Difference between revisions of "Portal Defaults Setup"
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| class="navigationTitles" colspan="4" | Navigation | | class="navigationTitles" colspan="4" | Navigation | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Setup > Online Portal Setup > Defaults/Settings |
| + | |- | ||
| + | | colspan="4" | | ||
| + | |- | ||
| + | | colspan="4" | The new job default setup fields are used to set the default values that will be used when a new job request is submitted from a portal. These values can be changed during the job request entry. | ||
| + | |- | ||
| + | | colspan="4" | | ||
|- | |- | ||
| class="headerMainTitles" colspan="4" | Fields | | class="headerMainTitles" colspan="4" | Fields | ||
|- | |- | ||
| − | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary# | + | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#primaryservicer|Servicer]] |
| − | | class="fieldGrayBackgrounds" colspan="2" | + | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#job_status|Status Code]] |
|- | |- | ||
| − | | class="fieldGrayBackgrounds" | + | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#jobType|Job Type]] |
| − | | class="fieldGrayBackgrounds" | + | | class="fieldGrayBackgrounds" colspan="2" | [[Glossary#servicetype|Service Type]] |
| − | |||
| − | |||
|- | |- | ||
| colspan="4" style="width: 265px;" | | | colspan="4" style="width: 265px;" | | ||
| + | |- | ||
| + | | colspan="4" | [[File:CP StatusCodeSetup.jpg|CP_StatusCodeSetup.jpg]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | Included: Jobs that match the status codes in this list will appear in the Portal's job list. | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | | ||
| + | |- | ||
| + | | colspan="4" | [[File:CP StatusCodeSetupExc.jpg|CP_StatusCodeSetupExc.jpg]] | ||
| + | |- | ||
| + | | colspan="4" style="width: 265px;" | Excluded: Jobs that match the status codes in this list will not appear in the Portal's job list. | ||
|} | |} | ||
Latest revision as of 10:55, 27 September 2024
| |||
| Navigation | |||
| Setup > Online Portal Setup > Defaults/Settings | |||
| The new job default setup fields are used to set the default values that will be used when a new job request is submitted from a portal. These values can be changed during the job request entry. | |||
| Fields | |||
| Servicer | Status Code | ||
| Job Type | Service Type | ||
| |||
| Included: Jobs that match the status codes in this list will appear in the Portal's job list. | |||
| |||
| Excluded: Jobs that match the status codes in this list will not appear in the Portal's job list. | |||
