10.2 Field Investigation

This topic provides systematic instructions about the procedure to add field investigation details.

Click Next in the Field Investigation - Collateral Summary screen, the Field Investigation data segment is displayed.

Figure 10-3 Field Investigation

To capture the field investigation details for the collateral:

1. Click the action icon in the collateral record and select Edit.
   The Field Investigation - Configure - Collateral Type screen is displayed.

   Figure 10-4 Field Investigation - Configure - Collateral Type

   
   

   

   
   
2. Click Next and navigate to the Field Investigation menu.

   Figure 10-5 Field Investigation - Configure - Field Investigation

   
   

   

   
   
3. Click the add icon in the Field Investigation - Configure - Field Investigation screen.
   The Field Investigation Details window is displayed.

   Figure 10-6 Field Investigation Details

   
   

   

   
   
4. Capture the field investigation details in the above screen.

   For more information on the fields, refer to the field description table below:

   Table 10-1 Field investigation Details - Field Description

   Field	Description
   Field Investigation Agency	Select the agency which carried out the field investigation for the collateral.
   Field Investigation Date	Specify the date on which the field investigation is carried out.
   Field Investigation Outcome	Specify the Field Investigation Outcome.
   Field Investigation Remarks	Capture the Field Investigation Remarks for the collateral.

5. Click Add in the Field Investigation Details window.
   The field investigation details are added and displayed as shown below.

   Figure 10-7 Field Investigation - Configure - Investigation Details Added

   
   

   

   
   

   User can Edit, View, or Delete the added field investigation detail by clicking the action icon and selecting the required option.

6. After capturing field investigation details, click Next.
   The Field Investigation - Configure - Questionnaire Evaluation screen is displayed.

   Figure 10-8 Field Investigation - Configure - Questionnaire Evaluation

   
   

   

   
   

   Note:

   In the above screen, the questionnaires linked to the Field Investigation stage in Business Process configuration are displayed. You can manage the questionnaire process linkage in Maintenance module.
7. Click Evaluate in any of the tile.
   The Questionnaire window is displayed.

   Figure 10-9 Questionnaire

   
   

   

   
   
8. Select answer for all the questions and click Submit.

   In case of multiple questions, the right arrow appears in the Questionnaire screen. Click the right arrow to view next question.

   Once the evaluation is completed, the system displays the overall score for evaluation in Field Investigation - Configure - Questionnaire Evaluation screen based on the score generated for each answer provided in the Questionnaire screen.

   User can click the Action icon in the tile and select Edit or Comment to modify the answers or capture comment for the evaluation, respectively.

9. After performing all the evaluation, click Submit.