Note: Fields marked with a red asterisk (*) are mandatory.

• Start Date: Click the Calendar icon and select the appropriate date.
• End Date: Click the Calendar icon and select the appropriate date. This field is not required; however, if you do not enter a date, the system will populate the same date as entered in the start date field.
• Bank Number: If you have more than one bank number, select the appropriate bank number from the drop down list.
• Group/Association Number: Type the group or association number in the text box. This is a required field if Group/Association Number is selected as the Research Type.
• Merchant Number: Type the 15-digit merchant number or click Search to perform a merchant lookup. This is a required field if Merchant Number is selected as the Research Type.

  Note: The merchant names and numbers displayed in the Merchant Lookup scroll box are dependent upon your user role and profile.

• Operator ID: Type the Operator ID in the text box. This is a required field if Operator is selected as the Research Type.
• Function: Select the appropriate Function from the drop down list.
• Activity Type: Select All, New Activity, or Maintenance Activity from the drop down list.