Action Bar
The “
Action Bar
” is a list of buttons available at the top of the “Edit Security Filing” screen. Each button is explained in more detail in the sections below:
New
To
create
a new Security Filing
, click “New”.
Clicking
“New” will open the “Edit Security Filing” screen, complete with blank data entry fields. Enter
all information for the Security Filing, and then click
“Save”. The Reference Number will set when the information is saved.
Apply Template
Applying a template to a Security Filing pre-populates some or all fields based upon pre-saved values within the template. Templates can dramatically cut the amount of time and errors in comparison to manual data entry. They standardize Security Filings based upon this pre-determined data.
To
apply
a saved template to a new Security Filing, click
“Apply Template”.
Clicking
“Apply Template” will open a pop-up containing a list of all available templates within the partner. Click
on the “Template” drop-down and select
a template to use. Once a template is selected, click
“OK” to apply.
Save
To
save
a new Security Filing or modifications made to an existing Security Filing, click
“Save”.
All data that was on the “Edit Security Filing” as of the time of “Save” being clicked will then be saved to the Security Filing.
Save As Template
Applying a template to a Security Filing pre-populates some or all fields based upon pre-saved values within the template. Templates can dramatically cut the amount of time and errors in comparison to manual data entry. They standardize Security Filings based upon this pre-determined data.
To
create
a new template, complete
the fields below to be used for the template, and then click
“Save As Template” at the top of the screen.
Clicking
“Save As Template” will open the “Template Name” pop-up. Enter
a name for the template, and then click
“Ok”.
Once “Ok” is clicked, all entered data currently on the “Edit Security Filing” screen will be saved as a template. This template will then become available for use the next time the user clicks “Apply Template” for a new Security Filing.
Delete
To
delete
a Security Filing, click
“Delete” at the top of the “Edit Security Filing” screen.
Clicking
“Delete” will open a pop-up, requesting confirmation that the user wants to delete
the Security Filing. Enter
a note to explain the reason why the Security Filing must be deleted, and then click
“Submit and Delete”.
Once “Submit and Delete” is clicked, a “Delete” message will be sent to CBP, requesting that the Security Filing be deleted. Deleted records remain stored within ONESOURCE ISF with an indication that the Security Filing was forwarded to CBP for deletion.
If a deleted Security Filing has to be retransmitted to CBP,
open
the Dashboard and expand
the “Deleted Filings” portlet.
Choose
a deleted Security Filing from the grid to retransmit to CBP. Once a filing has been chosen, click
its corresponding “View” link on the far left.
The “View” link will open the “Edit Security Filing” screen with the selected deleted Security Filing currently open.
Make any necessary changes, save, validate
, and then click
“Transmit” to retransmit to CBP.
Validate
To
validate
a Security Filing, click
“Validate”.
ONESOURCE ISF will validate the data within the currently open Security Filing, returning any errors the current record may contain. A pop-up containing the validation details will appear, allowing the user to more easily reference a validation while making any needed modifications to the open Security Filing on the “Edit Security Filing” screen.
Transmit
To
transmit
a complete Security Filing to CBP, click
“Transmit”. 
Once transmission starts, the “Delete” and “Transmit” buttons will turn inactive (gray) until CBP responds to the Security Filing.
Print
To
print
a Security Filing, click
“Print”.
When “Print” is clicked, ONESOURCE ISF automatically saves the screen so the printed version of the Security Filing will reflect all changes made. A pop-up will open, requesting the user select a report format type (Adobe .pdf, Microsoft Excel .xls, or Microsoft Word .doc) and either the last data transmitted or the current Security Filing record. The current filing record will display any data modified since the last transmission.
Once a report type is selected, the pop-up will close and the Security Filing will print.
Exit
To
leave
the “Edit Security Filing” screen, click
“Exit”.
If clicked, the user will leave the “Edit Security Filing” screen without saving changes. The same result can be achieved by navigating to another screen from the Main Menu.
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