These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- ATM Management System
- Process
- Provider account opening
Provider account opening
Review an account application before recording provider authority.
Step by step
-
Prepare application Maintenance Preparer
Link the applicant and supporting evidence to the parent instruction.
- Link the applicant and supporting evidence to the parent instruction.
- Updates Account applications, Work orders, Record attachments
-
Submit revision Maintenance Preparer
Freeze the application revision for decision.
- Freeze the application revision for decision.
- Updates Account applications
-
Approve application Independent Maintenance Approver
Approve or reject the submitted revision independently.
- Approve or reject the submitted revision independently.
- Updates Review decisions, Account applications
ApprovalA person approves before the work moves on. -
Record provider authority Maintenance Preparer
Complete only after the provider grants the account.
- Complete only after the provider grants the account.
- Updates Account applications
Who does what
Roles and permissions- Maintenance Preparer
- Owns assigned preparation.
- Independent Maintenance Approver
- Makes the separate review decision.
- Operations Analyst
- Checks results and differences.
- Auditor
- Reads the authorized history.
- App Administrator
- Manages organization membership and provider setup.
Set up ATM Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.