Pipeline Viewer Help
Release Information at Bottom of Page
What do the Icons mean?
What do I do?
If there are loans that show up for you, that means they need attention. The Status column will let you know if a task is in jeopardy of being late: Caution; or if a task is already late: Behind Schedule. To correct the exception, simply double-click the line entry to open the loan.
Where are just my loans?
At the top of the pipeline viewer window, to find the loans that you are specifically assigned to within the milestone workflows, click on the “My Loans” tab. This tab operates the same way as the “My Loans” function within the standard Encompass “Pipeline” tab.
Releases
The release number corresponds to the release date (YY-MM-DD-version).
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