Stage Prerequisites

Introduction

The system provides a prerequisites functionality to prevent a user from moving a product into stage until certain predefined criteria has been met.

System Settings > Product > Stages (button) > Set Prerequisites next to the stage.

The stage pre-requisites can be setup to require one of a few things:

  • Simple tasks

  • Supporting Documents

  • Quotations against related products

NOTE

Prerequisites prevent a product from entering into a stage, until certain criteria has been met.

 

Simple Tasks

Setup based upon a certain simple task(s) to be marked in a specific way.

In the example screenshot to the right, a product cannot be moved into the given stage unless:

The simple task “Initial Disclosure Document” has been marked as either COMPLETED

AND

The simple task “Fact-Find Completed” has been marked as PROCESSING.


You are able to

  • Have as many simple tasks set as prerequisites against a given stage.

  • Elect to have more than one simple task status as being acceptable

  • Have different choices by stage

  • Have different choices by product

INFORMATION

Replicate the prerequisites set for a stage against any subsequent stage to avoid users leap-frogging a stage an circumnavigating the controls put in place.

 

Supporting Documents

Setup based upon a certain required documents marked in a specific way

In the example screenshot to the right, a product cannot be moved into the given stage unless certain documents have been received against the product:

Item Must be Received:

  • Name ID

  • Address ID

  • Income Verification

  • 3 Months Bank Statements

Item Must be Received, If Requested:

  • Proof of Deposit

  • Previous Address History

  • Latest Mortgage Statement

Item Not a Prerequisites:

  • Company Audited Accounts


You are able to

  • Have as many required documents set as prerequisites against a given stage.

  • Have different choices by stage

  • Have different choices by product

INFORMATION

Replicate the prerequisites set for a stage against any subsequent stage to avoid users leap-frogging a stage an circumnavigating the controls put in place.

 

Complementary Products

Prerequisites can also be setup to ensure that a should a complementary product be added (if you utilise this feature) that a quotation has been generated, for a product has permission to move into the given stage.