Sales, Credit, Pricing, and Legal Communities

Based on your role, you will see "your tasks" and "your teams tasks" as follows:

Credit

Legal

Pricing

Credit Analysts
CDMs
Credit Manager
FAMs

Regional Counsel
CDMs
FAMs

Pricing Specialists
Pricing Manager
FAMs

This portlet allows authorized Roles to re-assign a task to another user. If you are authorized, you will see an additional column that displays a hyperlink pencil icon . If you click on , the "Assigned To" column becomes a drop down menu where you can select a user you wish to assign the task to.

The following lists the roles that currently have the permissions to reassign a task to another user.

Credit

Legal

Pricing

Credit Analysts
CDMs
Credit Manager

Regional Counsel
CDMs

Pricing Specialists
Pricing Manager

Field Descriptions for Task List

Task List Filter Criteria

Field	Description
Display	Drop down menu that allows you to filter by: My Tasks My Teams Tasks
Status	Drop down menu that allows you to filter by the task status as follows: Open Completed Cancelled
Category	Drop down menu that allows you to filter by request category as follows: Credit Request - Prescreen (request for risk rating) Credit Request - New Request Credit Request -I ncrease (to an existing line) Credit Request - Cancelled/Withdrawn by sales Credit Request - Pre-Approval Legal Request (All) Legal Request -Legal Docs Pricing Request (All) Pricing Request -Pricing
Due Date	Use to enter a from and to date to filter the tasks by.
Task ID	Use to enter the Task ID to filter the tasks by.
Account Name	Use to enter the Account Name to filter the tasks by.
Submitted By	Drop down menu listing user names to filter by.
Submitted Date	Use to enter a submitted date to filter by.

Task List

Field

Description

Task ID

Displays the Task ID and hyperlink that opens the associated task on the Task Management page

Account Name

Displays the name of the account

Credit Line Requested

Displays the requested credit amount.

Type

Displays the type of task request:

Credit
Pricing
Legal

Category

Displays the task category. The options are:

Credit Request - Prescreen (request for risk rating)
Credit Request - New Request
Credit Request - Increase (to an existing line)
Credit Request - Cancelled/Withdrawn by sales
Credit Request - Pre-Approval
Legal Request (All)
Legal Request - Legal Docs
Pricing Request (All)
Pricing Request - Pricing

Status

Displays the status of the request. The options are:

Open
Completed
Cancelled

Request Status

Displays the status of the task. The options are:

Credit	Legal	Pricing
Review Required More Info Needed Approved Prescreen complete Declined Conditional Approval Withdrawn (Lost) Withdrawn (On Hold) Awaiting Approval Inactive Blocked Extension No Renewal Required More Info Provided	Pending Credit Approval More Info Needed Abandoned Negotiation Complete Team Leader Handling More Info Provided Response Required	Submit Special Bid Complete Complete-Revised In Process Resubmit Special Bid ROE Tool Approved ROE Tool Rejected More Info Needed More Info Provided

Assigned To

Displays the User ID of the person the task was assigned to.

Submitted By

Displays the USer ID of the FAM who assigned the task.

Submitted On

Displays the creation date of the task.