Citidirect be activation configuration of electronic. Instructions for completing citi refresher training. Citi instructions collaborative institutional training. The my settings link allows you to update your user preferences. You are authorized to use this system for approved business purposes only. To learn how to use citidirect be sm effectively, please refer to the following documents. Scroll down that page about 23 of the way to the bottom. To add entitlements, move them from available entitlements window to entitlements for association with the add button. In order to login to citidirect be your login id is needed along with a secure password andor a safeword tm card that generates dynamic passwords, or a digital certificate.
The next time you enter the site the status line will say passed and give you. For automatic receipt please contact banks citidirect helpdesk. It is a digital authentication method that utilizes a users unique physical traits and the builtin biometrics technology on the users mobile device, such as fingerprint and facial recognition, to gain access to citidirect be. Select and provide an answer to a security question. It does not, and should not be construed as, an offer, invitation or solicitation of services to individuals outside of the united states. Manual recording of transaction in stars would be required to prevent suspended invoices. All transactional records, reports, email, software, and other data generated by or residing upon this system are the. Getting started guide this guide provides easy to follow procedures that you must perform to begin using citidirect. Citidirect for securities recommended system requirements. Citidirect be channel services treasury and trade solutions. Citidirect online banking quick reference guides these guides provide information and helpful tips on some of the most commonly used functionality and features available in citidirect online banking.
Signing on to citidirect for securities using the safeword. Please click the link below to return to the login page. Entitling user with access to citidirect of this user manual. Biweekly citidirect training schedule for north america a listing of biweekly net conference classes offered for citidirect file export, file import, cash reporting and inquiries, cash transaction initiation, worldlink, controlled disbursements, automated file and report delivery. If you wanted to take hips training then select the appropriate learner group your role at depaul, e. Pcard program manual iii rev1 11 19 pub citibank government travel charge card training citibank government travel charge card training icg pres administrative online tools citi commercial cards. Import citidirect supports import for fxs from customers accountant system, which allows manual preparation of fxs directly in accountant system and their import into citidirect.
Citi collaborative institutional training initiative. Managing users, managing the card program, reporting, transaction management and the learning center. If you do not have a citi account, you can register fora new citi account using these instructions. Enter the user assigned to the barcode data at the user. Citi training instructions responsible scholarship training supplements graduatelevel training provided by exceptional texas tech faculty to raise graduate students awareness of professional standards of research ethics, integrity, and safety, and of challenges they may face throughout their careers. Add citidirect for securities as a trusted site note. Citidirect online banking provides customers with a wide variety of online support, including updates on new releases and tips on how to use citidirect more efficiently and effectively. Citi client service academy asia overview citidirect be. A safewordtm card with personal identification number pin, along with a. Questions regarding your requirements should be addressed to your irb training coordinator. And if you have any questions, or need additional copies, please call us anytime at 1888citibank, visit your local branch or use the search function on. Feb 16, 2016 if your training has been expired for an extended period of time, you may not be eligible to take the refresher course and should instead retake the basic course.
Citidirect extracts the specified data from a citidirect database and saves it to a file. Please see the user guide available on citidirect online cdol. Citidirect online banking via citidirect be portal. The citidirect be employs secure login processes to ensure that data is safe and accessible only to authorized users. Citi training instructions west virginia university. Unless otherwise noted, the stepbystep instructions begin from the card management home screen.
Citidirect online banking training guides citidirect online banking training guides offer detailed, stepbystep written instructions for a variety of functions and tasks. The citidirect basics guides provide an overview of citidirect, including installation, signon procedures, basic navigation and procedures for customizing the citidirect navigation bar and summary forms, specifying your global user preferences, running reports and submitting inquiries. Welcome to citidirect online banking, citibanks webbased banking platform. Frequently asked questions citidirect online banking. It will show the course and under the status category it will say not passedreenter. Login to citi using your citi credentials, not your bearid. How to use the citi training program to complete your research participation. Helpful hints describes the general layout and navigation of citidirect. Register with sona and select the research study participation alternative activity in the list of studies. If you are a qualified user, you will receive the above email template including your user identification number and the first four characters of your activation code. This user manual guides the user how the product works and how they can use this products.
The report could be generated manually in citidirect, or automatically received via email. Citidirect be sm is the evolution of citidirect online banking citidirect. This user manual is one of the most important types of document which is used in manufactures companies. This is the user that is currently signed in to the application. To learn how to use citidirect besm effectively, please refer to the following documents. Citidirect puts all your corporate banking functions in one securityprotected place, giving you around the globe, centralized access to your account information in real time right from your computer or mobile device. Citidirect online banking puts all of your corporate banking functions in one securityprotected place, giving you around the globe, centralized access to your account information in real time, right from your desktop. Citis nextgeneration banking platform citidirect be provides oneclick access to global transaction capabilities using an intuitive and usercentric workflow. In the compatibility view settings popup screen, check display all websites in compatibility view if it is not already checked 4.
