1. Loan Servicing User Guide
  2. Collateral Management
  3. Collateral Tab
  4. Tracking Sub Tab

11.1.2 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 the Tracking sub tab.
  2. In the Tracking Items section, click Load Details.
  3. In the Tracking Items section, you can perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 11-6 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.
    Followup Dt Specify the next follow-up date.
    Enabled Select to track the information from start date in the Start Dt field.
    Comment Specify any comments regarding the tracking item.
  4. Complete the Tracking Item Details section by entering information about a parameter in the corresponding the Value field.
  5. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Collateral Tab