3.1.1 Servicing Tasks
This topic describes the process of viewing, acquiring, releasing, and tracking the transactions that was performed during the day.
The Servicing Tasks widget provides an overall view of the servicing transaction status for the day and the activities to be completed during the day without having to refer for information in different pages.
Based on the user rights, you can view the count of transactions categorized as free tasks, acquired or pending tasks, tasks awaiting approval, rejected or failed tasks, and completed tasks. You can search for or filter a particular transaction and drill down to the transaction level to execute it under each category.
- On the Dashboard screen, the Servicing
Tasks widget is displayed:For more information on fields, refer to the field description table.
Table 3-1 Servicing Tasks - Field Desription
Field Description Free Task Displays the number of free tasks available either for editing or claiming based on the rights. If the user clicks on a number, the system performs the action on the task. If the user lacks authorization rights, the system displays a zero instead.
Acquired/Draft Tasks Displays the tasks that have been acquired for authorization and tasks where a servicing screen was launched, actions were performed, and were saved and closed to be continued later. Depending on user Authorization rights, user can acquire the tasks from Free Tasks for further processing if you have Maker rights. If you do, the draft numbers are populated.
The Acquired/Draft Tasks counts are displayed in the My Pending Tasks page too. They can be identified as tasks in Approval and Incomplete status respectively.
Also, if a transaction is rejected or when it fails, the number is also populated in this field.
Pending Apporval Tasks Displays the number of approvals pending for the transactions. The values in this field are displayed in following two scenarios:
- Pending approval tasks are those which the maker has submitted and the initiation task is completed. Once the initiation is complete, user will find the task on the free task page for approval. Hence, the value in this field represents those tasks that are completed by the maker but are yet to be authorized or actioned further.
- The maker and the first authorizer will display this field after a transaction has been approved in a multi-auth set up. So, there is a track of the transaction count that each role has performed during the day.
Failed/Rejected Tasks Displays the number of transactions that are failed or rejected. The following are the scenarios, where the transactions that are failed and rejected are displayed, based on the rights:- In case of maker, when the authoriser rejects a transaction, then the transaction is sent back to the maker. The maker's transaction has been rejected and is now displayed as such on the My Pending Tasks page.
- If a transaction fails host validation during authorization, then the authorizer updates its status to Failed and displays it on the My Pending Tasks page.
Completed Tasks Displays the transactions that are completed from maker as well as checker perspective.
Parent topic: Dashboard