Staff Workboard for Admin Users

Staff Workboard  

Upon completion of the staff workboard setup in ValueLink Direct, staff, and admin users gain access to the workboard for streamlined task management and quick visibility of key data. This section provides an overview of the workboard and its primary functionalities. 

Accessing the Staff Workboard Via dashboard  

Upon logging in, admin users can access the workboard directly from the home/dashboard screen. To navigate to the workboard, click the Switch to Staff Workboard button located on the right side of the home screen, beneath the Past Due Date tile, as displayed below: 

Workboard Overview: 

This section presents the UI of the Staff Workboard, highlighting key features such as the tiles and status section, which will be discussed in detail in the following sections.

Tiles  

Tiles display the order count categorized by all orders in the system: 

• All Active Tile: This tile contains the count of orders in all statuses accessible to the user, excluding completed and canceled orders. 
• Smart Assist Tile: This title includes all orders with Smart Assist follow-ups. If an order has multiple follow-ups, it counts as one. 
• Past Due Tile: This tile counts orders that are past client and vendor due dates. An order counted as past vendor due will not change if it also becomes past client due. 
• Comments Tile: This tile contains the count of all orders with unread comments in the system. 
• Marked Tile: This tile counts orders that are flagged, escalated, or marked as 'Payment Pending,' with each order counting as one. 

Statuses 

On the left side of the screen, users can view all statuses configured in the system. By clicking on any status, the grid will automatically populate with all orders currently assigned to that status as shown below.

Grid 

The grid displays orders based on the applied filters and selected statuses. The following order details are available in the grid: 

·         Order Number 

·         Loan Number 

·         Client 

·         Property Address 

·         Product 

·         Order Fee 

·         Payment 

·         Status 

·         Borrower 

·         Ordered By 

·         Ordered On 

·         Client Due Date 

·         Vendor 

·         Vendor Due Date 

·         Transaction Type 

·         Loan Type 

·         Last Activity On 

Users can choose to display all the fields listed or customize the view according to their requirements. To adjust the displayed information, navigate to the left corner of the grid, click the customization icon, and select the desired fields for display.

The number of orders displayed in the grid and the page navigation can be adjusted by selecting the desired option from the dropdown menu, as shown below:

Filters:

Filters allow users to refine the data displayed in the grid. Once saved, these filters will automatically apply each time the associated view is accessed. The next section provides a comprehensive explanation of views. To apply filters on the workboard, click the Filters button in the third column on the right side of the screen, then select Add Filter to configure the desired filters, as shown below.

Users can also utilize the search bar within the filters section to locate their desired filter. The filters are categorized as:

Basic

·         Order Type Group

·         Order Type

·         Product

·         State

·         Status

·         Transaction Type

·         Billing Method

·         Payment Status

By Role

·         Wholesale Lender

·         Lender

·         Lender Branch

·         AMC

·         Appraiser

·         Reviewer

·         Staff Users

·         Salesperson

By Date

·         Created Date

·         Client Due Date

·         Vendor Due Date

·         Assigned To Vendor Date

·         Accepted By Vendor Date

·         Order Completed Date

·         Inspection Date

By Keyword

·         Broker Name

To reset the filters, navigate to the filters section and click the Reset button, as shown. This action will clear all applied filters.

Sorting Functionality:

The Staff Workboard allows users to sort information within the grid. To apply sorting, users can click on the sort button located next to the search icon on the Staff Workboard. Users can apply up to a three-level sort based on the following parameters:

• Borrower Name

• Client Name

• Completion Date

• County

• Date Assigned

• Due Date

• File Reviewed On

• Inspection Date

• Last Updated By

• Staff

• Order Date

• Order Number

• Order Status

• Ordered By/Loan Officer

• Product

• State

• Submission Date

• Vendor Due Date

View as Functionality: 

Admin users can access the Workboard from a staff user's perspective. By selecting the All-Roles button at the top left of the screen, they can choose a role and then select a specific user from the dropdown to view that user's Workboard, as demonstrated below. 

Admins can further refine the view by selecting either All Orders or My Orders: 

1. All Orders: Displays all orders the staff member has permission to view, regardless of assignment. 

2. My Orders: Displays only the orders the staff member is directly assigned to. 

Staff Workboard Views: 

Manage Staff Workboard: 

Admin users can manage all system views through the Manage Staff Workboard button located at the top right of the screen.  

This panel displays all created views for easy access. Admins can search for specific views using the search bar and toggle between active and deactivated views using the dropdown menu. By default, only active views are shown. 

Creating View:  

A view can be created in the two following ways:  

1. Creating a View from the Workboard: To create a view directly from the Workboard, click the  

icon below to open the menu, where users can initiate view creation. 

1. Creating a View via Manage Workboard Settings: Admin users can also create views by selecting the Manage Workboard button in the top-right corner of the screen. In the Manage Workboard section, click Create View to begin. The view creation screen slides in from the right, as shown below.  

To create a view, the user must provide a name and click Create & configure the following options when creating a view: 

1. Set as Default: Makes the view the default upon login for the assigned user or role.  
2. Allow Staff Users to Edit: This enables staff members to modify the view.  
3. Deactivate View: Disables the view temporarily without removing it.  
4. Assign to Staff Role: Makes the view accessible to all users within the assigned role.  
5. Assign to Individual Staff User: Restricts the view’s visibility to specific staff members. 

When the view is created the users can click on 'Create & Apply filters' to configure the filter for the view created (Click here to explore filters #). Once filters are applied, the view can be saved and will appear on the top bar (Views section) for quick access and Under Manage Staff Workboard Section. 

Editing a View:  

Views can be edited using the following methods:  

1. Edit From the Workboard: Click the  icon next to the view on the top bar. From the dropdown menu, select Edit to modify the view directly from the Workboard.  

1. Edit Via Manage Workboard: Admin users can also edit views by clicking the Manage Staff Workboard button located at the top-right of the screen. In the Manage Workboard section, click the   

icon next to the desired view and choose Edit from the options provided.  

To edit a view, the use can click edit & configure the following options: 

1. Set as Default: Makes the view the default upon login for the assigned user or role.  
2. Allow Staff Users to Edit: This enables staff members to modify the view.  
3. Deactivate View: Disables the view temporarily without removing it.  
4. Assign to Staff Role: Makes the view accessible to all users within the assigned role.  
5. Assign to Individual Staff User: Restricts the view’s visibility to specific staff members 

To configure filters for a view, the admin user can click on ‘Apply filters’ to set the desired criteria. (Click here to explore filters). Once applied, the configured view can be saved and will appear in the Views section on the top bar for quick access and under Manage Staff WorkboardStaff Workboard Section. 

Deleting a View:  

Views can be deleted using the following methods:  

1. From the Workboard: Click the icon next to the view on the top bar. From the dropdown menu, select Delete to remove the view directly from the Workboard.  

1. Via Manage Workboard: Admin users can also delete views by clicking the Manage Staff Workboard button located at the top-right of the screen. In the Manage Workboard section, click the   

icon next to the desired view and choose Delete from the options provided. 

Switching Themes: 
Users have the ability to switch themes on the Staff Workboard. The Workboard currently offers two theme options: Dark, featuring a dark background, and Light, with a light background. This allows users to select their preferred display mode based on personal preference or work environment. To switch themes, click on the  icon on the top right of the screen, as demonstrated below: