This allows for standard wordings to be set up for selecting the Security type/Details when creating a new loan request.  The list of wordings then appears in a dropdown box when creating a new loan request, and can be selected, amended or added to as required.

Create a new instruction

To create a new instruction, click on Add.

Enter a reference for the instruction which will be visible in the drop-down box, then the wording that should be used.  Then Add.

Amending an instruction

On the list of Security Instructions, click into the white box with the current form of the wording in, and amend as required, then click Save.

Make the required changes and click on Update or click on Back to return without saving.

Deleting an instruction

From the list of Security Instructions, click on the button to the left of the name, then at the top click on Delete.  Warning – there is no confirmation step, so be sure you have the right one selected before you delete.