7.14 Tracking Tab

This topic provides information on the Tracking tab, which records monitoring details, status, and related activities.

When using the Underwriting screen, user can add tracking attribute information to an application at any time in the underwriting process by using the Tracking Attributes screen.

To enter the tracking attributes

1. On the Origination, click Origination. Under Origination, click Underwriting. Under Underwriting, click Underwriting tab.
2. Under Underwriting tab, click Tracking.

   The Tracking screen displays.

   Figure 7-15 Tracking

   
   

   
   Description of "Figure 7-15 Tracking"

   
   
3. On the Tracking Attributes screen, click Load Tracking to load the tracking attributes.
4. Select the item user want to track.
5. Click Edit to edit the following information:

   Table 7-58 Tracking Attributes

   Field	Description
   Sub-Parameter	View the sub-parameter
   Parameter	View the parameter.
   Value	Specify the information about the corresponding Value field.

6. Save changes user made to the account.

This section consists of the following topic:

• Field Investigation Sub Tab
  This topic provides information on the field investigation, which records inspection results, observations, and supporting data from on-site reviews.