Standard View
The Standard view displays as the default view after a user logs in the first time and displays graphs and for Inquiries, Tasks, and Transactions. The Inquiries grid displays and can be changes by selecting Transactions or Tasks.
- The default view of the Inquiries grid is filtered to show all inquiries by assignee.
- The default view of the Transactions grid is filtered to show only open transactions that were either created by the user or assigned to the user through the processes applied to the transactions.
- The default Tasks grid is filtered to show all open tasks that match user’s workflow roles. For example, a user with both Loan Processor and Loan Underwriter roles will see all tasks for both roles.
The Standard view is indicated in the upper-right corner.
