Any chance the Checklist status colors could match for agents and auditors? For example, this is what an agent would see for status colors:
The colors are different for what auditors see:
Thanks!
0 Votes
1 Comments
S
SkySlope Supportposted
6 months ago
Admin
Created By Miguel Razo
Agent
Hello Christine!
The colors are actually different based on the account and are on the level of importance for that account. We've set these colors to have red become the most important action needed in the CHECKLIST tab. For example: the agent will see red as required because the most important thing for them is to upload that document to that area.
The auditor will see red for in pending because the most important thing for the auditor is to see that a file is in need of reviewing and should be accepted or rejected as soon as possible.
If you have any questions please let us know! We're happy to assist further.
Created By Christine Callahan
RequesterAny chance the Checklist status colors could match for agents and auditors? For example, this is what an agent would see for status colors:
The colors are different for what auditors see:
Thanks!
0 Votes
1 Comments
SkySlope Support posted 6 months ago Admin
Created By Miguel Razo
AgentHello Christine!
The colors are actually different based on the account and are on the level of importance for that account. We've set these colors to have red become the most important action needed in the CHECKLIST tab. For example: the agent will see red as required because the most important thing for them is to upload that document to that area.
The auditor will see red for in pending because the most important thing for the auditor is to see that a file is in need of reviewing and should be accepted or rejected as soon as possible.
If you have any questions please let us know! We're happy to assist further.
0 Votes
Login or Sign up to post a comment