Officer Work Desk Function - Fields Description

At this function, user will come across various fields or columns that needs to be maintained with relevant data.

The descriptions of the respective field or column, are as follows:-

Officer Work Desk (Panel)

<Task> Card

This is the task card related to the tasks assigned to the bank officer, which also allows him to perform tasks monitoring and tracking.

The task cards that can be displayed, are categorised as follows:-

  1. Task (Other than the Credit Application Workflow assigned tasks, e.g., Credit Facility Release)

  2. Review (Tasks that require Review)

  3. Approval (Tasks that require Approval)

  4. Pending Override (Tasks that require Override)
<Task> (Panel)

Customer

This is the customer name of the credit facility account’s main-holder.

Task

This is the brief description of a banking or financial operation process in the system.

Ref No.

This is a system generated number to identify each task, e.g., the credit facility account number.

Start Date

This is the starting date and time of the respective assigned task; the assigned date and time.

Elapsed

This is the total number of days that has passed since the task assigned date.

Target Completion

This is the date of completion for the respective assigned task.

Remarks

This is the additional information pertaining to the respective assigned task of a process workflow state.

  • This panel will be displayed after user has clicked once on one of the following task cards:-

    • Task

    • Review

    • Approval

  • The purpose of this panel is to list out the related assigned tasks for selection and further action to be performed by the assignee.
<Pending Override> (Panel)

Reference

This is a system generated number to identify each task, e.g., the credit facility account number.

Func Name

This is the description or name of the work process or a system’s function name, e.g., Account Status Update, and Create Drawdown.

Overriding Status

This is the override status of the respective assigned task.

The possible values, are as follows:

  • A - Approved

  • PN - Pending

  • R - Rejected

Action Code

This is the action that has been performed on the assigned task, e.g., INSERT, and UPDATE.

Maker ID

This is the User ID of the user who has created the assigned task.

Checker Status

This is the task assignee’s action status concerning the assigned task, e.g, P - Pending, and C - Completed.

Created Date

This is the date and time of the assigned task has been created by the Maker.

  • This panel will be displayed after user has clicked once on the 'Pending Override' task card.

  • The purpose of this panel is to list out the related assigned tasks for selection and override by the assignee.