1. Fail message never works with super admin so login as any other user like LO, MC, LP, LA etc if you want to validate and test Fail messages.
2. Loan Form Printing rule in Business Rules cant be imported – 28-May-2024
3. System Administration-> Settings Reports
Use the Settings Reports tool to generate and view organizational structure and persona settings-based reports. Persona-based settings reports display and map information from the Personas setting in Encompass Settings.
After the reports are created, they are listed on the Settings Reports page where you can view report details, re-run reports, and search for reports using filters.
Reports with Completed Status can be opened and then saved onto your computer. Authorized users can delete, cancel their reports and/or reports created by others. You can also view report logs that display information such as who created the report, when it was created, and the request type.
4. Creating Persona-Based Reports
Persona-based settings reports display and map information from the Personas setting in Encompass Settings.
To Create a Persona-Based Report:
a. On the menu bar, click Encompass, and then click Settings.
b. On the left panel, click System Administration, and then click Settings Reports.
c. In the Search for Reports panel, click the New icon.
d. In the Generate Settings Report window, from the Choose Report Type drop-down field, select Personas.
e. In the Choose Personas panel, select the Show Personas with Internal Access check box to exclude External Personas from your report.
• Select check boxes corresponding to the personas for which you want to create your report.
f. In the Select Report Options panel type the report name in the Report Name field.
• Select check boxes corresponding to the Persona settings tabs for which you want to create the report.
• Click the Select All check box if you want to view access levels for all tabs for the selected persona(s).
g. Click the Create Report button.
5. There are probably only 2 ways to give a default value to a standard field. Either we can store it in data template or we can create those in DDM rule. But remember DDM rule may work only after loan save.
6. Alt+F9 is used in Microsoft word to Toggle event code and Ctrl+F9 is used for macro merged code coding in Microsoft Word.
