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Created By Phil Weingrow
Requesterright now TCs can either be auditors, in which case they have access to all our files, or not, in which case they can’t add a “new item” as an auditor can. By permitting TCs to add a new item, we won’t have multiple uploads to one line item that are frequently different.
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3 Comments
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHey Samantha,
That is correct. Only Auditors or the Brokers can add new custom items to a specific property's checklist. With my second bullet, I was referencing that many brokers include checklist items labeled Miscellious for this reason, since they know their agents or TC can not add their own custom checklist items as a workaround. There is always the ability to have agent/TC contact support to add these custom items as an additional workaround. - [email protected]
Today, the reason we do not currently have this access for agents/TC is due to the fact that this access would also give them access to marking other checklist items Not Applicable/Required, or Approve/Reject. This feature is tied into the current role and permission of an auditor. With that being said, we have been having discussions about expanding our access to our current roles and settings for permission. This feature makes sense to us and we will monitor this post for consideration as we discuss roles and permissions within SkySlope.
Thank you for your time,
Jessey, SkySlope Product Manager
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Samantha Pazouki
RequesterTC's/ Agents can not currently add a new item on their checklist. As it is the Auditor has to add the specific line for the TC to add the document to the checklist.
The TC/Agents should be able to ADD items on their checklist that are specifics to their transaction. The auditor will ultimately still review for a compliance management. However my TC's/Agents end up tagging incorrect documents to the checklist so they can be audited instead of being able to add the item as it is on the checklist.
0 Votes
SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHey Phil,
This is Jessey from the Product team! Thank you for taking the time to provide us feedback. I have a few questions to better understand your request.
1. When you are referring to the Add New and you referring the ability to add custom checklist items to a property file?
2. Do your TC's currently upload these documents to Misc item and use the comment section to clarify what document they have uploaded?
Jessey | Associate Product Manager
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