the purple box This page enables you to enter data into a form or update the data in an existing form In order to enter data into a particular cell on the form click on that cell which will then be highlighted and enter a value It is possible to navigate through the cells in a form using the tab key the arrow keys or by clicking on the individual cells When a value has been entered in a cell and the cursor moves on to the next cell the value in the first cell is validated by the reporting system If validation is passed you may continue to the next cell and enter data here where the process is repeated If validation is failed focus will be brought back to the cell that failed validation and you must enter the correct value type e g positive negative etc and format type An error message will be displayed if a cell fails validation outlining why validation has failed For example Windows Internet Explorer es A The value entered is not a number Besides entering or editing data the main operations that can be carried out on this page are You can save the form by clicking on the Save Form button see Saving Data below You can disregard all of the changes you have made to the form by clicking on
7. Return gt Returns gt 31 Jan 2011 bn Retail Intermediaries Annual Return 31 Jan 2011 Sections bestia ov astupatea L Retail Intermediaries General Information Valid Mandatory Jane Doe 24 May 2011 11 55 A E y Retail Intermediaries Financial Information Valid Mandatory Joe Bloggs 24 May 2011 10 16 A y Retail Intermediaries Ownership Information Walid Mandatory Joe Bloggs 23 May 2011 10 25 4 7y Retail Intermediaries Conduct Of Business Valid Mandatory Joe Bloggs 24 May 2011 10 20 A 7 Sign Off Add Section Note If any of the data is edited after being finalised the return will need to be finalised again Sign Off To Sign Off the return the user must click on the Sign Off button 19 Sign Off Return Instance Windows Internet Explorer http onlinereporting Home Data RIRAR Returns 31 Jan 2011 _signoff all w we Sign Off Return Instance Banc Ceannais na h ireann C12345 ABC Ltd Central Bank of Ireland Joe Bloggs Eurosystem Home gt Data gt Retail Intermediaries Annual gt Returns gt 31 Jan 2011 gt SignOf Return Sign Off Return Instance Sign Off Return The Return is ready to be signed off The Retail Intermediaries Annual return for 31 Jan 2011 must be signed off to complete the process of submitting data to the Central Bank This return is being revised for the second time it was originally due for submission by 31 Jul 2011 After you sig
8. button will only work once the box is ticked singh To sign off the return and submit the information to the Central Bank click on a q LF L Tu the Sign Off Return button 20 E Sign Off Return Instance Windows Internet Explorer 7 7 http onlinereporting Home Data RIRAR Returns 31 Jan 2011 _signoff sl w we Sign Off Return Instance Logout Banc Ceannais na h ireann ied 2345 ABC Ltd Central Bank of Ireland Joe Bloggs Set ot Ne re Eurosystem Home gt Data gt Retail Intermediaries Annual Return gt Returns gt 31 Jan 2011 gt SignOff Return Sign Off Return Instance x Sign Off Return The return has been successfully signed off You have successfully signed off the Retail Intermediaries Annual Return return for 31 Jan 2011 it has now been submitted to the CFBFSAI This return was successfully submitted by the 31 Jul 2011 deadline This Return is locked and cant be changed until it is unlocked for revision by the Central Bank Use the back button to navigate to the previous page View Online Help Central Bank Website 2010 Central Bank of Ireland Conditions Of Use Privacy Statement Contact Us Once the return has been successfully signed off the above screen will be displayed 21
9. dows Internet Explorer Log E hittp ontinereporting Home Data RIRAR Retums 31 Jan 2011 RIRGENL S6 We St View Form 9 Auditor s Information Auditor s Name Auditor s Address 1 Auditor s Address 2 Auditors Address 3 Auditors Address 4 Auditor s Telephone Auditor s Email Address E Edit Form Windows Internet Explorer G tg 7 A http onlinereporting Home Data RIRAR Returns 31 Jan 2011 RIRGEN1 56 _editData w od Edit Form 46 Banc Ceannais na h ireann E Gats Central Bank of Ireland Eurosystem Home gt Data Retail Intermediaries Annual Return gt Returns gt 31 Jan 2011 gt Edit Form Data 1 Trading Name Add New Row 2 Legal Status 3 Is this still the correct Legal Status of the Firm 7 Authorisation Status and Authorisation Sub Status IMD Firm Auth Status is Registered and Auth sub status is Tied Insurance Intermediary 4 Are you a member of any representatives bodies vv 5 Representative Body Select Yes for all that apply PIBA IBA BFI IMAF Other If Other please specify __fi_Drinrinsl Rucinace Addrace C12345 ABC Ltd Joe Blo General Information No No No No General Information Edit Data To add Notes to a Section click on the Notes button the green box This allows a user to add notes Please note that these notes will be submitted with the return and thus will be visible to the Central Bank of Ireland To
