6.3 Field Investigation

Procedure to add field investigation details.

Upon clicking Next in the Field Investigation - Summary screen, the Field Investigation data segment is displayed.

Figure 6-3 Field Investigation


Description of Figure 6-3 follows
Description of "Figure 6-3 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 6-4 Field Investigation - Configure - Collateral Type


    Description of Figure 6-4 follows
    Description of "Figure 6-4 Field Investigation - Configure - Collateral Type"

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

    Figure 6-5 Field Investigation - Configure - Field Investigation


    Description of Figure 6-5 follows
    Description of "Figure 6-5 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 6-6 Field Investigation Details


    Description of Figure 6-6 follows
    Description of "Figure 6-6 Field Investigation Details"

  4. Capture the field investigation details in the above screen.
    For field level explanation, refer the below table.

    Table 6-1 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 6-7 Field Investigation - Configure - Investigation Details Added


    Description of Figure 6-7 follows
    Description of "Figure 6-7 Field Investigation - Configure - Investigation Details Added"

    You 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.

    Note:

    For information on questionnaire based evaluation, refer the External Check chapter.
  7. After performing necessary actions in the Field Investigation screen, click Next.