1. Line Origination User Guide
  2. Underwriting
  3. Collateral Tab
  4. Tracking Sub Tab

7.12.2 Tracking Sub Tab

The Tracking sub screen enables you to record further information associated with the collateral. What items you choose to track are setup during implementation.

To track attributes for the collateral
  1. Click Tracking sub tab.
  2. On the Tracking sub screen, click Load Details.
  3. In the Tracking Items section, select the item you want to track.
  4. Perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 7-50 Tracking Items

    Field Do this
    Tracking Item View the tracking type.
    Disposition Select the disposition.
    Start Dt Specify the tracking start date.
    End Dt Specify the tracking end date.
    Follow up Dt Specify the next follow-up date.
    Enabled Select to track the information from the start date in the Start Dt field.
    Comment Specify any comments regarding the tracking item.
  5. Perform any of the Basic Actions mentioned in Navigation chapter.
  6. Complete the Tracking Item Details section by entering information about a parameter in the corresponding the Value field.

Parent topic: Collateral Tab