Configuration Of Maker Checker Task
Maker Checker requires a creator and approver to complete a specific work. One person creates the application and the other person should verify and approve the application.
Before starting with the Maker Checker task, the Maker Checker option should be enabled in Global Configuration.
Go to Admin ->> System ->> Configure Maker Checker Tasks.
If the user wants to add or remove the task, click on the Edit button and select the required task or unselect the task if not required.
For Example, Select Portfolio and select Create Client, then click Submit.
It will ask for Approval from the second person to Submit this Client’s details.
Click on the client to view the details. By checking the information the approver can Approve, Delete or Reject the particular client.
The client will be added to the CloudBankIn system and listed in the List of Clients once it has been approved. This application can now be processed by the first person.