1. WFP User Guide
  2. Producers
  3. Producers
  4. Comments sub tab

4.2.4 Comments sub tab

The Producer Comments sub screen enables you to enter new comments regarding the producer. Oracle Financial Services Lending and Leasing saves and displays previously entered comments in reverse chronological order.
To add or view a comment attached to a producer
  1. On the Oracle Financial Services Lending and Leasing home screen, click WFP > WFP > Producers > Comments.
  2. In the Producer master screen, select the producer you want to work with.
  3. In the Producer Comments section, select the record you want to work.

    Note:

    If you are entering a new record, click Add.
  4. In the Currency section, enter or view the following information:

    Table 4-12 Currency section

    In this field: Do this:
    Type Select the comment type. This field notes the nature of the comment and can help in classifying comments (required).
    Sub Type Select the comment sub type. This field also notes the nature of the comment and can help further classify comments (required).
    Comments Enter the comment details (required).
    Comment By* View the user id of who posted the comment (display only).
    Comment Dt* View the date and time that the comment was posted (display only).
  5. Click Save on the Producer Comments page.
    *Oracle Financial Services Lending and Leasing notes the user who entered this comment and the time it was saved.

Parent topic: Producers