In the Omni Assessment workflow, you are able to create Conditions of Approval. These Conditions of Approval are then made available in the Document Manager LADM Data Model for mapping onto Documents.
Conditions of Assessment: Where are they created, and what do they capture?
When you are assessing an application, you may need to register Conditions which must be met in order for Approvals to be issued or even Settlement to be completed.
These Conditions are able to be created and managed in the Omni Assessment Module.
When you are in either the Conditional or Formal Assessment workflow, you are able to ADD Conditions of Approval. These Conditions will need to be finalised (met) in order for the application to be completed.
When you click Add New in this section, you will be presented with a new page in order to register and add the detail of the Condition:
The following elements are available in Document Manager LADM Data Model for mapping onto a Document:
When you have registered your Condition, you may want to at a later date add further Comments, or register a Decision (ie condition has been Met). These too can be mapped to a document:
Mapping Assessment Conditions of Approval to a Document
To Map Conditions of Approval to a Document, you need to:
first establish an Assessment Process Merge Block
then establish a Conditions sub-Merge Block
Ensure your document is in Draft, Edit Mode, and toggled to Full Source.
Put your cursor on the page where you want to insert the data, and go to Reporting Tab.
Click Insert Merge Block - Assessment Process:
This will present to you the Assessment Process Merge Block Fields. For the purposes of populating a document with the Conditions of Approval, you need to simply 'establish' this Merge Block in order to get to the Conditions Sub-Merge Block. Click any field (doesnt matter which), and click OK:
This will establish the Assessment Process Merge Block on your page:
You then need to 'work inside' this Merge Block to get to the sub-Merge Block for Conditions. To do this, put your cursor at the end of the red, highlighted Merge Block and click Enter a few times:
If you click on Insert Merge Block, you will now be presented with the available sub-Merge Blocks for Assessment Process:
If you click on Conditions, you can then map the following fields to capture the details of each Condition for an Application:
If you click on this set of Data, you will then be working 'inside' the Conditions sub-Merge Block:
Put your cursor in a space within the highlighted Merge Block, click Enter a few times to create some space:
After you have worked on your section, you are able to re-map (move around) your data, remembering to delete the original data elements:
As a last step, you can actually remove the single field you had inserted for Assessment Process (it is now not needed):
Test your Mapping.
You are now able to test your mapping. Press Save, and Test Doc. This will bring up the Test Rig, where you can select an application record that you know has testable data, and generate your form:
You can then generate your test document:
If you need to make changes to the mapping or formatting, get back into Edit mode and re-do/re-test.
Remember that Merge Blocks are repeatable. This means if you have 3 Conditions of Approval, this Merge Block will repeat 3 times when you generate your Document.