Overview
Usability improvements around managing errors and issues that need to be resolved in order to proceed forward with a draw.
Pre-requisites to Use
Full Draw Management permissions.
Step-by-Step Instructions:
Inside of the draw, auxiliary actions, such as edit settings, view draw ticket, download draw, and archive draw are on the draw overview page in the top card
While managing your draw, if there are any issues that would block a transition or need review, they will aggregate in the errors detail card that is accessed through the ‘Review Issues’ button.
The draw status picker will be disabled if there are any blocking issues. These issues must be resolved before the draw can move forward.
When you click ‘Edit’ on the Sources and Uses tab, the grid experience will go into full-screen mode. To escape this mode, click save or the minimize button.
While editing draw details, balances are now displayed in the top bar above the grid, including the disbursements value. To proceed with a draw, your disbursements must equal the draw and funding amounts.
FAQ
What are the usability improvements mentioned in the overview?
The usability improvements focus on managing errors and issues that need to be resolved in order to proceed with a draw.
What permissions do I need to manage draws?
You need full CRUD permissions for draws.
Where can I find auxiliary actions for a draw?
Auxiliary actions such as edit settings, view draw ticket, download draw, and archive draw are located on the draw overview page in the top card.
What happens if there are blocking issues while managing a draw?
If there are any blocking issues, they will aggregate in the errors detail card accessed through the ‘Review Issues’ button, and the draw status picker will be disabled until these issues are resolved.
How do I exit full-screen mode when editing the Sources and Uses tab?
To exit full-screen mode, you can click save or the minimize button.
Where are the balances displayed while editing draw details?
Balances are displayed in the top bar above the grid, including the disbursements value.
Do disbursements need to equal the draw and funding amounts to proceed?
Yes, your disbursements must equal the draw and funding amounts to proceed with a draw.