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How to default a resource role to the Relocation Coordinator using system preferences

Most resource fields can be defaulted with an assignment's relocation coordinator.  If an assignment's relocation coordinator is not granted the resource role on the resource screen, then the defaulti

Updated over 2 weeks ago

Most resource fields can be defaulted with an assignment's relocation coordinator. If an assignment's relocation coordinator is not granted the resource role on the resource screen, then the defaulting will not occur. This default is set in a system preference that is accessible only through the database.

The associated system preferences are as follows:

Field

Default Relocation Coordinator System Preference

GROW Page/Screen

Appraisal Coordinator

DFTAPPCOR

Grow.Web\HomeSale\Property\PropertyValuation.aspx

BMA Coordinator

DFTBMACOR

Grow.Web\HomeSale\Property\PropertyValuation.aspx

Closing Coordinator

CLSCODFRS

Grow.Web\HomeSale\Closing\Closing.aspx

Contract Coordinator

DFTCOCOORD

Grow.Web\HomeSale\Contract\ContractDetails.aspx

Contract Negotiation Coordinator

DFTCNCOORD

Grow.Web\HomeSale\ContractNegotiation\ContractNegotiations.aspx

Cost of Living Coordinator

COLCODFRS

Grow.Web\HR\CostOfLiving\CostOfLiving.aspx

Destination Appraisal Coordinator

DSTAPPDEFR

HR\DestinationAppraisal\DestinationAppraisalSummary.aspx

Destination Buyer Coordinator

DFTDBCOORD

HR\DestinationBuyer\DestinationBuyer.aspx

Destination Renter Coordinator

DFTDRCOORD

Grow.Web.HR\DestinationRenter\DestinationRenter.aspx

Employee Listing Coordinator

DFTELCOORD

Grow.Web\HomeSale\Listing\ListingSummary.aspx

Equity Coordinator

EQRCODFRS

Grow.Web\HomeSale\EquityRequests\EquityRequestSummary.aspx

Escrows Coordinator

ESCCODFRS

Grow.Web\HomeSale\Escrow\Escrow.aspx

Final Bill Coordinator

PFBCODFRS

Grow.Web\HomeSale\Finalization\Finalization.aspx

Finalization Accounting Coordinator

PFACODFRS

Grow.Web\HomeSale\Finalization\Finalization.aspx

Inspection Coordinator

INSCODFRS

Grow.Web\HomeSale\Inspections\Inspections.aspx

Insurance Coordinator

PINCODFRS

Grow.Web\HomeSale\Insurance\Insurance.aspx

Mortgage Interest Differential Coordinator

MIDIFDFRS

Grow.Web\HR\MortgageInterestDifferential\MortgageInterestDifferential.aspx

New Home Mortgage Coordinator

COLCODFRS

Grow.Web\HR\NewHomeMortgage\NewHomeMortgageSummary.aspx

Offer Coordinator

DFTOFCOORD

Grow.Web\HomeSale\Offer\OfferSummary.aspx

Property Title Coordinator

TTLCODFRS

Grow.Web.HomeSale\Title\Title.aspx

Resale Listing Coordinator

DFTRLCOORD

Grow.Web\HomeSale\Listing\ListingSummary.aspx

Spousal/Family Assistance Coordinator

SFACODFRS

Grow.Web\HR\SpousalFamilyAssistance\SpousalFamilyAssistance.aspx (SRDC)

Temporary Living Coordinator

DFTTLCOORD

Grow.Web\HR\TempLiving\TempLivingDetail.aspx

A pref_value of "EQTRUE" for a system preference will default the coordinator field to the assignment's relocation coordinator. A pref_value of "EQFALS" will do nothing. Please contact your Equus contact for further information.

Default Appraisal Coordinator to Relocation Coordinator

Things to Note

  • By default each coordinator field in the system is loaded by its list of resources assigned to a resource role. Through an override table in the database, RESOURCE_ROLE_METADATA_OVERRIDE, each resource field can be modified to be loaded by a different list of resources.

    • For example, by modifying the relocation coordinator field in the RESOURCE_ROLE_METADATA_OVERRIDE table, the relocation coordinator field could display all active resources instead of just the resources with the relocation coordinator role.

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