10. e a message to see its full text View or update the information the system stores about you The Task List at the bottom of the page shows what you need to do now View user messages You can click the Help button at the top right to get help on any page 31 Jul 2011 Retsil Intermedisries Annual Return return for 31 Jan 2011 needs to be finalised This return must be View Online Help submitted in 2 months Central Bank Website 2010 Central Bank of Ireland Conditions Of Use Privacy Statement Contact Us The Business Administrator should click on the Manage User Accounts option on the main menu 13 E Users Windows Internet Explorer ad le http onlinereporting Home Administration Users wR ar Users Banc Ceannais na h ireann Gai 2345 ABC Ltd DuA gt D Central Bank of Ireland Joe Bloggs Eurosystem Home gt Administration Users Users ABC Ltd User Accounts This page shows your Fui EP eee Last Password Password institution s user accounts tut fame sete ono sasia Change jane doe Jane Doe User 24 May 2011 10 51 24 May 2011 10 51 amp a X Click on any user to view his or SOTE her details oe bloggs Joe Bloggs Adainisiraior 24 May 2011 10 52 20 May 2011 17 15 4 ta As an administrator you must make sure that user accounts are disabled if that person leaves the job or no longer performs that role g View Online Help Central Bank Web
11. enior position within the firm 15 Account Type Business Administrator User can administer at own F level User can administer at own level This box is an option when an additional Business Administrator is being set up By ticking the box the additional Business Administrator is able to reset the passwords and administer the use of the system by other Business Administrators within the firm Click on the Add User button at the bottom of the page to continue ger Edit User Access Windows Internet Explorer wg 7 A http onlinereporting Home Administration Users jane_doe _setAccess w we Edit User Access ets Banc Ceannais na h ireann C1 2345 ABC Ltd TA a Central Bank of Ireland Joe Bloggs Eurosystem Home gt Administration gt Users gt jane_doe gt Edit User Access Jane Doe Edit Access This page shows the access Return Type Role sd that Jane Doe has to each return type Retail Intermediaries Annual Return none hd none 3 Edit For maximum security you Veri should only grant the minimum access that this user needs to do his or her job View Online Help Central Bank Website 2010 Central Bank of Ireland Conditions Of Use Privacy Statement Contact Us On the next page the Business Administrator must set access for the new user The differences in user levels are set out below Business Administrator The Business Administrator in each firm w
12. etums ScheduledReturns Firm Returns aspx C12345 ABC Ltd me This page shows the Retail Joe Bloggs He 2S Sa Ses Intermediaries Annual Return in Retail Intermediaries Annual Returns order of reporting date Click on This page shows all the Retail eporting Date Status Submission Due Date Last Updated By Last Updated OE anon amt tise i hae ielele the date to view the return There are outstanding returns whech need to be completed and submitted to the Central Bank View Online Help Central Bank Website F Sections Windows Internet Explorer om G i E hitp onlmereperting Home Data RIRAR Retuens 31 lan 2011 x P Sect O n S We St Sections M D loger Toos C12345 ABC Ltd Joe Bloggs The screen shows the online return There are either four or five iiaia Retail Intermediaries Annual Return 31 Jan 2011 Sections i sections on the return depending Reta Intermediaries Generalinformation Blank Mandatory Centrai Bank z0 BD on the firm s legal status To view Retail intermedianes Financ iat information Blank Mandatory Central Bank 20 May 2011 1135 2 7 E y Bikiinid ed linkin Gaia snes a eB one of these sections click on the Blank Mandatory Ceniral Bank 20 May 2011 11 s M J link View Online Help There are also a number of actions users can carry out from this view 4 Validate This shows any errors outstanding on a section Export to Excel The
