Overview
This guide explains how to access and use the Shipping Guarantee Dashboard in iTrade.
The Shipping Guarantee Dashboard provides a centralized view of all Shipping Guarantee transactions and allows users to:
- Monitor Shipping Guarantee requests
- Track transaction status
- Review transactions requiring action
- View pending approvals
- Monitor requests awaiting bank processing
- Access rejected and archived transactions
- Initiate new Shipping Guarantee requests
- Initiate Islamic Shipping Guarantee requests
Prerequisite: Users must have the appropriate permissions to access and manage Shipping Guarantee services. If access is unavailable, contact your Corporate Administrator.
Step 1: Access the Shipping Guarantee Dashboard
- From the iTrade Dashboard, select Trade Services.
- Click Shipping Guarantee.
The Shipping Guarantee Dashboard displays all Shipping Guarantee transactions organized by status.
Step 2: Review the Dashboard Status Tabs
The dashboard organizes Shipping Guarantee transactions into status categories, making it easier to track requests throughout their lifecycle.
Live
The Live tab displays:
- Approved Shipping Guarantee transactions
- Active Shipping Guarantee transactions
- Expired Shipping Guarantee records processed by the bank
Available for: Maker users.
Draft
The Draft tab displays:
- Shipping Guarantee requests saved as drafts
- Transactions returned by an Approver for amendment or correction
This tab allows users to continue working on incomplete requests before submission.
Actions
The Actions tab displays Shipping Guarantee transactions that require further action from the customer.
Examples may include:
- Requests for additional information
- Outstanding customer actions
- Queries raised by the bank
- Requests requiring additional supporting documents
Available for: Maker users.
Pending Approval
The Pending Approval tab displays Shipping Guarantee requests awaiting approval from another authorized user within the organization.
Available for: Checker users.
Pending at Bank
The Pending at Bank tab displays Shipping Guarantee requests that have been submitted successfully and are awaiting review or processing by the bank.
Available for: Maker users.
Rejected
The Rejected tab displays Shipping Guarantee requests that have been rejected by the bank.
Rejected requests are typically assigned the status:
Not Processed
Review the rejection details before creating a new request or resubmitting the transaction.
Other
The Other tab displays Shipping Guarantee transactions that are:
- Expired
- Archived
- Purged by the bank
These transactions are available for inquiry purposes only.
No amendments, messages, or additional actions can be performed on transactions in this section.
Step 3: Available Dashboard Actions
The Shipping Guarantee Dashboard provides quick access to commonly used functions and request types.
Request Shipping Guarantee
Use this option to initiate a new standard Shipping Guarantee request.
Related Guide:
Apply for a Shipping Guarantee – iTrade
Request Islamic Shipping Guarantee
Use this option to initiate a new Islamic Shipping Guarantee request.
Related Guide:
Apply for an Islamic Shipping Guarantee – iTrade
Step 4: Search and Filter Transactions
The Shipping Guarantee Dashboard includes search and filtering capabilities to help users quickly locate specific transactions.
You can search using criteria such as:
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Use the available filters to narrow the transaction list and quickly locate the required Export Collection request.
Support Tip: Save frequently used filter combinations as custom views, where available, to simplify future searches.
Step 5: Customize Table Columns
The transaction grid can be customized to display only the information relevant to your workflow.
Common columns may include:
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Users can:
- Show or hide columns
- Reorder columns
- Save preferred layouts
- Freeze important columns for easier viewing
Note: Available columns may vary depending on the selected dashboard view and transaction type.