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 offers a comprehensive overview of the day's servicing transaction status and the tasks that need to be completed, eliminating the need to check multiple pages for information.

You can check the number of transactions based on your user rights. This includes free tasks, acquired or pending tasks, tasks waiting for approval, rejected or failed tasks, and completed tasks. You also have the option to search for or filter specific transactions and examine them in detail within each category.

  1. On the Dashboard screen, the Servicing Tasks widget is displayed:
    For more information on fields, refer to the field description table.

    Table 1-1 Servicing Tasks - Field Desription

    Field Description
    Free Task Displays the number of free tasks available either for editing or claiming based on the rights.

    When a user clicks on a number, the system executes the action for the task. If the user does not have the necessary authorization, then the system displays a zero instead.
    Acquired/Draft Tasks Displays the tasks that are pending authorization and those where a servicing screen was opened, actions were taken, and then saved and closed for later continuation. Based on the user's authorization rights, if the user has Maker rights, they can take tasks from Free Tasks for further processing. In this case, the Draft numbers should be filled in.

    The counts for Acquired and Draft Tasks are also shown on the My Pending Tasks page. You can recognize them as tasks that are either in Approval or Incomplete status.

    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 refer to those that the creator has submitted after finishing the initiation task. Once the initiation is done, the user can locate the task on the free task page for approval. Therefore, this field indicates tasks that the creator has completed but still need to be approved or acted upon.
    • 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:
    • If a maker's transaction is rejected by the authoriser, it is returned to the maker. The rejected transaction will now appear as such on the My Pending Tasks page.
    • If a transaction does not pass host validation during authorization, the authorizer changes its status to Failed and shows it on the My Pending Tasks page.
    Completed Tasks Displays the transactions that are completed from maker as well as checker perspective.
  2. Click the Refresh icon to load the latest value.

Parent topic: Dashboard