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Glossary

Deal

Composed of Requirements.

Requirement

A dependency list composed of Tasks. (Generic)

To Do

The needed action required. (Generic)

Fields:

  • Name - name used to reference a ToDo.
  • Label - label alongside the input (intended).
  • Approval Required - sets the Todo/Value as requiring action from a User with the "Authority Signature" enabled.
  • Buyer - number of days before closing action is required before the Todo/Value is overdue.
  • Listing - number of days after listing action is required before the Todo/Value is overdue.
  • Validation - type of validation performed on input to validate.
  • File Delivery Name - should a Todo/Value include a file(s) this is the naming syntax employed within the document set.
  • Company - associates Todo with a company.
  • Requirement - associates a Todo with a specific company > Requirement.
  • Description - description of the value required - viewed on the Dashboard access level.
  • Internal Notes - viewed by those administration access.
Task

a collection of required Todos to complete the Task. (Unique)

To Do Value

the value (examples: seller’s lawyer’s details or an uploaded document).

Validation

The validation method employed over user input. Those currently include:

  • Text (Not Empty)
  • Checkbox (Completed)
  • Date
  • Documents
  • Email
  • Number
  • URL
Approval

once a To Do Value has passed Validation an administrative designate is able to approve the details. Example: open uploaded document to ensure appropriateness or read To Do Value details for proper content.

To Do Values - Statuses
  • Late - due date is today or earlier; approval has not been given.
  • Pending - due date is tomorrow or greater; contributed assets have not been approved yet.
  • Current - due date is tomorrow or greater; no contributed assets. Complete - contributed assets have been approved.
  • Deleted - removed from all.

NOTES There are two types of approval: automated - an example would be a postal code; manual - an example would be the review of a PDF.

Deals - Statuses
  • Late - closing date is today or earlier; approval has not been given to all To Do Values.
  • Pending - closing date is tomorrow or greater; all To Do Values have been received but not all have been approved.
  • Incomplete - closing date is tomorrow or greater; not all To Do Values have been received.
  • Complete - all To Do Values have been received and approved.
  • Deleted - removed from all.