3.1 Loan Assessments List

WhoEveryone who works on assessments

WhereSidebar › Loan Assessments

Permissionassessment.view, plus a scope permission (see below)

The Loan Assessments list is the work queue for every application you can see.

The Status column shows where each application is, for example DRAFT, UNDER_REVIEW and SANCTIONED. A draft shows the Resume (play) icon next to View.

Which assessments you see

Your permission	You see
assessment.view_assigned	Assessments where you are the assigned Credit Assistant or Credit Officer
assessment.view_branch_queue	Every assessment serviced by your branch
assessment.view_tenant	Every assessment in the bank

Credit Officers do not see assessments that are still in DRAFT. Those belong to the Credit Assistant until they are submitted. The list is sorted by last updated, newest first.

Filters and search

Control	What it does
All / Draft / Submitted	Draft shows applications still being prepared. Submitted shows everything submitted at least once, whatever its stage now
Start new assessment	Starts a new application. See 3.2. Needs assessment.create
Search	Matches farmer name, Application ID, Aadhaar last 4 digits, phone, village or taluk
Taluk, Village, Product	Narrow by location or loan product. Only values present in your list are offered

Table

Column	Meaning
Application ID	The 8-digit application number, given at first submission. Shows Draft until then
Farmer Name, Product	Who is applying, and for what
Status	See Assessment statuses
Aadhaar	Masked, last 4 digits only
Taluk, Village, Phone	Farmer details
Created, Updated	Timestamps
Action	View (eye icon) opens the summary. Resume (play icon) reopens the wizard, for drafts only, with assessment.update

Bulk assignment

Select several rows with their tick boxes. A bar appears with:

Button	What it does
Bulk assign Credit Assistant	Assigns one Credit Assistant to every selected assessment
Bulk submit to Credit Officer	Assigns one Credit Officer to every selected assessment
Clear selection	Unticks all rows

1. Tick the assessments and choose a bulk action.
2. Select the person. Only active users whose role is eligible for that seat are listed.
3. Enter a Reason, which is required.
4. Select Confirm assignment.

Each assessment is processed on its own. The result shows how many succeeded and failed, with a Failed assignments list explaining each failure. A typical cause is that the user does not belong to that assessment's branch.

Bulk submit only assigns

Despite its name, Bulk submit to Credit Officer only assigns the officer. It does not submit draft applications: each draft must still be submitted from its own Review and submit step. Assigning an officer to an already-submitted assessment moves it to UNDER_REVIEW.

Who may assign	Credit Assistant seat	Credit Officer seat
Bank Admin	Any assessment	Any assessment
Organization Admin	Own branch	Own branch
Credit Officer	Own branch
Credit Assistant assigned to the case		That assessment

Up to 200 assessments can be assigned in one go.