For users who have access to multiple institutions, the Work Queue and Master Work Queue screens list tasks assigned to the user for all institutions to which he or she has access to. In order to enable users who have access to multiple institutions the ability to distinguish tasks/deals between institutions, the respective institution name is displayed under the deal number. When filtering the master work queue list, the respective institution name is displayed in the Filter by Branch field (appended to the end). When reassigning a deal or task in the Master Work Queue, the user can select the desired user to assign the deal or task to from a list of all users who have access to that deal’s institution. When reassigning multiple tasks/deals, the user can select the desired user to assign multiple tasks/deals to from a list of all users who have access to one or more of the institutions available to the signed-in user. Screen Changes Work Queue The Deal Number column not only displays Deal Number, but also the Institution Name. Master Work Queue The Deal Number column not only displays Deal Number, but also the Institution Name. When filtering in the Master Work Queue, the dropdown allows you to select by branch within the Institution. The table below lists the changed fields on the Work Queue Task Reassignment screen: Field Screen Section Description Values Name Dropdown field used to The available values are a combined list Assign Individual Task/Deal indicate the user to of all users who have explicit access to To: Reassignment whom the task/deal will the institution that owns the deal. be reassigned to. Dropdown field used to The available values are a combined list Multiple Task/Deal indicate the user for of all users that have explicit access to From: Reassignment whom all tasks/deals will one or more of the signed in user’s list be reassigned. of institutions. Dropdown field used to The available values are a combined list Multiple Task/Deal indicate the user to of all users that have explicit access to To: Reassignment whom all tasks/deals will one or more of the signed in user’s list be reassigned to. of institutions.
For users who have access to multiple institutions, the Work Queue and Master Work Queue screens list tasks assigned to the user for all institutions to which he or she has access to. In order to enable users who have access to multiple institutions the ability to distinguish tasks/deals between institutions, the respective institution name is displayed under the deal number. When filtering the master work queue list, the respective institution name is displayed in the Filter by Branch field (appended to the end). When reassigning a deal or task in the Master Work Queue, the user can select the desired user to assign the deal or task to from a list of all users who have access to that deal’s institution. When reassigning multiple tasks/deals, the user can select the desired user to assign multiple tasks/deals to from a list of all users who have access to one or more of the institutions available to the signed-in user. Screen Changes Work Queue The Deal Number column not only displays Deal Number, but also the Institution Name. Master Work Queue The Deal Number column not only displays Deal Number, but also the Institution Name. When filtering in the Master Work Queue, the dropdown allows you to select by branch within the Institution. The table below lists the changed fields on the Work Queue Task Reassignment screen: Field Name Screen Section Description Values Assign To: Individual Task/Deal Reassignment Dropdown field used to indicate the user to whom the task/deal will be reassigned to. The available values are a combined list of all users who have explicit access to the institution that owns the deal. From: Multiple Task/Deal Reassignment Dropdown field used to indicate the user for whom all tasks/deals will be reassigned. The available values are a combined list of all users that have explicit access to one or more of the signed in user’s list of institutions. To: Multiple Task/Deal Reassignment Dropdown field used to indicate the user to whom all tasks/deals will be reassigned to. The available values are a combined list of all users that have explicit access to one or more of the signed in user’s list of institutions.
Express_GR_v4%201_Client_Rel_Notes_FR.docx