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Glossary

Deal

Composed of Requirements.

Requirement

A dependency list composed of Tasks. (Generic)

To Do

The needed action required. (Generic)

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

validation is completed using automation and can be adjusted in the administration panel. Examples: valid email address entered or postal code).

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.