Workflow Process Monitoring 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:-

Workflow Process Monitoring (Panel)

<Task> Card

The Task Cards that can be displayed, are as follows:-

  • Credit Application (In Draft)

  • Full CA Workflow

  • Drawdown (In Draft)

  • Drawdown Workflow

This <task card> panel will be displayed upon this 'Workflow Process Monitoring' function screen opened.

The available workflow stage tasks that can be displayed, will be dependent on the followings:-

  • The pre-maintained workflow process code (that comprises the relevant workflow stages) been pre-maintained at the 'Workflow Setup' function.

  • The workflow stages that the respective credit application or credit facility account has reached.

User can select by clicking once on a task card, for system to filter the list of workflow tasks displayed at the <Workflow Tasks List> panel.

  • This panel will be displayed upon this 'Workflow Process Monitoring' function screen opened.

  • The purpose of this panel is to allow the logon user to do the followings:-

    • To view the number of workflow tasks categorised by the respective task card.

    • To view the various Workflow stage’s tasks of different workflow processes.

    • To access the details of the respective workflow stage’s task.
<Workflow Tasks List> (Panel)

Create On

This is the date and time of the respective workflow task was created, e.g., 18/09/2023 10:39.

Total Time Lapsed

This is the number of days, hours, minutes and seconds for the respective workflow task to be completed, e.g., 3 Days, 03:33:14.

Reference No

This is a system generated number to identify each workflow task stage task, such as credit application number (e.g., 00001230105001201), or a credit facility account number (e.g., 100002000000504).

Customer Name

This is the full name of the applicant or customer (the main holder) in the credit application or credit facility account, e.g., JACKIE YAP.

Current Stage

This is the present workflow stage code of the respective task, e.g., Credit Check, and Cust. Decision.

  • This panel will only display the list of related workflow tasks upon user mouse over a 'task card' and click once on it.

  • The purpose of this panel is to facilitate user to search for the related workflow tasks by the workflow process.
Workflow Process Details (Panel)

<Main task details> (Sub-Panel)

Reference No

This is a system generated number to identify each workflow task stage task, such as credit application number (e.g., 00001230105001201), or a credit facility account number (e.g., 100002000000504).

Customer Name

This is the full name of the applicant or customer (the main holder) in the credit application or credit facility account, e.g., JACKIE YAP.

<Workflow Process' Stage Task> (Sub-Panel)

Reassign

This ExpandPrompt icon indicates whether the respective workflow stage’s task can be reassigned to another user.

Click once on this icon, for system to display the 'Task Reassignment' pop-up window for the selection of the User to be reassigned with the task and input related remarks.

Workflow State

This is the code of the respective state or stage of a workflow task, e.g., AP_CUSD and AP_CC.

Status

This is the progress status of the respective task of a stage under a workflow process.

Some possible options that can be displayed, are as follows:-

  • P - Pending

  • C - Completed

  • RA - Reassigned

Assignee

This is the User ID of the presently assigned User to attend to the respective workflow stage’s task, e.g., CAE301.

Assigned Date

This is the date the respective workflow stage 's task has been reassigned to be attended.

End Date

This is the completed date and time of the respective workflow stage’s task.

Duration

This is the length of time (days, hours and seconds) to complete the respective workflow stage’s task.

Reassigned To

This is the User ID of the user to be reassigned with the selected workflow stage’s task.

Reassigned Date

This is the date the respective workflow stage’s task has been reassigned.

Remarks

This is the comments or highlights concerning the respective workflow stage’s task, e.g., reassignment due to staff is sick, Auto Approved < 10K, [Assignor: SUPER01].

Note: The value of this column will be auto insert highlights pre-maintained in system, dependent on the nature of the respective workflow stage task. However, once user has inputted value into the 'Remarks' field at the 'Task Reassignment' pop-up window and saved the task reassignment details, the value of this column will be overwritten by the input made at the 'Remarks' field.

  • This panel will be displayed once user has either clicked once on the Details icon, or double-clicks of the respective workflow task at the '<Workflow Tasks List>' panel.

  • The purpose of this panel is to allow user to view the following details of the selected workflow task:-

    • The workflow stages that the related credit application or credit facility account has went through.

    • The present workflow stage of the selected credit application or credit facility account.

    • To access the 'Task Reassignment' pop-up window to select the User ID of the new assignee of the workflow task and input related remarks.
Task Reassignment (Pop-Up Window)

Reference No

This is a system generated number to identify each workflow task stage task, such as credit application number (e.g., 00001230105001201), or a credit facility account number (e.g., 100002000000504).

Workflow Process

This is the code and brief description of the related workflow process of the respective stage task that is to be reassigned, e.g., FCAWFH - FULL PL APPLICATION FLOW.

Workflow State

This is the code and brief description of the workflow stage of the respective task that is to be reassigned, e.g., AP_CUSD - Cust. Decision.

Status

This is the progress status of the respective task of a stage under a workflow process.

Some possible options that can be displayed, are as follows:-

  • P - Pending

  • C - Completed

  • RA - Reassigned

Current Assignee

This is the User ID of the presently assigned User to attend to the respective workflow stage’s task, e.g., CAE301.

Reassign To

This is the User ID of the user to be reassigned with the selected workflow stage’s task.

  • This window will appear once user has clicked once on the ExpandPrompt icon, displayed at the 'Reassign' column, located at the '<Workflow Tasks List>' panel.

  • The purpose of this window is to allow user to select a new assignee for the selected workflow task.