🔐 Account Activation Process
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2. Login Credentials
Enter your assigned credentials:
• Employee ID
• Temporary Password (your ID number)
• Temporary Password (your ID number)
3. Mandatory Password Update
After your first login, the system will automatically redirect you to the password update
screen to secure your account.
4. Account Activation Complete
Once your password has been successfully updated, your account will be fully
activated.
You will be automatically redirected to the My Applications page where you can now start creating and managing tickets.
You will be automatically redirected to the My Applications page where you can now start creating and managing tickets.
✓ Account Active — Ready for Ticket Submission
🔑 Forgot Password Process
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2. Click Forgot Password
On the login page, click the
Forgot Password button to begin account recovery.
🔐 Secure OTP Verification Required
3. Enter Employee ID
Provide your registered Employee ID then click
Send OTP.
• OTP validity: 10 minutes
• OTP will be sent to your registered email
• OTP will be sent to your registered email
4. Verify OTP Code
Enter the 6-digit verification code sent to your email address.
5. Copy Temporary Password
After successful OTP verification, the system will generate a
temporary password for your account.
📋 Copy the temporary password before continuing
6. Login & Update Password
Use the generated temporary password to log in, then immediately
update your password to secure your account.
✓ Password Recovery Completed Successfully
💸 Fund Transfer Request Form
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REQUESTER GUIDE
1. Access My Application Page
Go to the My Application page and click the “Create” button to start a new
request.
2. Select Form Type
When the Create Ticket Modal appears, click the Form Type dropdown and select
“FUND TRANSFER”.
3. Complete Required Information
Fill out all required fields accurately and ensure all details are correct before
proceeding.
4. Select Recommender
Click “Select Recommender” and choose the appropriate ICO / Branch Manager of your
office as the official recommender.
5. Submit Request
Click “Submit” once all details have been verified and completed. Your request will
then be forwarded for approval.
✓ Fund Transfer Request Submitted — Pending Recommender Review
ROLE TRANSITION
RECOMMENDER GUIDE
1. Access For Approvals Page
Go to the For Approvals page and click the “View” to take action of the
pending
request.
2. Open Ticket Details & Select Action
Once the Ticket Details Modal appears, review all request information
carefully.
Then choose your action based on evaluation:
Then choose your action based on evaluation:
• Click “Recommend” if the request is valid and approved for
next level processing.
• Click “Deny” if the request is invalid, incomplete, or not approved.
• Click “Deny” if the request is invalid, incomplete, or not approved.
✓ Recommend → Approve for Next Level
✕ Deny → Reject Request
3. System Status Update After Action
After selecting an action in Step 2, the system will automatically update the request status
based on your decision.
If you click “Recommend”:
⭐ Status: Recommended — Pending Approver Action
The request will be forwarded to the Head Office In-Charge / Officer for final
verification and approval processing.
📝 The Requester may still submit a withdrawal request while the status is
Recommended, provided that the request has not yet been approved by the Approver.
If you click “Deny”:
✕ Status: Denied — Request Closed
If the requester submits a withdrawal request and the Recommender approves the
withdrawal,
the request status will automatically become:
🚫 Status: Cancelled — Withdrawal Approved
4. Final Approval & Resolution Process
Once the Fund Transfer Request has been reviewed by the
Head Office In-Charge / Officer, the approver may proceed with
final approval and resolution of the request.
If the request is approved and resolved:
✅ Status: Resolved — Funds Successfully Credited
Once the request reaches the Resolved status,
the Office Email Address associated with the request will automatically
receive an email notification confirming that the Fund Transfer Request
has been completed successfully.
📧 Email notifications are automatically sent once the FT Request has been
fully approved and resolved by the Head Office In-Charge / Officer.
STATUS MONITORING
Both the Requester and the Recommender can monitor the status of the
request in real time.
💰 Disbursement Request Form
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REQUESTER GUIDE
1. Access My Application Page
Go to the My Application page and click the “Create” button to start a new
request.
2. Select Form Type
When the Create Ticket Modal appears, click the Form Type dropdown and select
“DISBURSEMENT”.
3. Complete Required Information
Fill out all required fields accurately and ensure all details are correct before
proceeding.
4. Submit Request
Click “Submit” once all details have been verified and completed. Your request will
then be forwarded for Treasury Division review.
✓ Disbursement Request Submitted — Pending for Review
TRESURY DIVISION
5. System Status Update After Treasury Division Action
Once the Treasury Division has approved the request, the requester only needs to wait for
the disbursement process to be completed.
📝 The Requester may still submit a withdrawal request while the status is
Pending, provided that the request has not yet been approved by the Treasury
Division.
