CA Workspace Function - Delete Scenarios
Scenario 1: Delete Credit Application in Draft Stage
| Details | |
|---|---|
Step 1 |
From the Tree Menu, search for the CA Workspace function, and then click once on it. |
Step 2 |
By default, system will display all the available related task cards on the screen. |
Step 3 |
Proceed to click once on the 'My Draft' task card. |
Step 4 |
System will display the list of credit applications parked under the selected task card. Note: The number appears on each card indicates the total number of credit applications under that particular workflow stage. |
Step 5 |
Mouse over a relevant credit application record and then click once on it. |
Step 6 |
System will display the details of the selected credit application. |
Step 7 |
Proceed to click once on the |
Step 8 |
System will prompt a submission confirmation message. Click once on the |
Step 9 |
The application will no longer appear at this 'CA Workspace' function. However, the application record still existed in database, tagged with the 'DRP - Dropped' status. Note: Deleted draft application can still be viewed in system via the 'CA Enquiry' function. |