RM Workbench To Do Notification

The RM Workbench zone allows you to search for all To Do's generated for the approving the deal using various search criteria. It contains the following sections:

• Search Criteria - The Search Criteria section contains the following fields:

  Field Name	Field Description	Mandatory (Yes or No)
  To Do Type	Used to specify the To Do task which is assigned to the approver/user group for approving the deal at the specified hierarchy level. Note: The Search () icon appears corresponding to do To Do Type field. On clicking the Search icon, the To Do Search window appears. On specifying the value for a predefined To Do type, the description of the To Do type appears corresponding to the To Do Type field.	Yes
  Priority	Used to indicates the order in which the To Do list should be considered for the relationship manager.	No
  Start Date	Used to indicate the date from when the deal approval profile is effective from the deal type. Note: The effective start date cannot be later than the effective end date.	No
  End Date	Used to indicate the date till when the deal approval profile is effective from the deal type. Note: The effective end date cannot be earlier than the effective start date.	No

• Search Results - On clicking the Search button, the search results appear based on the specified search criteria. The Search Results section contains the following columns:

  Column Name	Column Description
  To Do	On clicking the To Do icon (), the To Do Entry screen appears where you can view the details of the respective To Do assigned to the user.
  To Do Info	Displays the concatenated string of information about the deal separated by a comma (,) for which the To Do is created.

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