Adding a level 3 TAN prefix

1. If you have just added a level 2 TAN prefix, go to step 2. Otherwise, search for and select the level 2 TAN prefix that you wish to add the level 3 TAN prefix to (see here for more information).
2. Click Add Level 3 TAN prefix.
3. If you decide that you want to change the level 2 TAN prefix that the level 3 TAN prefix is assigned to, select a new one from the Change Level 2 TAN prefix dropdown menu.
4. Type the name of the level 3 TAN prefix in English, and then in French in the relevant fields.
5. Enter start and end dates for the level 3 TAN prefix. The start date is the date that it becomes active and the end date is the date that it expires.

   Tip: You can choose the Start and End dates at the same time by clicking and dragging on the Start date calendar.

6. In the Bulk extract limit field, set the maximum number of TANs that will be available for extract to a TAN register (these are created in the Offline TAN section). The default value to appear here will be pulled from what was chosen for the department that the level 3 TAN prefix is being added to.

   Note: A bulk extract limit set at level 3 TAN prefix level will override the limit set at the department level.

7. The TAN level 3 prefix will be automatically generated and appear in the TAN level 3 field.
8. If possible, enter the old department level 3 TAN prefix.
9. The Account active box can only be changed by an STS TAN Administrator and TANs cannot be issued until the box is checked.
10. If needed, type or paste any notes into the Note field.
11. To add the Primary TAN holder contact details, click the Search for TAN holder link.
12. A popup window appears. Enter the first and/or last name in the search field of the user that you wish to make the primary TAN holder.

    Note: The user must exist in Manage Profile before they can be made a primary TAN holder.

13. Click Search. Select the required user by clicking on it and then click the Primary TAN holder link. The user has now been assigned as the primary TAN holder for that level 3 TAN prefix.
14. The user’s contact details should now be displayed in the fields below the Primary TAN holder tab. Click Save changes.
15. Click the Secondary TAN holder tab and adapt the process described in steps 10 to 13 accordingly to add the secondary TAN holder.
16. Click the DTEA contact tab and adapt the process described in steps 10 to 13 accordingly to add the Departmental Travel Expense Account contact. Repeat for the backup DTEA contact.

    Note: The users must exist in Manage Profile before they can be made DTEA and backup DTEA contacts.

17. After adding the DTEA and backup DTEA contact details, click Save changes. You have now successfully created a level 3 TAN prefix.