5.8 Tracking Tab

This topic provides information on Tracking. It enables users to monitor, update, and manage the progress of applications and related activities.

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

To Track Attributes

1. On the Origination, click Origination. Under Origination, click Simple Application Entry. Under Simple Application Entry, click Tracking.

   The Tracking screen displays.

Figure 5-10 Tracking

Description of "Figure 5-10 Tracking"

For details on this screen, refer Tracking Tab of the Underwriting chapter.