View works in progress

Works in progress (WIP) are defined as merchant or terminal records that have not been boarded (added to the database). This can be due to incomplete or inaccurate information, or simply because you have decided not to board the records yet. From the Work in Progress page, you can resume data entry activities for these entities or board complete records that have not been boarded yet.

Works in progress are organized into two tables: WIP Merchants and WIP Terminals. The terminals that appear in the WIP Terminals table belong to the merchant selected in the WIP Merchants table. When you select a new merchant in the WIP Merchants table, you'll notice that the terminals in the WIP Terminals table change accordingly.

Navigation

1. Select Work in Progress from the Admin menu.

   

   -or-

   Click the Work in Progress link on the Express Homepage or the Boarding page.

   

   The Work In Progress page opens.

   

2. To change the items that are displayed on the page, select a value in the fields located in the Filter Options group box. You can also enter search criteria in the fields located in the Search Criteria group box and click Search.

Search or filter works in progress

Express provides search and filtering tools that allow you to perform targeted searches on merchant and terminal entities.

1. To filter the records on the page, select the filters that you want to apply from the fields in the Filter Options group box.

   Results in the WIP Merchants and WIP Terminals tables refresh automatically based on your selection.

2. To perform a search, enter values in the fields located in the Search Criteria group box and click Search.

View or modify a work in progress merchant

1. To view a work in progress merchant, click the value in the Merchant Number column of the WIP Merchants table for the merchant that you want to view.

   The Merchant Summary page displays.

2. To modify a work in progress merchant, click the value in the Status column of the WIP Merchants table for the merchant that you want to modify.

View or modify a work in progress terminal

1. Click the value in the Vital Service Number column for the record that you want to view or modify.

   The Request page displays for the selected record if data entry has not started for the record. If data entry has started for the record, the Terminal Setup page displays.

2. To edit the request, click Edit.

   The fields on the Request page are enabled so you can edit them.

   Note: You can click the Terminal Setup Quick Link on the Request page to edit terminal details or to access other terminal boarding pages.

Board works in progress

Merchants and terminals must be in "Ready to Board" status for you to board them.

• Click the Ready to Board hyperlink for the entity that you want to board.

  Tip: The hyperlink is located in the Status column of the WIP Merchants or WIP Terminals table that contains the entity that you want to board.

  The Boarding page opens. In addition to the entity that you selected, all related entities (merchant or terminal) that are ready to board will appear on the Boarding page as well. For information on completing the boarding process, see Board an entity.

Delete a work in progress

The Work in Progress page does not allow you to delete records that have been boarded already. Only records that have not been boarded can be deleted using the procedure listed below.

1. Click the option button for the record that you want to delete.
2. Click Delete.

   Note: If you select and boarded merchant record and click Delete, the in progress terminals for the merchant will be deleted, but the merchant record itself will remain in the Express database.

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