Elements - System Administrator and User Guide - Hosted
Checklists Tab
| End-User Guide > Workspace > Loan Maintenance > Checklists Tab |
A checklist is a series of steps or actions that must be performed while working a specific type of loan or specialty process, such as repossession or bankruptcy activities. A checklist can be linked to a loan and serves as a guide for the user to follow to perform the required activities. It also serves as a tool to record when actions were performed and by whom.
Multiple checklists can be linked to both client and loan records. The purpose of the checklist determines whether it is appropriate to link it to a loan. For example, a bankruptcy affects all of a client's loans so a bankruptcy checklist should not be linked to a specific loan. However, a vehicle repossession checklist should be linked to a specific vehicle loan.
From the Checklists tab on the workspace, users can create a new checklist, work a checklist, unlink and re-link a checklist to a loan, as well as delete a checklist.
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Access to this tab and the functions contained within are controlled by administrator-defined Security Profiles. |
To add a new checklist to a client, navigate to the Checklists tab. To link a checklist to a specific loan, ensure that the desired loan is selected in the loan grid and navigate to the Checklists tab. All existing checklists for the loan are displayed.
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If the workspace Filter Options are not set to filter the display based on loans, all checklists are displayed on the Checklists tab regardless of the loan they are linked to. |
From the Master Checklist drop-down, select the desired checklist to add to the client or loan. Click 
. The Checklists window is displayed.
By default, if a loan is selected in the loan grid in the workspace, the checklist is linked to that loan. To remove the link, deselect the Loan check box.
Click Save to add the checklist to the client/loan. Click Cancel to disregard adding the new checklist.
A checklist that is currently linked to one loan can be re-linked to be associated with a different loan.
To re-link a checklist, ensure that the desired loan is selected in the loan grid and navigate to the Checklists tab. Select the checklist to re-link and click 
. The Checklists window is displayed. Click 
to link the checklist to the loan currently highlighted in the loan grid.
Click Save. Click Cancel to disregard re-linking the checklist.
Once a checklist is linked to a client or loan, it can be used as the basis of collection activities. It serves both to remind the user of tasks they need to do and also provides a framework for recording when the tasks were completed.
To work a checklist, if a checklist is linked to a specific loan, ensure that the loan is selected in the loan grid and navigate to the Checklists tab. Select the checklist to work and click 
. The Checklists screen is displayed.
Select the step to flag as complete.
Click the Yes button to indicate the step was completed by the logged in user. The User ID and the date are recorded in the Tagged by and Tag Date fields to indicate the step is complete. Click the No button to indicate that the step was not completed. Click the N/A (not applicable) button to indicate the step is not applicable to complete for the client/loan.
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When a checklist step assigned to the logged in user is tagged, it is removed from the Checklist Dashboard on the Elements Home Desktop, after a manual refresh of the dashboard. |
Click the Clear button to clear name and date data for the step.
To enter a note related to the selected step, click the Edit Text link to the right of the step. Enter the relevant information and click the Save link.
Repeat for as many steps as required. When finished, click Close to return to the workspace.
To delete a checklist, ensure that the desired loan is selected in the loan grid and navigate to the Checklists tab. Select the checklist to delete and click 
. The checklist is deleted.