Task Reassignment 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:-

<Task Reassignment Search Criteria> (Panel)

Workflow Process

This is the unique code and description of a banking process activity in the system, of the bank or financial institution, e.g., DDFWF - DRAWDOWN FULL WORKFLOW.

Latest Workflow State

This is the code and name of the most recent workflow state (tasks stage) of a workflow process in system, e.g., DDREQ_APPR - Drawdown Approval.

Note: This field will only be enabled, upon user selected a value at the 'Workflow Process' field.

Reference No

This is the system generated unique reference number of a particular task, e.g., a credit application number, or a credit facility account number.

Assigned From

This is the existing User ID of the user who has been assigned with a particular task.

Overdue

This is to indicate whether there has been a number of days lapsed since the target completion date.

The available options, are as follows:

  • Yes

  • No

<Task> Card

This is the task card that groups the various related functions or processes tasks, for easy access in this function.

Some sample task cards, are as follows:-

  • Credit Application (In Draft) - My Draft

  • FULL PL APPLICATION FLOW - Credit Check

  • FULL PL APPLICATION FLOW - Credit Approval

  • Drawdown (In Draft) - Create Drawdown

  • DRAWDOWN FULL WORKFLOW - Drawdown Approval

<Tasks Listing> (Panel)

Assigned From

This is the existing User ID who has been assigned with a particular workflow task.

Assigned Date

This is the date that a particular task has been assigned, to be attended.

Overdue Days

This is the number of days and time lapsed since the target completion date.

Branch

This is the code associated with the branch of the bank or financial institution of which a task has been assigned.

Actor Type

This is the assignee type of the respective workflow task, e.g., C - Creator, SYS - System or Anyone, and A - Authority.

Note: The possible options that can be displayed, are dependent on the assignment method of the respective workflow stage, pre-maintained at the 'Workflow Setup. function.

Reference No

This is the system generated unique reference number of a particular task, e.g., a credit application number, or a credit facility account number.

Customer Name

This is the name of each of the main applicant of a credit application, or the main account holder of a credit facility account.
Reassign To (Pop-up Window)

Reassign User

This is the User ID of another user to be reassigned with the task.

Remarks

This is the comment or justification on the task reassignment.

  • This window will pop up once user has clicked on the Reassign button.

  • The purpose of this window is to allow user to select relevant User ID to be reassigned with task(s).
Workflow Process LOV (Pop-up Window)

Search

This is the keywords to be inputted to narrow down the list of available workflow process codes displayed below.

Process Code

This is the unique code of a banking or financial activity or process in system, e.g., DDFWF.

Name

This is the description of a banking or financial activity or process in system, e.g., DRAWDOWN FULL WORKFLOW.

  • This window will pop up after user has mouse over the 'Workflow Process' search criterion field and then pressed once on the 'Enter' key on the keyboard.

  • The purpose of this window is for user to mouse over a workflow process and then click once on it to select it.
Latest Workflow State LOV (Pop-up Window)

Search

This is the keywords to be inputted to narrow down the list of available workflow state codes displayed below.

State Code

This is the unique code of a banking or financial sub-activity or sub-process or workflow state in system, e.g., DDREQ_APPR.

State Name

This is the unique code of a banking or financial sub-activity or sub-process or workflow state in system, e.g., Drawdown Approval.

No.

This is the order number of the respective banking or financial sub-activity or sub-process or workflow state in system, e.g., 2.

  • This window will pop up after user has mouse over the 'Latest Workflow State' search criterion field and then pressed once on the 'Enter' key on the keyboard.

  • The purpose of this window is for user to mouse over the most recently worked workflow process state, and then click once on it to select it.
Assigned From LOV (Pop-up Window)

User ID

This is the respective User ID of the user who has been initially assigned with a task.

Name

This is the staff name of the User who has been initially assigned with a task.

Branch

This is the code and name of the respective branch of a bank or financial institution, of which a task has been assigned earlier.

  • This window will pop up after user has mouse over the 'Assigned From' search criterion field and then pressed once on the 'Enter' key on the keyboard.

  • The purpose of this window is for user to mouse over the relevant User UD, and then click once on it to select it.