Task Management

A. This is an individual Task Management Rule.

B. Click the ON/OFF toggle next to a Rule to switch that on/off.

C. Click Actions next to a Rule to expose a menu containing three commands:

• Modify Rule: Open the Rule for editing.

• View Change History: Open a log containing all changes made to the Rule.

• Delete Rule: Delete the rule. A pop-up will request confirmation. Click Yes, Delete to delete the Rule.

  • Deleted Rules cannot be recovered.

D. Click Actions to expose a menu containing two commands:

• Turn all Rules on

• Turn all Rules off

E. Navigate to another page of Rules by clicking a number or navigate forward/backward with the arrows.

F. Click Show All Rules to expose a menu containing three commands that allow you to filter the Rules:

• Show all rules

• Show rules with a Primary Assignee only

• Show rules with Additional Assignee only

G. Click Download as Excel to download .xlsx file containing all of the Rules. The export contains the following fields:

• Name

• Country

• State

• County

• Lending Group

• Service Property Type

• Property Subtype

• Loan Amount

• Other

• Action Value

• Is Disabled

• Is Default

• Created At

• Assignee Updated Date

• Conditions Updated Date

H. Search all Rules for a Name or Assignee email address. Enter the search phrase and then press Enter on your keyboard.

A. Click the Default Rule checkbox to make this a Default Rule. A Default Rule triggers only when no other Rule has triggered. This ensures that no Service is ever unassigned. You can only have a single Default Rule per company.

You cannot define conditions for the Default Rule. When you click the Default Rule checkbox, the conditions fields (item D in the example image above) will be hidden.

B. Enter a descriptive Rule Name.

C. Click in the Service Type box. A drop-down menu will display a list of every Service available. Click a Service to add it.

You can add multiple Service Types to a single Rule.

Click the X next to a Service Type to remove it from the Rule.

D. Add one or more conditions. When a new Service is created, these conditions are checked. When they are met, the Rule is triggered.

a. Select whether all conditions must be met for the Rule to trigger or if only a minimum of one must be met.

b. Select a triggering event from the drop-down menu. Options include:

• Lending Group

• Is there an existing loan for this property?

• Loan Amount

• State/Province/Territory

• Country/Nation

• County/District/Region

• Property Type

• Property Sub Type

The selection made here determines what options appear in the “Click to select a value…” field (d). Example: If Country/Nation is selected, a list of countries becomes available. If Property Type is selected, a list of a property types becomes available.

c. Select an operator from the drop-down menu.

d. Enter a value in the field or select from the drop-down menu.

e. Click Add Condition to add another condition.

E. Click in the Primary assignee field to expose a menu of users who can be added as Primary Assignees to the Rule. To filter the list, begin typing a user’s name or email address. Click on a name to add that user as a Primary Assignee. One or more Primary Assignees can be added.

Note: When a Rule with multiple Primary Assignees is triggered, only one Primary Assignee will actually be assigned.

• The default behavior is for the assignment to be made at random from the list of Primary Assignees defined in the Default Rule.

• Alternatively, the assignment can be made to the user among the list of Primary Assignees defined in the Default Rule who was least recently assigned a Service. For more information or to enable this feature, contact Collateral360 Customer Support.

Click in the Additional assignee field to expose a menu of users who can be added as Additional Assignees to the Rule. To filter the list, begin typing a user’s name or email address. Click on a name to add that user as an Additional Assignee. One or more Additional Assignees can be added. Unlike Primary Assignees, when the Default Rule is triggered ALL Additional Assignees will be added as Additional Assignees to the Service.

F. Click Add Rule to create the Rule.