Loading and removing fuel from cards falls under REQUESTS. To create a request to load or deducts fuel from a card hover on the REQUESTS menu option from the top panel and from the drop-down menu that appear hover over Remote Change Requests then click on Create
‍

A Create Remote Change Request dialog box will appear as in the picture below. Depending on the operation you intend to perform, enter the relevant parameters into the following fields
‍

a. Request Type
Select the type of request you intend to create, there are 3 options here.

i. Remote Charge
Click on the Remote Recharge if you intend to load a card

ii. Remote Funds Removal
Click on the Remote Funds Removal if you intend to load a card

iii. Remote Change of Limit
Click on the Remote Change of Limit if you intend to change the withdrawal limit on a card.

b. Card
Select the card which you want to load, deduct or change limits on. You can search for the card in use, in part or full, the cardholder name, reg number or card number. Only on card can be selected at a time.

c. Purse
Select the purse (product) which you want to load or deduct. The number to the right of the name of the purse/product is the balance. Please note when attempting to load a card, if your account balance for a particular product is zero, the purse will not appear on the dropdown. Similarly if there is zero balance for a particular product in the card from which you intend to remove fuel that particular product/purse will not show

d. Amount
Enter the amount/volume of fuel you intend to load/deduct. This amount cannot be more than the balance indicated on the purse

e. Comment
Put in a brief comment/ description of the volume change request that you have done for reference e.g. Monthly Allowance

f. Create
Click on create to save your request. A popup to confirm that the request has been created will pop up also reminding you to complete the process by confirming the request in the unconfirmed request list. You can cancel the process from here by clicking cancel
‍

You can create several requests before going to confirm them. After you are done click close to close the dialog box

To confirm requests that have been created in step 2, hover on the REQUESTS menu option from the top panel and from the drop-down menu that appears hover over Remote Change Requests then click on View Not Confirmed
‍

A table will appear with the requests created in step 2 listing the details of each request for verification
‍

After verifying the requests you created, you can then click on CONFIRM to the left of each request to commit to the database (or click the CONFIRM ALL button to confirm all of them at once). A confirmation dialog box will appear prompting the user to choose whether or not they wish to proceed. If user proceeds a success popup will appear. The request is now sent to the server and the cardholder can then proceed to the fuel station and access fuel from the card.Users can also cancel requests at this point if created in error.

Please note after creating and sending a request, the balance of the card does not change. The card is said to have an 'Unperformed RR or RFR', the cardholder has to go with the card to a fuel station and have their balance checked for the requests to be performed after which the balance is then affected

To view volume change requests done over a period of time, you can either hover over REQUESTS then hover over Remote Change Requests then click on View Confirmed or hover over REPORTS then click on Remote Changes. From there enter the relevant parameters for the Cards, Category, Request Status, Purse, Period and Sort order then click on Generate a Report.
‍

A report will then be generated which shows the Volume Changes Requests as per the parameters you entered. The report can be exported to the various available formats.

The report options available are Account Transactions, Card Transactions and Remote changes.
‍

Hover the mouse pointer over Reports then select Account Transactions.
‍

Put in the relevant parameters i.e. the time period, the transaction types and the account (purse) for the report you want to run
‍

After entering all relevant parameters APPLY

The report will appear showing the account transactions according to the criteria provided. You can view the report or export to the various available formats.
‍

Hover the mouse pointer over Reports then click on Card Transactions
‍

Put in the relevant parameters for the report you want to run in the provided fields
‍

After entering parameters click APPLY

The report will appear showing the card transactions according to the criteria provided. You can view the report or export to the various available formats.
‍

On the top panel hover over the SETTINGS menu item and in the dropdown list that appears click on User.
‍

From the page that appears you can edit the user details and confirm them by entering password then clicking SAVE
‍

To change password click on CHANGE PASSWORD, fields will appear where user enters current password, new password and then confirms new password. The new password should meet the complexity requirements so that it's strong and secure. After filling all fields click CHANGE.
‍

On successful change a popup will appear that confirms that the password has been changed. Otherwise the system will give errors and the password will remain unchanged.
‍