Workflow Settings

The Workflow Settings module defines the actual operational flow that the organization follows during key stages of the loan lifecycle. It applies to Loan Approval, Loan Disbursement, Collateral Registry, and Collateral Approval. These settings determine the sequence of actions, assign responsible user groups, and enforce approval thresholds based on loan amounts.

1. Navigate to the Administration Module

2. Under the Administration module, select Workflow Settings

3. In the top-left corner of the Users screen, click the "+ New Work Flow Setting"

4. Fill the workflow setting and save

Creating workflow setting

Property	Description
Workflow type	Specifies the operational category of the workflow being configured
Workflow status	Selects the specific status from the predefined list that the record must pass through in this stage
Description	A brief explanation of what this workflow setting
Loan product	Specifies which loan product(s) this workflow setting applies to(optional)
Documents	Lists the required documents that must be submitted (optional)
User groups	Specifies the system user group(s) responsible for processing or reviewing records at this workflow stage.
Min transaction limit	The minimum loan amount required for this workflow setting to be applied
Max transaction limit	The maximum loan amount allowed for this workflow setting
Loan type	Specifies the category of the loan this workflow applies
Is conditional	True or False indicator whether this workflow setting has custom conditions applied
Is credit officer	Flags the setting as one that must be handled specifically by a credit officer
Send notification	Determines whether a system-generated notification should be triggered when a record enters this workflow stage