Bulk Working Loan Requests

When the company responds to loan requests, you can add notes, upload documents, associate findings, choose a retention period, and mark the response complete in bulk.

Procedure

  1. Navigate to your supervisory activity.

    Supervisory Activities button on the Main Menu
  2. Click Loan Requests.

    Loan Requests command on the ribbon menu
  3. Click Bulk Work Loan Requests.
    Bulk Work Loan Requests button.
    Note: The Bulk Work Loan Requests screen opens in a new tab in your browser.
  4. Click Show Filters, and select the appropriate filters to limit the list, click Search, then scroll and navigate through the pages until you find the desired Library item.
    Show Filters command
  5. Click Work Loan Request.
    Work Loan Request button.
  6. Add any notes, upload the necessary documents, and determine whether there are any findings or violations associated with this loan request.
    1. Click Quick Add a Finding. This creates an association between the finding and the procedure in the system, and the association is displayed everywhere the finding and the procedure are displayed in the system.

      The Quick Add a Finding command allows you to quickly associate a finding from the Supervisory Activity to the Loan Request
    2. To search through the full list of findings, click Finding Search.

      The Finding Search command allows you to search for a finding.
    3. You can also add and Matters Requiring Attention (MRA) to the finding by clicking Quick Add a MRA.

      The Quick Add a MRA command allows you to associate an MRA with the Loan Request
      See Adding Matters Requiring Attention.
      Adding an MRA automatically associates the MRA to this finding. The MRA automatically moves to the Complete status.
  7. Select the appropriate retention timeframe.
  8. Select Complete Review.
  9. Click Complete Review in the bottom right.

    Select the Complete Review option and click Complete Review to complete the loan request review.
  10. Continue to add loan request responses.
  11. Once done, click I’m Done for Now in the bottom left.

    The I'm Done For Now command.
  12. Close the Bulk Work Loan Requests tab and return to the SA record on the Loan Requests tab.