Omni Workflow
Articles outlining Omni Functionality, User Guides and Configuration Guides
What is Omni?
Launching Omni
How do Assessment workflows work in Omni?
Omni Permissions - Definition of each permission
Omni Workbench Overview
Omni Workbench Filters
Omni Workbench Interface Definitions
Assessor: How to understand your allocated applications and tasks
Allocate an application to an Assessor
Allocating tasks in OMNI Assessment (and auto-allocation)
Allocating an Action Item to a team-member in Omni assessment
Receive and allocate an application to your assessment team
Verify Applicant Employment in Omni workflow
Manually update your application status in Omni
Omni Configuration Overview
Enabling the Omni Assessment Module in your Channel
Omni settings in the Journey setup
Basic vs Full Omni Filter
Configure your Assessment teams
Configure Omni Statuses
Sub-Status Setup Page
Configure Omni Assessment workflow
Configure Omni Assessment Processes
Configure Omni Action Items
Configure DLAs (Designated Lending Authority) for your Assessors
Setting up a new Entity in your channel
Unconditional Approval Process