13. i Intermediaries Annual Return To Retail Intermediaries This page shows the types of data reported by your institution A access the return click on the link Retas intermedianes Annual Return Retail intermediaries Annual Return Only the return types which you have access to are shown here Click on a return type name to view or enter data or to upload a file View Online Help Central Bank Website 010 Central Bank of iretand Conditions Q Statement p IE Tivacy S Local intranet Protected Mode On R128 lt ee a Ee a In Return Type Options Windows Internet Explorer ee or J E hittp ontinereporting Home Data RIRAR Te elle one Return Types Options Ceannais na epee ann C12345 ABC Ltd itral Bank of Ireia Joe Bioggs m This page shows the options F available for the return Click on Return Type Options Retail Intermediaries Annual Return This page displays the options i View Edit Retu rns for the Retail intermediaries View Edit Return Annual Return retum for your institution You can enter data or view previously entered data by clicking on the View Edit Returns button View Online Help Central Bank Website amp Local intranet Protected Mode On R128 Retums ScheduledRetums Firm Returns aspx Windows Internet Explorer G Koy E http onlinereporting Home Data RIRAR Retums Retu rn S wa k R
14. ill be responsible for creating new Users and supervising the use of the system within their own firm Accordingly a Business Administrator should be a person of a senior position within the firm The initial Business Administrator will be set up by the Central Bank of lreland and can edit finalise and signoff an online Return 16 User with View Access The View role will allow users view only access to the return data They are unable to edit finalise or sign off the return and accordingly this role should only be used for reviewing purposes only User with Edit Access The Edit role will allow users to edit and finalise information on the Online Return The Return must be finalised before the sign off and submission process can take place Please note however that a User with Edit Access will not have permission to sign off and submit the overall return User with Verify Access The Verify role allows users to view data as well as and signing off the return Only individuals who are an approved person under the Central Bank of Ireland s fitness and probity requirements should be granted this role Click on the Set Access button to complete the set up of the new user 17 Finalising a Return Sections Windows Internet Explorer iy 7 A http onlinereporting Home Data RIRAR Returns 31 Jan 2011 v w ate Sections KOR Banc Ceannais na h ireann C12345 ABC Ltd RES na a Central Bank of Ireland
15. n off the return it will be locked once again and you will no longer be able to make changes Declaration To signify your acceptance of this statement tick the box below 7 declare that the information which has been entered for the Retail Intermediaries Annual return for 31 Jan 2011 is complete and correct to the best of my knowledge e oC View Online Help Once you have verified the correctness of the data to your satisfaction click the Sign Off Return button below to Administration Manual sign off the return and submit the data to the Central Bank This will complete the process of submitting the return for this period Central Bank Website 2010 Central Bank of Ireland Conditions Of Use Privacy Statement Contact Us The above screen requires the user signing off the return to agree to the following declaration Declaration To signify your acceptance ofthis statement tick the box below declare that the information which has been entered for the Retail Intermediaries Annual return for 31 Jan 2011 is complete and correct to the best of my knowledge Once you have verified the correctness ofthe data to your satisfaction click the Sign Off Return button below to sign off the return and submit the data to the Central Bank This will complete the process of submitting the return for this period Users must tick the box in order to agree with the statement Note that the Sign Off Return
