> For the complete documentation index, see [llms.txt](https://docs.timvero.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.timvero.com/timveroos-admin-panel-documentation/v.8.2/ops.md).
# Daily Operations (OPS)
## Important: Configuration Dependencies
> **Operations procedures depend on both Building Platform and Admin Panel configuration.**
>
> This documentation provides general guidance for daily operations. The specific screens, fields, options, and workflows you encounter depend on:
>
> 1. **Building Platform (SDK)** — Entity types, states, business processes, and available actions defined by your development team
> 2. **Admin Panel Setup** — Products, workflows, templates, and routing rules configured by your system administrators
>
> **What this means:**
>
> * Your interface may look different from examples shown
> * Available actions depend on your specific configuration
> * Some features described may not be present if not configured
> * Field names and options are customizable per implementation
>
> For configuration changes, contact your system administrator (Admin Panel) or development team (Building Platform).
## Overview
This section covers daily operational tasks performed by lending operations staff using the timveroOS Admin Panel.
## Who Should Read This
| Audience | Role |
| ------------------- | ----------------------------------------------- |
| **Loan Officers** | Application processing and customer interaction |
| **Underwriters** | Manual review and credit decisions |
| **Servicing Staff** | Loan account management and payments |
| **Analysts** | Dashboard and reporting usage |
## Working with Entity Actions
Every entity in the Admin Panel displays its available actions as buttons or in a dropdown menu. The dropdown shows **all actions your role permits** — not only those available right now.
Actions are displayed in two states:
| State | Appearance | Meaning |
| ------------ | ---------- | ------------------------------------------------------------- |
| **Enabled** | Black | Available in the current entity state |
| **Disabled** | Grey | Permitted by your role but not available in the current state |
**Example — Active Credit Product:**
Available at the moment actions are in black and permitted but not available ATM due to the state - grey
When viewing an active product, the action dropdown shows:
* **Edit** (grey) — only available when the product is in Draft status
* **Activate** (grey) — not applicable, product is already active
When the product is deactivated, the available actions update automatically to reflect the new state.
This means a grey action is not a permission problem — it is a state problem. If you need to perform a grey action, check what state transition is required first.
> **Note:** Actions that are outside your role permissions entirely do not appear in the dropdown at all. Only actions within your permissions are shown, whether enabled or disabled.
## What's Covered
| Section | Purpose |
| ------------------------------------------------------------------------------- | ------------------------------------------------------- |
| [Origination](/timveroos-admin-panel-documentation/v.8.2/ops/01-origination.md) | Application processing from submission to decision |
| [Servicing](/timveroos-admin-panel-documentation/v.8.2/ops/02-servicing.md) | Loan management from disbursement to payoff |
| [Analytics](/timveroos-admin-panel-documentation/v.8.2/ops/03-analytics.md) | Using dashboards for origination and servicing analysis |
## Operations by Process
### Origination
Track applications, handle manual decisions via Launchpad, manage participants and documents through the approval process.
**Key Activities:**
* Application status tracking
* Product selection
* Participant and collateral management
* Manual decision handling (Launchpad)
* Document management
* Notification history
[Go to Origination →](/timveroos-admin-panel-documentation/v.8.2/ops/01-origination.md)
### Servicing
Monitor loans, process payments, manage schedule changes, track covenant compliance.
**Key Activities:**
* Loan status tracking
* Payment processing
* Transaction management
* Schedule modifications (restructuring, payment holidays)
* Covenant monitoring
[Go to Servicing →](/timveroos-admin-panel-documentation/v.8.2/ops/02-servicing.md)
### Analytics
Use dashboards to analyze origination pipeline and servicing portfolio performance.
**Key Activities:**
* Viewing embedded dashboards
* Accessing Superset portal
* Analyzing origination and servicing metrics
[Go to Analytics →](/timveroos-admin-panel-documentation/v.8.2/ops/03-analytics.md)
## Related Documentation
* **Configuration**: See [Setup - Platform Configuration](/timveroos-admin-panel-documentation/v.8.2/setup.md) for how to configure features
* **Concepts**: See [Business User Documentation](https://github.com/TimveroOS/timvero-doc-admin-side/blob/main/business_technical_doc/timveroos-business-user-documentation/v.-8.2) for conceptual explanations
***
*For additional support, consult your implementation team.*
---
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