11.3 Comments

This topic provides systematic instructions about the Comments data segment in Customer Notification stage.

This data segment allows to add overall comments for the Customer Notification stage. Adding comments helps the user of next stage to better understand the application.

Figure 11-4 Customer Notification - Comments

Description of "Figure 11-4 Customer Notification - Comments"

1. Type comments for the Customer Notification stage in the text box.
2. Click Post.
   Comments are posted below the text box.
3. To go back to the previous screen and make changes, click Back.
4. If changes are not required, click Submit.
   The Checklists window is displayed.

   Figure 11-5 Checklist

   
   

   
   Description of "Figure 11-5 Checklist"

   
   

   Note:

   Checklist can be configured for each stage of a process in Business Process Maintenance screen. Refer Credit Facilities Process Maintenance User Guide for more information.
5. Verify all the checklist and enable corresponding checkbox.
6. Select the required Outcome and click Submit.
   The options available in the drop down list are:

   • PROCEED
   • ADDITIONAL_INFO

   If the Outcome is selected as PROCEED, the application is moved to the next stage on clicking Submit.

   If the Outcome is selected as ADDITIONAL_INFO, the task is moved back to the previous stage on clicking Submit.