Workcard Designer

Introduction

Release 2.67 will introduce Phase 1 of the Work Card Designer.  This phase will allow for the rearrangement of the three 'blocks' located on the right hand side of the main work card screen (Recent History - Block 1, Today's Agent Statistics - Block 2, Account Inventory - Block 3) OR the replacement of any or all of these blocks with an Account Level User Defined Window or Account Level User Defined Grid.  You may chose to change one, two or all three of the blocks.  You may also choose to only display a single block (i.e. one user defined window) in this area, taking up all three blocks with the selected widget.  Each Account Type can have its own unique Workcard Design.

Security to access this menu function is controlled in Security Code set up under the MENU tab.

Configuration

NAVIGATE TO WORKCARD DESIGNER

 

IMPACT-PROVISIONING-CONTROL PANEL

Upon opening the Workcard Designer, this screen appears:

Workcard blocks are identified on the following diagram:

Glossary - Workcard Designer Field Definitions

Account Type:  A drop down that allows the selection of the Account Type for which you want to design the Workcard.  Immediately to the right of the selected Account Type appears the Workcard Type selected under System Parameters-Acct Types Tab for this Account Type.

BLOCK 1

Widget: A drop down that allows for the selection of one of the following to appear in Block 1 on the Word Card:  RECENT_HISTORY, LOAN_SERVICING, AGENT STATISTICS, ACCOUNT_INVENTORY, USER DEFINED_WINDOW, USER_DEFINED_GRID.

Parameter:  This drop down will be empty when Widget is set to RECENT_HISTORY, LOAN_SERVICING, or AGENT_STATISTICS.  When Widget is set to USER_DEFINED_WINDOW or USER_DEFINED_GRID, parameter will be populated with a drop down of the possible user defined windows OR user defined grids that are available to display in this block

BLOCK 2

Widget: same as Block 1

Parameter:  same as Block 1

BLOCK 3

Widget: same as Block 1 

Parameter:  same as Block 1

Examples

Example 1 - Account type 32, which uses the Standard Workcard, is selected on the Workcard Designer.  the Widget field for Block 1 and Block 2 are populated, Block 1 parameter also populated as required for the Widget selected.

The Workcard appears as follows:

Note that as only two Widget fields were populated, there are only two sections showing.  However, each one takes up 50% of the space when both are maximized.  Note also the return of the minimize/maximize arrows and that for a User Defined Window both the Code and Description are indicated at the top of the section  .