Work Form Panels Permission

Use the Work Form Panels permission to specify which panels to display in the Work Form.

Location

In the Latitude Permissions and Policies Editor window, expand the Work Form folder and then click Work Form Panels.

Scope

This permission is available for the following scopes:

• System

• Role

• User

• Branch

Policy

This policy allows your organization to specify the panels to display in the Work Form. Enable the permission for a scope and then specify the settings. 

• Default Panel: Default panel to display in the Work Form.

• Change to default panel for each account: If selected, the default panel displays for each account.

• Available Panels: Panels to display in the lower section of the Work Form.

Panel	Related Topic
AIM Panel	AIM
AIM Receiver Panel	AIM Receiver
Archive Panel	View an Archived Account
Automotive Panel	Automotive Information
Care and Hardship	Care and Hardship
CBR Utility Panel	Manage Miscellaneous CBR Settings
Complaints	Complaints
Credit Bureau Reporting	Credit Bureau Reporting
Credit Reports	Credit Reports
Custom Data	Custom Data
Disputes	Disputes
Documentation	Account Documentation
Early Stage	View Early Stage Information
Income and Expenditures	Income and Expenditures
Interest Accrual Tracking	View Interest Accrual
Latitude Legal	View Legal Information
Nearbys	Nearby Contacts
Patient Info	Patient Information
Phones	View Phone Numbers Associated to an Account
Portfolio Manager Panel	Portfolio Manager

Related Topics

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