Main Navigation: Assignment Overview
Updated
The sidebar organises your work into four assignment lists — Offers, In Progress, On Hold and All Assignments — plus Dashboard and Tasks.
Depending on your permissions, the offers entry reads either Offers or My Offers. Offers shows every offer sitting with your company; My Offers shows only the ones addressed to you. Which one you get is set by your role, so if a colleague can see an offer you cannot, that is why. See Custom Roles & Permissions.
Offers: New Order Invitations
The Offers section displays new assignments available for acceptance. Here you can view incoming offers and decide whether to accept them. Timely responses to new offers help the lender place the assignment quickly.
In Progress: Active Assignments
The In Progress section includes all active orders that need completion. Key actions include:
- Providing Status Updates: Keep the lender updated as the assignment progresses. Prompt updates are exactly what your scorecard reflects.
- Uploading the Completed Report: Once the work is complete, upload the report to meet quality control requirements.
- Quality Control (QC) Checks: Reports must pass all QC checks to ensure accuracy and compliance.
- Meeting Deadlines: Completing assignments before the due date is critical for maintaining a strong scorecard.
- Acknowledging Revisions: Once a report is uploaded, it's critical to address any revisions or report acknowledgements as soon as possible. An assignment will not be completed until all acknowledgements have been addressed.
On Hold: Paused Assignments
The On Hold section lists assignments the lender has paused. While an assignment sits here:
- All due dates are removed, and new ones are set when the lender resumes it.
- Automated due-date reminders are paused.
- No action is needed from you unless the lender asks for an update.
When you are ready to continue, add an urgent note asking the lender to resume the assignment. See Assignment on hold.
All Assignments: Tracking Completed Orders
The All Assignments section provides an overview of all orders, including:
- In Progress: Current orders still being worked on.
- Completed: Orders that have been finalized.
It also carries filters the other lists do not: workflow status, assignment status, and whether the assignment involved a bid.
Dashboard and Tasks
Two more entries sit alongside the assignment lists.
- Dashboard is the at-a-glance view of what is due and what is overdue, and its tiles open filtered assignment lists. See Vendor Dashboard Overview.
- Tasks is where profile work reaches you — insurance and licence reviews, new report types, and platform updates. See Tasks.
A few things the lists remember
Each list keeps its own filters and page size between visits, so a list can open with a filter you set days ago. Clear it from the filter controls if the results look wrong.
The Assignments breadcrumb on an assignment page returns you to the list you came from, with those filters still applied.