Application screens within the Underwriting and Approval categories may contain a panel that displays application To-Dos.

This panel displays both Automatic and Manual To-Dos and organizes them according to General, Required for Decision and Required for Disbursement.

• Automatic To-Dos: To-Dos that are cleared automatically by completing the missing data that caused validation to fail.
• Manual To-Dos: To-Dos that are only able to be cleared by clicking the Complete in the To-Do Panel or the Notification in the Application Navigator.

Although both types of To-Dos populate in this panel, only Manual To-Dos can be cleared. Automatic To-Dos are only able to be cleared by completing the missing information that caused the validation failure.

To clear a Manual To-Do within the panel, select the desired To-Do by single-clicking on the item. Once selected, the row turns yellow. At this point users are able to click the Completed check box. Upon completing a Manual To-Do, the Date Completed and Completed By columns populate with the date and name of the Framework user that completed the item.

Completed Manual To-Dos are retained in this To-Do panel for audit purposes, however, completed Automatic To-Dos are not retained in the To-Do panel.