If the requester submits a withdrawal request,
the request status will automatically become:
🚫 Status: Cancelled
6. Final Approval & Resolution Process
Once the Disbursement Request has been reviewed by the
Head Office In-Charge / Officer, the approver may proceed with
final approval and resolution of the request.
If the request is approved and resolved:
✅ Status: Resolved — Disbursement Successfully Credited
Once the request reaches the Resolved status,
the Employee Email Address associated with the request will automatically
receive an email notification confirming that the Disbursement Request
has been completed successfully.
📧 Email notifications are automatically sent once the DBT Request has been
fully approved and resolved by the Head Office In-Charge / Officer.
STATUS MONITORING
Both the Requester and the Recommender can monitor the status of the
request in real time.
👥 Membership Transfer Request Form
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REQUESTER GUIDE
1. Access My Application Page
Go to the My Application page and click the “Create” button to start a new
request.
2. Select Form Type
When the Create Ticket Modal appears, click the Form Type dropdown and select
“MEMBERSHIP TRANSFER”.
3. Enter Members Information
The Originating Office must complete all required transfer details, verify the
accuracy of the information provided, and ensure supporting documents are attached
before submitting the request.
Note:
To attach a signature or scanned thumbmark file, click the
"Click to Scan QR to Sign/Upload" button and follow the on-screen
instructions.
Important:
Scenario 1 – Member is Present
The originating office shall scan the QR code using a mobile device and present the Signature Pad page to the member. The member shall then provide their electronic signature directly on the device. If the member is unable to sign, he/she may provide a thumbmark instead. In such cases, a witness must sign beside the thumbmark to validate the request.
Scenario 2 – Member is Already at the Receiving Office
The originating office shall process the transfer request and forward its corresponding QR code to the receiving office, where the requesting member is present and shall affix his/her signature and/or thumbmark.
Scenario 1 – Member is Present
The originating office shall scan the QR code using a mobile device and present the Signature Pad page to the member. The member shall then provide their electronic signature directly on the device. If the member is unable to sign, he/she may provide a thumbmark instead. In such cases, a witness must sign beside the thumbmark to validate the request.
Scenario 2 – Member is Already at the Receiving Office
The originating office shall process the transfer request and forward its corresponding QR code to the receiving office, where the requesting member is present and shall affix his/her signature and/or thumbmark.
4. Submit Request
The request will then be forwarded to the Cluster Head of the originating cluster for
verification and recommendation before it is elevated to the next approving authority.
✓ Membership Transfer Request Submitted — Pending Cluster Head Verification &
Recommendation
ROLE TRANSITION
RECOMMENDER GUIDE
1. Access For Approvals Page
Go to the For Approvals page and click the “View” to take action of the
pending
request.
2. Open Ticket Details & Select Action
Once the Ticket Details Modal appears, review all request information
carefully.
Then choose your action based on evaluation:
Then choose your action based on evaluation:
• Click “Recommend” if the request is valid and approved for
next level processing.
• Click “Deny” if the request is invalid, incomplete, or not approved.
• Click “Deny” if the request is invalid, incomplete, or not approved.
✓ Recommend → Approve for Next Level
✕ Deny → Reject Request
3. System Status Update After Action
After selecting an action in Step 2, the system will automatically update the request status
based on your decision.
If you click “Recommend”:
⭐ Status: Recommended — Pending Approver Action
The request will be forwarded to the Membership Division Head for final
verification and approval processing.
📝 The Requester may still submit a withdrawal request while the status is
Recommended, provided that the request has not yet been approved by the Approver.
If you click “Deny”:
✕ Status: Denied — Request Closed
If the requester submits a withdrawal request and the Recommender approves the
withdrawal,
the request status will automatically become:
🚫 Status: Cancelled — Withdrawal Approved
ROLE TRANSITION
MEMBERSHIP DIVISION
4. Verification by Membership Division Personnel
After the request has been reviewed and recommended, it shall first be
checked and verified by the designated Membership Division Personnel.
The verifier shall review the submitted information and supporting
documents to ensure that all requirements are complete, accurate,
and ready for final approval.
If verification is completed:
✅ Status: Checked & Verified
The request shall be endorsed to the
Membership Division Head for final review and approval.
APPROVER GUIDE
5. Final Review and Approval
Upon receipt of a Checked & Verified request, the
Membership Division Head shall conduct the final evaluation
of the Membership Transfer Request and may either approve or deny
the request based on the verified information and submitted
supporting documents.
If the request is approved:
✅ Status: Approved — Membership Transfer Request Completed
The Membership Transfer Request is officially approved and may proceed
with implementation.
If the request is denied:
❌ Status: Denied — Membership Transfer Request Closed
The request shall not proceed and will be returned together with the
corresponding remarks or reason for denial.