16. ome neenENNNES TEE Add User x s Banc Ceannais na h ireann 7 2345 ABC Ltd Central Bank of Ireland Joe Bloggs Eurosystem Home gt Administration gt Users gt Add Add User Add User To set up a new user on the z Online Reporting system enter sii jane_doe the required details and click the Add button Title Miss The login name must be unique First Names Jane for all users within an institution Surname Doe Passwords eocccece You must assign a default password which the user will then need to change the first Confirm Passwords eecceeee time they log in to the system Account Type User X It is especially important to ensure the email address is correct as the system will use that address to communicate with the user Email Address jane doe abcretailintermediary ie Telephone Number 01 1234567 View Online Help Administration Manual pdf Job Title Director Central Bank Website Whatis a strong password Add User Cancel 2010 Central Bank of Ireland Conditions Of Use Privacy Statement Contact Us Please note that there are two accounts types Business Administrator and User It is at the discretion of the firm to add additional Business Administrators as they see fit The Business Administrator will be responsible for setting up users resetting passwords and administering the use of the system within the firm therefore the Business Administrator should be a person who holds a s
17. on Code C12345 yourself and click the Login button Login Name joe_bloggs Password XTY If you have forgotten your login details please contact your Firm Administrator If you are unsure who your administrator is you can contact us for assistance make sure to include your name and institution in the message Central Bank Website 2010 Central Bank of Ireland Conditions Of Use Privacy Statement Contact Us Internet Protected Mode On 125 v l a a m r a Home Windows In gt Login Windows Int Document Micro KO Inbox Microsoft O ra te 17 01 The Online Reporting System login page can be accessed by typing the following URL into your browser address window https onlinereporting cbfsai ie Note that the Online Reporting System is a secure site and uses the https prefix Once the login screen is displayed enter your institution code username and password e Institution Code This is the unique code for your firm which is already included on all correspondence issued by the Central Bank of Ireland It begins with a C and is followed by between three and five digits e g C999 or C12345 e Login Name This will be issued to the firm s appointed Business Administrator by the Central Bank before the first online return is due e Password This will be issued to the firm s appointed Business Administrator by the Central Bank before the first online return is d
18. rm A detailed explanation of each error can be viewed by clicking on the arrow beside each error E View Complete Error Report Windows Internet Explorer Validation Errors Report Print current page Collapse all Errors RAR FIN CON 003 Issued Share Capital Reserves Net Assets E Issued Share Capital Reserves Net Assets RAR FIN CON 002 Net Assets less Intangble Assets Net Assets Shareholders Funds Intangible Assets Net Assets less Intangble Assets Net Assets Shareholders Funds Intangible Assets Print current page Collapse all Errors Expand all Errors Also when viewing a form with errors you will notice a Save With Errors Save With Errors button You may save the form as a draft containing the existing errors by clicking on this button 12 Managing User Accounts Home Firm Windows Internet Explorer G k _ http onlinereporting Home v ve de Home Firm gt Or Banc Ceannais na h ireann C12345 ABC Ltd Central Bank of Ireland ase Joe Bloggs Home Page New Messages J View Edit Data You have no new messages From here you can perform View or edit return data any of the actions shown e EA 5 opposite oo Administration Go to Message Archive gt Messages about the system Configure how your Institution uses the system and industry reporting requirements are displayed on the right of this page Click on My Profil
19. site 2010 Central Bank of Ireland Conditions Of Use Privacy Statement Contact Us The Users screen lists the different users already set up for the firm and includes their user name full name the type of user their last login and last password change There are a number of actions that can be performed from this view Edit User Profile This allows the Business Administrator to edit a user s profile They can change details such as email address telephone number and job title Note that the system does not allow the login name to be changed FEl Edit User Access This allows the Business Administrator to change a user s access setting There are three levels of access which are outlined in the Online Return Guidance Notes for Retail Intermediaries tal Reset User Password This allows the Business Administrator to reset a user s password A verification code will be emailed to the user which they must enter when they log in with their new password They will then be prompted to change their password Delete User This allows the Business Administrator to delete a user Please note that once a user has been deleted another user cannot be set up using the same user name 14 Adding a User In order to set up a new user on the system click on the Add User button gt Add User Windows Internet Explorer Gak http onlinereporting Home Administration Users _add z w f 98 7 Home H
