7.12.2 Tracking Sub Tab

This topic provides information on the tracking sub tab.

The Tracking sub screen enables user to record further information associated with the collateral. What items user choose to track are setup during implementation.

To track attributes for the collateral

1. On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
2. Under Underwriting tab, click Collateral tab. Under Collateral tab, click Collateral sub tab. Under Collateral sub tab, click Tracking.
3. On the Tracking sub screen, click Load Details.
4. In the Tracking Items section, select the item user want to track.
5. Perform any of the Basic Operations mentioned in Preface chapter.
   A brief description of the fields is given below:

   Table 7-53 Tracking Items

   Field	Description
   Tracking Item	View the tracking type.
   Disposition	Select the disposition.
   Start Dt	Specify the tracking start date.
   End Dt	Specify the tracking end date.
   Follow up Dt	Specify the next follow-up date.
   Enabled	Select to track the information from the start date in the Start Dt field.
   Comment	Specify any comments regarding the tracking item.

6. Perform any of the Basic Actions mentioned in Preface chapter.
7. Complete the Tracking Item Details section by entering information about a parameter in the corresponding the Value field.