Set Primary Assignee

Description:

This page describes how to set the Primary Assignee on a Service. The Primary Assignee is the individual responsible for completing the Service. 

Details:

• The Task Pipeline section of the Collateral Overview page lists the Services associated with the Loan File 

• Click on Actions in a Service’s row to open that Service for editing (1)

• Click Edit Service Details in the menu (2)

The row will open for editing. 

• Click in the Primary Assignee field. Enter a name or select a user from the drop-down menu (1)

• Click Save to save the change (2)

The row will close for editing and the Primary Assignee will be listed. 

If you have set yourself as the Primary Assignee, the Service will now be visible in the My Tasks tab of the dashboard.