More Issue Tracking System Tips

This is another in a continuing series of posts concerning the CBS Issue Tracking System.

• Specific Descriptions: When you submit an issue, please make sure that you provide us with as much information a possible in the Description section. For example:

  Please enter as much of an error message as possible, or if possible, attach a screen capture of the error to the issue.

  Please enter your specific question, not "I have a question about ACH."

  When you have specific problems regarding a member's account, please provide us with the account and sub account number, the member's name, the date and amount of the transaction in question.

  Important! Please do not enter any member information in the Summary section of the issue.

The more detailed the question, the easier it is for the support staff to help you

• Access to the Issue Tracking System: If you have a staff member that needs access to the Issue Tracking System, please submit an Issue Type 30 - General Information, request via the Issue Tracking System to add access to the Issue Tracking System with the following information:

  + Full Name (First Name, Middle Initial, Last Name)
  + Branch Location (if applicable)
  + Telephone number
  + E-mail Address (The staff member must have their own e-mail address)

  Normally, you will receive an answer within one business day.

Please direct any questions regarding this posting to the Issue Tracking System.

Year-End Checklist

Click here to view/print the Year-End Checklist to assist you with your year-end closing. This list is also available in the CAMS-ii Help at CAMS-ii How-To's > Back Office > Year-End Checklist.