In the center of the page you will see a status line for my courses. Welcome to the citidirect online banking learning center, where you can find a wealth of information on the features and services available through citidirect. The user may choose to either display or download those reports directly from this location. Users may access via such a device, although the presentation may not be as crisp. Automated file and report delivery temporary suspension modifying your scheduled file imports, exports and reports. Using the basic features and functionality of citidirect online banking. Click on the appropriate link to access the citi training you need to complete then login using your bear id and password. For security reasons, your connection to citidirect closed due to inactivity. The customer sends a payment instruction to citi, formatted to market standards and as. The stepbystep processing procedures for both parties are provided in the following sections. Quick reference cards to help you navigate citidirect online banking quickly webbased selfpaced training that interactively demonstrates key citidirect features complete emanuals with detailed stepbystep instructions on how to use citidirect online banking. Access presale tickets and exclusive experiences for concerts, sports.
Applicants will be trained on the following citidirect be platform features. Don ccpmd is located within the navsup corporate operations directorate and is responsible for the management of the navys financial charge card programs and defense travel management system dts. Instructions for citi training office for the protection of. Information compiled by the support team to help you use citidirect solutions and services. Citidirect global card management system gcms training. Online banking, mortgages, personal loans, investing. Participates in security manager training coordinated by the local. This will open a menu that says learners menu at the top. Under the payments tab, select input new outgoing under payment initiation. These options can be accessed via the top menu on the citidirect be portal homepage. File exports are first processed by citidirect online banking, then by you. After a successful login, you will be brought to your citi learners main page.
Security best practices on citidirect be citidirect online banking. Select new user from this list if this is the first time you are signing onto citidirect from this computer. Customer service centers you can contact our citidirect online banking service representatives, who are available to support your technical needs, as well as to assist you with general citidirect questions. Anyone who creates purchase documents, approves andor signs them must attend disbursement training or all entry will be denied. Rcr training discusses general research ethics topics. Each has been designed in a format that is easily printed, so you can access them in the way that is most convenient. There you will see a sentence that says add a course or update your learner groups click on that sentence.
Citidirect shortcuts citidirect shortcuts is a panel featuring a list of. Training requirements and locations are sent to each user depending upon the access requested. If you wish to assign security manager entitlements to a user, select the system administrator group from this list. Citidirect online banking via citidirect be portal citi handlowy. It also provides current information through the navigation of the guidelines for disbursement of funds manual on our website. The system was unable to complete your login request. All changes made to the user manual shall be published by the bank on the website mentioned above and the account holder shall be notified of that fact by means of a message sent via the. Submit a voluntary, anonymous user satisfaction survey. Gip will ask you to confirm that you want to enter the new upload time, if you are entering new upload data. User training online video comprehensive payments guide. Reporting is a secured webbased tool designed to provide apcs with the ability to access, navigate, and explore relational data and make key business decisions in realtime. Instructions for how to register and complete citi training for irbhuman subjects protections.
Afghanistan aland islands albania algeria american samoa andorra angola anguilla antarctica antigua and barbuda argentina armenia aruba australia austria azerbaijan bahamas bahrain bangladesh barbados belarus belgium belize benin bermuda bhutan bolivia bonaire, sint eustatius and saba bosnia and herzegovina botswana bouvet island brazil british. New userfriendly features in citidirect be sm include a portal environment and a convenient single log in that gives you oneclick access to multiple applications. Standing instruction profile and payment flow configuration. Citidirect online banking standing instruction recurring. User manual is a guidance document which is created by the companies which is consisted on all specific instruction of the products, machines and devices. If you decide not to provide a response choose i would rather not disclose step 5. Getting started with citidirect online banking involves three procedures.
The website also features the learning center section, where you can access training support materials anytime. In step three, you will be asked to create a user name, password, select a security question, and provide an answer for the security question. Citidirect online banking training guides offer detailed, stepbystep written instructions for a variety of functions and tasks. This will open a new browser window and take you to 3.
In this window, the user can find a list of generated citidirect reports. Citi instructions 20152016 1 rural research connections program citi training instructions conducting ethical and quality research is an essential part of working with rural communities to address quality healthcare needs and reduce health disparities. With the citidirect be app, you can now leverage new authentication methods to log in securely to citidirect be. Access to those options and the available functionality depends on user entitlements. A note about navigation all stepbystep instructions in this user guide assume you are already logged into citidirect. Instructions for citi training office for the protection. Citidirect user guide department of defense travel. Citidirect be payments quick reference guide making cheque payments 1. If you wanted to upload the barcode data on june 11, 2012 at 9. Select cheque under payment method and complete all remaining fields. Widgets functional shortcuts, transaction creation manual, preformats, file upload, statement creation.
Please reenter your login information or contact your citi service representative. That will take you to the gcms signon screen below, which is the url that you should bookmark or save in your. The criminals often ask if the user can take them through the transaction by sharing their screens. Under payment type, select the appropriate option e. Citidirect online banking via citidirect be portal security manager user manual citiservice citidirect helpdesk phone no.
A faster and simpler way to submit a manual payment. The new interface and navigation are more intuitive. All transactional records, reports, email, software, and other data generated by or residing upon this system are the property of the company and may be used by the company for any purpose. Citidirect be for trade services citidirect be is citibanks bestinclass webbased banking platform. The help link takes you to citidirect be online help. As the component manager for purchase, travel, fuel cards, and dts, we provide our customers with program policy, metrics, training products. Citidirect card management system does not permit dual routing for statements or invoice data transmissions. Under the user name is the system date and time for when the user last logged in.
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