Upon clicking on the Approval tab for a scheme, you will notice a number of labels and editable fields (see screenshot below), as follows:
Scheme creation · A label indicating whether the scheme was created manually or automatically, i.e. through replication.
Created by · A label indicating the name of the user who created the scheme, and the time and date it was created.
Workflow status · A dropdown menu where you can select the current stage that the scheme falls under within your workflow. Different statuses and associated colour markers can be configured by Enable’s system administrators for this.
Currently with · A free text box where you can identify who the scheme is currently sat with.
- Waiting on · A free text box where you can identify who the scheme is currently waiting on before proceeding.
Last purchase date · This is the most recent transaction date for the scheme, i.e. most recent transaction date on a turnover line.
Follow on status · This is a means of indicating, for a scheme that is approaching its end date, whether a follow-on scheme needs to be created.
- Notes · A free text box for adding notes.
On the right-hand side of the page is the option to download a scheme pdf giving an overview of the schemes configuration. This scheme pdf is represented by a thumbnail image, which, when clicked, will download the pdf version for you.
You can use the workflow report to search for and view all of the schemes or proposals and their current workflow status in DealTrack with a breakdown of who the scheme lead is, who the scheme is currently with, who the scheme is waiting on and the last updated date.