In OTCnet Offline, a CCS, or a CCLO/CCO with Batch Uploader permissions can close and upload batches. When a CCS closes a batch(es) in Offline mode, the batch(es) automatically changes to Approved status, and is therefore is eligible for upload to OTCnet Online, where it is forwarded for processing. However, when a CCLO/CCO with Batch Uploader permission closes and uploads a batch, the batch remains in a Closed status. In this scenario a CCS will need to approve a batch in Batch Management of OTCnet Online. This is used when an agency prefers to use the online approval process, and the terminal is configured to allow for uploading batches that have not yet been approved by a CCS. Unless granted a Batch Approver/Batch Uploader permission as a CCO or CCLO, approving and uploading batches in offline mode can only be performed by a CCS.
Based on permissions granted, a user can only view the batches that he/she has access to view. If a terminal is configured to allow for uploading of batches and Supervisor approval is not required, active batches that are in Closed, Approved, Sent, and Send Error status will display. If a terminal is configured to require Supervisor approval for the terminal then only batches with Approved or Send Error display and are eligible for upload.