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Workflow

Gretchen Zamora

Created on October 3, 2024

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Transcript

CloseoutProject

Final Content QC & (if needed) Indexing

Review + Regulation& Policy Check

Checklist

Design QC

Checklist

Before uploading into Wrike, review design to confirm design and layout meet standards.

Start

Design QC

Uploaded file is reviewed by design team member on qc rotation (and manager if required) before moving forward into review/regulation & policy check.

Review + Regulation & Policy Check

Project coordinator sends (or tags strategist) for Loan Officer's approval, then move into regulation & policy check for Jordan or Chris' approval.

Final Content QC & Indexing

Content team reviews before giving final approval and provide indexing if collateral is needed to be uploaded into SureFire.

Closeout Project

Move design file(s) into "Completed Projects" Sharepoint folder and share design file link in Wrike description.

Provide in Wrike description project URL and public view link.