Fingate Account Structure / Funds Management > PTA Manager & PTA Maintenance > How To... > Review / Edit and Approve or Reject Non-Sponsored PTA

How To:  Review and Approve, Return, Reassign or Terminate / Cancel a Non-Sponsored PTA Request

Before You Start

Review the email notification requesting your review. Record the Transaction ID number.

 

Expand All Steps  |  Collapse All Steps

  Step 1 – Log in to PTA Manager Approver

arrow  Step 2 – Access PTA Requests

Important:  Please maximize your browser window from this Step on as some buttons are located at the right of the screen.

From Dashboard

From Search


arrow  Step 3 – Review PTA Information

View Tab by Tab

View in a PDF


  Step 4 – Review Attachment(s) if applicable

  Step 5 – Review Approval Routing Setup

arrow  Step 6 – Act on Assigned Tasks

Approve

Return to Initiator

Reassign

Terminate / Cancel Request


 

What's Next?

  • Check the Account Setup: In Progress and Completed Requests tabs on the Dashboard for your request status.
  • You can reassign the request before the transaction is completed. You may review the request but will not be able to edit the transaction if you are not the Initiator or if the transaction has been submitted.
  • To make changes to a completed PTA setup, see For Updating PTA Attributes section on the How To... page.

 

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