Land - Landowner Payment Status Update Process

From ProStar Geocorp
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Overview

<article id="top"> The Land Agent creates and submits the Fund Request Worksheet to the Enbridge Representative that will be approving the release of the funds. The Funds Request is reviewed and approved by the Representative who then notifies the Land Agent via the “Notify” function in the Fund Request Worksheet. The Land Company will then issue the cheque to the Landowner. When the cheques are processed by the bank the cashed cheque is scanned and the image is attached to the fund request worksheet by the Land Company.

 

Steps to Update the Payment Status

Listed below are the steps required to update the payment status and attach an image of the cashed cheque.

  1. Launch TransparentEarth. 
    TransparentEarth launches and the login screen appears.  
  2. Enter the User ID and Password and then click Sign In
    TransparentEarth opens providing the user a view of the map.
  3. Select the Land Projects menu item in the dashboard on the left of the screen. 
    The menu opens allowing the user to view the available choices.
  4. Select the Acquisition Fund Requests menu item. 
    The user is presented with the Fund Request workbench in the lower left of the dashboard.
  5. Enter the Fund Request Number in the Drill-Down Filter field, then select the resultant record and click Edit Existing Fund Request
    The user is presented with the Fund Request worksheet in the center of the map display.
  6. Click on the Payment Status column under Tract Calculations
    The user is presented with the Payment Status worksheet.
  7. Enter the Cheque NumberAmountStatus and Date and then click Close
    The user is returned to the previous screen.
  8. Use the scroll bar to view the other landowners that are to have the payment status update. 
    The user is able to access the other landowner records.
  9. Click on the Payment Status icon. 
    The user is presented with the Payment Status worksheet for the selected landowner.
  10. Record the Cheque Number and Amount for a Different Landowner Payment. Enter the Cheque NumberAmountStatus and Date and then click Save if this is the last record to be updated in this request document. 
    The user is presented with a message stating Create New Payment Status.
  11. Confirm the payment status update by selecting the Yes button. 
    The system responds with a message stating New Payment Status Created.
  12. After approving the request, click the Notify Agent button (not yet active) and click the Save button. 
    The user is presented with a message stating Update Land Request Funds Acquisition Worksheet.
  13. Select the Close button to close the worksheet. 
    The user is returned to the map view.
  14. Enter the Fund Request Number in the Drill-Down Filter field, then select the resultant record and click the Edit Existing Fund Request button. 
    The user is presented with the Fund Request worksheet in the center of the map display.
  15. Click the Payment Status icon. 
    The user is presented with the Payment Status worksheet.
  16. Select the Status and Cheque Cashed Date and then click the Attach Check link. 
    The user is presented with a New Photo dialogue box.
  17. Attach a cheque image. Click the Browse button and navigate to the directory with the image of the scanned cheque. 
    The user is able to access directory containing the image of the scanned cheque.
  18. Select the image of the scanned cheque and then click Open
    The cheque image file displays in the dialogue box.
  19. Select OK to confirm the image file is correct. 
    The user is presented with the Payment Status screen and the cheque image is visible.
  20. Select Save to save the update. 
    The user presented with a message stating Update Payment Status.
  21. Confirm the status update by selecting the Yes button. 
    The system responds with a message stating Update Successful.
  22. Click on the OK button. 
    The user is returned to the Payment Status Worksheet.
  23. Select the Close button to close the Payment Status worksheet. 
    The user is returned to the Land Request Funds Acquisition Worksheet.
  24. Select Close to close the worksheet. 
    The user is returned to the map view.

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