Managing Completeness


Concept

In this topic, you will see how to Manage Completeness statuses.


Steps:

  1. Each Transaction has a Completeness tab. 

     

    In this example, click the Honey Bee Farms link.

    Step 1

  2. To access Completeness, click the Completeness menu item.

    Step 2

  3. Click the Why do this ? link.

    Step 3

  4. Selecting the Why do this? link provides a pop up window that will provide guidance as to the importance of the Completeness sections.

     

    An example is shown for demonstration purposes only.

    Step 4

  5. An icon reflects the status of each section:

     

    Exclamation - represents not all criteria for this section has been met and the information is not complete within the Transaction.

     

    Checkmark - represents all criteria for this section has been met and the information is contained within the Transaction.

    Step 5

  6. Information within the Transaction that must be complete to mark Key Fields as complete:

     

    For Agency: Account Number, Property State, File Number and Est. Total Liability

     

    For Directs:  Office BUID, Property State, File Number and Est. Total Liability

     

    Step 6

  7. The Description link navigates to the location within the Transaction that the information resides.

     

    In this example, click the Key Fields link.

    Step 7

  8. For demonstration purposes, the Key Fields will be completed for this Direct Transaction.

     

    i.e. Office BUID, Property State, File Number and Est. Total Liability

     

    Est. Total Liability key field displays on the Transaction line.  If the information is missing, the edit transaction icon allows for entry of the information.

     

    Step 8

  9. Click the Office Type list.

    Step 9

  10. Click Direct from the list.

    Step 10

  11. The criteria for Office BUID is now complete.

     

    i.e. Office BUID, Property State, File Number and Est. Total Liability

    Step 11

  12. The File # displays the system file number, which completes the File Number criteria.

     

    i.e. Office BUID, Property State, File Number and Est. Total Liability

    Step 12

  13. The last criteria to meet for Completeness is the Property State.

     

    Click the Add Property icon.

    Step 13

  14. Click in the State field.

    Step 14

  15. In this example, click CO from the list.

    Step 15

  16. Click the Done button.

    Step 16

  17. Click the Save File Information icon.

    Step 17

  18. The criteria for Property State is now complete.

     

    i.e. Office BUID, Property State, File Number and Est. Total Liability

    Step 18

  19. Click the Completeness menu item.

    Step 19

  20. Since all criteria has now been met for the Key Fields section, the status icon reflects complete.

    Step 20

  21. The Source File Verification checks to ensure that the File/Order(s) on the Transaction are verified with a Source system (AgentNet or FAST).

     

    NOTE:  If the file is not an AgentNet or FAST file, then the file cannot be Verified.

    Step 21

  22. To navigation to the File # location, click the Source File Verification link.

    Step 22

  23. As shown, the File # displays the System File # and has not been verified.

     

    To add a file, click in the Source field.

    Step 23

  24. Click FAST from the list.

    Step 24

  25. Click in the File # field.

    Step 25

  26. To remove the entry, click the X in the File # field.

    Step 26

  27. In this example, enter "48490148LA".

    Step 27

  28. Click the Save File Information icon.

    Step 28

  29. When the file has been Verified with the Source, the File # displays Verified.

    Step 29

  30. Click the Completeness menu item.

    Step 30

  31. The Source File Verification now reflects Complete.

     

    NOTE: Files that have not been Verified or the Source is None in File Details within the File/Order section will not display as Complete.

    Step 31

  32. In the next example, a Transaction that reflects Decisioning and Supporting Documents will be viewed.

     

    Click the Home icon.

    Step 32

  33. Click the My Group Transactions tab.

    Step 33

  34. In this example, click the Marriott San Juan link.

    Step 34

  35. Click the Completeness menu item.

    Step 35

  36. Decisioning and Supporting Documents indicated both have a status of Complete.

     

    Decisioning - this section completes when a FINAL decision has been made on the Transaction.

     

    Supporting Documents - this section completes when the Document requirement for designated Risks (i.e. Bankruptcy) have been uploaded and assigned to the Risk.

    Step 36

  37. Click the Supporting Documents link.

    Step 37

  38. The Supporting Documents link navigates to the Documents location.

    Step 38

  39. Click the Completeness link.

    Step 39

  40. Click the Decisioning link.

    Step 40

  41. The Decisioning link navigates to the Decisioning location.

     

    The Approve entry in this screen is the event that marked Decisioning as Complete.  Only Final Decisioning entries are Completeness events.

    Step 41

You have now seen how to Manage Completeness statuses.

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