Where to find menus

Profile menu displays the name of the company you're logged in to as well as your access right. Click on the name to expand the menu allowing you to switch to other branches you have access to, view and edit your user details, or log out.

Guarantee issuance system Menu: Click Menu to display work-related items, like the guarantee list, amendment list, etc.

Action buttons

On any page, buttons can be found in the bottom-right corner. What buttons appear depends on the page you're on and the status of the transaction.

List pages

Guarantee List, Amendment List, Reduction List, Claim List, and Extend-or-Pay List all work the same way, which will be explained in detail below. If you know how to use one list page, you will be able to use the rest.

The list is displayed like an excel spreadsheet. You can sort and filter each column, as well as resize and re-order the columns.

• Click to sort a column
   
• Click filter a column
   

Use the search box above the list to search the list. The list will be updated automatically; you don't need to click anything.

System IDs

To track items with an ID but still allow the bank and corporate to change reference numbers, the GTK platform uses its own IDs. A guarantee system ID is the letter G followed by the date and time the guarantee was created - G25123112591. Amendments, reductions, and claims are added to the system ID with a letter A, R, or C - G25123112591/A001

System IDs can be clicked on to take you to the transaction.

Statuses

Follow the lifecycle of transactions and users with statuses. 

• A transaction can go from New status to Issued to Closed to Archived (with many variations depending on the type of transaction).
• Users can go from New status to Active to Suspended to Deleted and more