STATUS MONITORING
Both the Requester and the Recommender can monitor the status of the
request in real time.
📒 Checkbook Request Form
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REQUESTER GUIDE
1. Access My Application Page
Go to the My Application page and click the “Create” button to start a new
request.
2. Select Form Type
When the Create Ticket Modal appears, click the Form Type dropdown and select
“CHECKBOOK”.
3. Complete Required Information
Fill out all required fields accurately and ensure all details are correct before
proceeding.
4. Select Recommender
Click “Select Recommender” and choose the appropriate Cluster Head
of your
office as the official recommender.
5. Submit Request
Click “Submit” once all details have been verified and completed. Your request will
then be forwarded for approval.
✓ Checkbook Request Submitted — Pending Recommender Review
ROLE TRANSITION
RECOMMENDER GUIDE
1. Access For Approvals Page
Go to the For Approvals page and click the “View” to take action of the
pending
request.
2. Open Ticket Details & Select Action
Once the Ticket Details Modal appears, review all request information
carefully.
Then choose your action based on evaluation:
Then choose your action based on evaluation:
• Click “Recommend” if the request is valid and approved for
next level processing.
• Click “Deny” if the request is invalid, incomplete, or not approved.
• Click “Deny” if the request is invalid, incomplete, or not approved.
✓ Recommend → Approve for Next Level
✕ Deny → Reject Request
3. System Status Update After Action
After selecting an action in Step 2, the system will automatically update the request status
based on your decision.
If you click “Recommend”:
⭐ Status: Recommended — Pending Approver Action
The request will be forwarded to the Head Office In-Charge / Officer for final
verification and approval processing.
📝 The Requester may still submit a withdrawal request while the status is
Recommended, provided that the request has not yet been approved by the Approver.
If you click “Deny”:
✕ Status: Denied — Request Closed
If the requester submits a withdrawal request and the Recommender approves the
withdrawal,
the request status will automatically become:
🚫 Status: Cancelled — Withdrawal Approved
ROLE TRANSITION
TREASURY DIVISION
1. Treasury Division Approval
The Treasury Division shall review the submitted Checkbook Request.
Once all submitted information and supporting documents have been verified,
the authorized approving officer may approve the request for processing.
If the request is approved:
✅ Status: Approved
2. Checkbook Processing
Once the request has been approved, the Treasury Personnel shall
prepare and process the requested checkbook. This includes verifying the
account details, assigning the appropriate checkbook series, recording the
issuance in the system, and preparing the checkbook for release.
While the request is being processed:
⏳ Status: In-Process
3. Checkbook Transmission
After the checkbook has been completely processed, the
Treasury Personnel shall securely package and transmit the
checkbook to the requester through an authorized courier service
(e.g., J&T Express, LBC Express, or any other available
courier) or through an official transmittal, as applicable.
Before completing the transaction, the processor shall record the transmission details, including the courier or transmittal information, tracking number (if applicable), date of dispatch, and upload the corresponding Courier Receipt or Transmittal Receipt as proof of delivery. These records shall serve as the official reference for monitoring and future verification.
Before completing the transaction, the processor shall record the transmission details, including the courier or transmittal information, tracking number (if applicable), date of dispatch, and upload the corresponding Courier Receipt or Transmittal Receipt as proof of delivery. These records shall serve as the official reference for monitoring and future verification.
Once the checkbook has been successfully transmitted and the proof of transmission has
been uploaded:
📧 Note: Once the request has been marked as Resolved, the system will
automatically send an email notification to the Requestor. The email will
include the request details and inform the Requestor that the checkbook has
been transmitted. The Requestor should then monitor the delivery and, upon
receipt, update the ticket status to Received and upload the signed
Acknowledgement Receipt to complete the transaction.
✅ Status: Resolved
ROLE TRANSITION
RECEIVER GUIDE
1. Confirm Receipt of Checkbook
Once the checkbook has been delivered to the respective office, the
Requestor shall verify that the received checkbook matches the
approved request and is in good condition.
After verification, the Requestor must update the ticket status to "Received" and upload the duly signed Acknowledgement Receipt as proof that the checkbook has been successfully received. This document serves as the official confirmation of receipt and completes the transaction.
After verification, the Requestor must update the ticket status to "Received" and upload the duly signed Acknowledgement Receipt as proof that the checkbook has been successfully received. This document serves as the official confirmation of receipt and completes the transaction.
Once the checkbook has been received and the signed Acknowledgement Receipt has been
uploaded:
📥 Status: Received
STATUS MONITORING
Both the Requester and the Recommender can monitor the status of the
request in real time.