Credit Action Menu
Workflow
Workflow is the automation of a business process, in whole or part, during which documents, information or tasks are passed from one participant to another for action, according to a set of procedural rules.
Access the workflow feature under the General menu to create a workflow model for this particular customer from a customer record-wide perspective.
Choose a workflow model from the drop list on the left. This will contain all items your management has determined will best streamline the loan approval process for a particular type of loan request.
Enter a description for this loan and click the "Add" link. Doing so will place the workflow model in the list below.
Click the "View" link to view/use the tools that have been created for you in the defaults section of the system.
Go To: Credit Action Section
Go To: Program Sections