Options for Assignment Decisioning

In this topic, you see how to use  Assignment Decisioning.

Steps:

1. Assignment Decisions are used for recommendations.

    

   Assignment Decisions include:

    

   Recommend Approval

   Recommend Approval with Conditions

   Recommend Decline

   Step 1

2. The Recommend Assignment Decisions should be used when you want to document a recommendation, but another Individual will determine the final Decision.

   Step 2

3. In this example, click the 70429875 link.

   Step 3

4. The Assignment Decisions are located in Decisioning.

    

   Click the Decisioning menu item.

   Step 4

5. Click in the Decision field.

   Step 5

6. Assignment Decisions category includes:

    

   Recommend Approval

   Recommend Approval with Conditions

   Recommend Decline

    

   Step 6

7. Click Recommend Approval from the list.

   Step 7

8. If you are not the Final decision maker, use Recommend Approval as customary in your location.

    

   Internal Notes field should contain related information.

    

   Click in the Decision field.

   Step 8

9. Click Recommend Approval with Conditions from the list.

   Step 9

10. If you are not the Final decision maker, use Recommend Approval with Conditions as customary in your location.

     

    Internal Notes field should contain related information.

     

    Click in the Decision field.

    Step 10

11. Click Recommend Decline from the list.

    Step 11

12. If you are not the Final decision maker, use Recommend Decline as customary in your location.

     

    Internal Notes field should contain related information.

    Step 12

13. After the applicable Decision is selected, complete the Assign To portion with the Individual or Group assignment.

    Step 13

14. Use of the Assignment Decisions category Decisions allows for utilization of all other locations within the Transaction.

    Step 14

You have now seen how to use  Assignment Decisioning.

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