20. the return is finalised the confirmation screen below will appear Finalise Return Instance Windows Internet Explorer in i A http onlinereporting Home Data RIRAR Returns 31 Jan 2011 _finalise w Finalise Return Instance iO Banc Ceannais na h ireann oy PAL hye 108 Ltd Central Bank of Ireland Jane Doe Eurosystem Home gt Data gt Retail Intermediaries Annual Return gt Returns gt 31 Jan 2011 gt Finalise Return dapena Retail Intermediaries Annual Return 31 Jan 2011 has been finalised This page shows the results of Finalising a Return The return This Return is Finslised it must now be Signed Off to be submitted to the Central Bank Use the back button to navigate to the previous page will only be finalised if it has passed all cross form rule Back checks 18 Signing Off a Return Sole traders are able to sign off their own Return However private limited companies and partnerships must have their Return signed off by a separate user to the one that finalised it Please note that the Return must be signed off by an approved person i e a director or partner at the firm Sections Windows Internet Explorer a 7 _ http onlinereporting Home Data RIRAR Returns 31 Jan 2011 wd che Sections KOR Banc Ceannais na h ireann C12345 ABC Ltd Central Bank of Ireland Joe Bloggs Eurosystem Home gt Data gt Retail Intermediaries Annual
21. ue Once these details have been entered click the login button to enter the Online Reporting System Changing Your Password E Change Your Password Windows Internet Explorer cP E G wg 7 A http onlinereporting Home Administration ChangePassword Z 4 x Google Ireland 2 x gt gt w de gg Login Change Your Password X gt B gt ab Ep Page G Tools Logout fens Banc Ceannais na hEireann C1 2345 x ABC Ltd re Central Bank of Ireland Joe Bloggs Eurosystem Home Administration Change Password Change Password Change Your Password You should change your password regularly to ensure ee You must change your password now as you have not updated your password in 6 months Your password should be kept ae cre secret at all times it should never be written down or disclosed to anyone else Eir Kiai ee Confirm New Password Whatis a strong password Change View Online Help Central Bank Website 2010 Central Bank of Ireland Conditions OfUse Privacy Statement Contact Us lt 1i r Done G Local intranet Protected Mode On 125 v _ _ _ _ _ _ i j j _ Home Windows In Change Your Passw Online Reporting sy a Online Return Guida m Online Reporting Re O Inbox Microsoft O Wirz c 17 09 On logging on for the first time or if you have not logged on for more than six months you will be asked to change
22. your password Enter the old password then the new password and finally confirm the new password e The new password cannot be the same as the old password or any of the five previous passwords e A strong password is required i e it is of sufficient length six characters or more and or contains a combination of upper and lower case letters digits and special characters e g A amp Please refer to the Online Return Guidance Notes for Retail Intermediaries for further information on password strength and security The Home Page Home Firm Windows Internet Explorer cP lle COW M A http onlinereporting Home X 4 x Google Ireland Qe We de 92 Login Home Firm x hy Bly ab sp Page v G Tools v rok Banc Ceannais na h ireann C12345 ABC Ltd y Al eee eee ee Joe Bloggs Central Bank of Ireland Eurosystem New Messages Home Page g View Edit Data From here you can perform View or edit return data any of the actions shown opposite You have no new messages Go to Message Archive gt gt lt 4 Administration Configure how your Institution uses the system Messages about the system and industry reporting requirements are displayed on the right of this page Click on My Profile a message to see its full text View or update the information the system stores about you m The Task List atthe bottom of the page shows what you need
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