Selecting a Safe Deposit Box

Screen ID:  USBOX-01 View full-size screen
Screen Title: Safe Deposit Box Specifications
Panel ID: 2723
Tool Number: 912
    View full-size screen

Access this screen by selecting Tool #912 Update Safe Deposit Box Information (Shortcut: sdbox).

This is the first of three screens used to record information about specific safe deposit boxes, including box number and type. These screens are also used when renting a box, to record member account number information and other comments.

  • Enter the Branch Code to view all configured boxes. In the Status column, you will see if a box is rented or available. You can also look up the desired Branch Code using the icon next to the Branch Code field.

  • Once a Branch Code is entered, two fields will appear: Show only box type (accompanied by the icon, which allows you to choose a box type), and Show box(es) rented to account (also accompanied by the icon for a quick lookup of your most recent accounts accessed).

  • The Status column will show one of the following for each box: Empty (available for rent), Rented, or Suspended (cannot be rented).

  • To view boxes available for rent, select Show Available.

  • To view boxes already rented by a member, use Global Search and enter the member's information.

  • To edit any existing box information or suspend a box, select a box from the list and use the Edit button. This will bring you to the next screen.

  • To add a new safe deposit box, select Add to reach the next screen.