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Underwrite default field

alright this is a guide how to set up and writer touches plugin this plugin maintains counters of how many times loan processor 0 and the writer attaches a file from a perspective of opening and saving it and the reason you want to have these numbers is that this number is a very easy indicator of how difficult the lawns are and to set it up we need to follow two steps of your step is to define two fields so in my case I have one pupil on processor counter and one field for underwriter counter and they're both integers now second step is I need to define which personas representa blonde processors and underwriters now for that I need to open any lawn and the first time I open a lawn after the plug-in is installed there you'll see an Arab the plug-in settings file is missing and it's normal because it is missing now once we set the tab this error should not appear if it appears that means someone actually deleted the file and we should get notified now let's go into this one let's go into our form right here same error again that's fine now let's go into manage settings button and in my case I have three one processor personas and I have five on the writer personas in your case you may have won by default or you may have even more dependent on your encompass now I'm going to search was a field i define CX dot touches one processor and then I'm going to copy paste it for the one for the underwriter and just modify the last two letters as you notice when I deleted that the last two letters my few lady became red red color that means it's an invalid few months it becomes relative gets black again now this checkbox here means that if a user has both one processor and the writer personas I count him as a as an underwriter in your case you may want to counter this user as a loan processor it depending on how you want to set it up now let's save it let's close out of this one and let's test the test one processor and I'm the writer so in my case Ellen is a one processor and I'm going to open the one and as you can see one monitor immediately shows that CX dot s dot okie change to one it was blank now it's one now let's save this one as you can see the few did not change now let's save it again same simply saved it and as a field stays the same so the reason why we want to keep the fuel that the same number is that let's say one processor opens the one and they run some services which saves alone like five times we don't want to increment this counter because the one processor is still working on the one right so then the loan processor closes hit and now you have a count if the one processor opens the one again then the counter gives implemented again so let's save it and our loan processor count will be at two now let's open a test and I'm the writer so I opened it now as you can see touches dot UW became one let's save it and now let's examine this long as an admin so let's go into the add new one and let's go into the plugin admin form as you can see the one processor touches cover there is a 2 and the underwriter touches counter is you get one and if for some reason you need to change these counters like let's say you open the loan and some counters away to excessive you can easily change it in this form as well so for example I may say now on prosecute open it twice daily worked on it tunji ones so i changed it i saves the one and now it's changed one now for your encompass you may want to actually add these fields into the portal database because this would allow you to run reports and assess lon difficulty or it would allow you to add these fields into the pipeline and sort ones by somewhat difficulty level I hope you like this GMO and I hope you do use the underwriter touches plugin for your encompassed center