v. 8.0

Purpose: Step-by-step procedures for configuring and using timveroOS through the Admin Panel interface.

💡 New to timveroOS? Read the Business User Guide first to understand what each feature does and why you need it.

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Documentation Structure

This documentation is organized into two main sections:

Section	Purpose	Audience
Setup	One-time and infrequent configuration tasks	System Administrators, Implementation Team
OPS (Operations)	Daily operational procedures	Loan Officers, Underwriters, Servicing Staff

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Quick Start

First-Time Setup

1. Access Admin Panel

2. Login: Use credentials provided by your administrator

3. Start Here: Getting Started Guide

Common Configuration Tasks (Setup)

Quick links to frequently needed configuration procedures:

• Create a User

• Create Document Template

• Create Credit Product

• Build Workflow

• Configure Departments

• Set Up Feature Store

Common Daily Tasks (Operations)

Quick links to daily operational procedures:

• Process Applications

• Handle Manual Decisions (Launchpad)

• View Loan Details

• Record Payments

• Monitor Covenants

• Use Dashboards

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Quick Reference: Admin Panel Navigation

Task	Navigation Path
Create User	Settings → Users → Add User
Configure Role	Settings → Roles → Manage Permissions
Upload Document	Settings → Documents → Templates
Create Product	Settings → Credit Products → New Product
Build Workflow	Settings → Workflows → New Workflow
Configure Notification	Settings → Notifications → Templates
Set Up Feature Store	Settings → Feature Store → Configure
Manage BI Catalog	Settings → Catalogs → BI Dashboards
Access Launchpad	Launchpad (main menu)
Configure Covenants	Settings → Covenants → Add Covenant
View Applications	Applications (main menu)
View Loans	Loans (main menu)

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Setup Documentation

Configuration guides for system administrators and implementation teams.

Platform Configuration (Setup)

Section	Purpose
Getting Started	Initial access and navigation
Access Management	User accounts, roles, permissions
Products	Credit products, pricing, collateral
Workflows	Decision automation, Warning Facts, Alert Facts
Documents	Document template creation
Notifications	Notification template creation
Data Integration	Feature Store, Metrics Engine, Covenants
Analytics	BI dashboard catalog management
Operational Tools	Form Builder, Catalogs

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Operations Documentation

Daily procedures for loan officers, underwriters, and servicing staff.

Daily Operations (OPS)

Section	Purpose
Origination	Application processing from submission to decision
Servicing	Loan management from disbursement to payoff
Analytics	Using dashboards for analysis

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Configuration Order Recommendations

For new implementations, follow this sequence:

1. Foundation

   • Complete Getting Started

   • Configure Users and Roles

   • Set up Notifications

   • Set up Documents

2. Products and Data

   • Create Credit Products

   • Configure Pricing

   • Set up Feature Store

3. Automation

   • Build Decision Workflows

   • Configure Warnings and Alerts

   • Set up Forms

   • Configure Catalogs

4. Advanced Features

   • Set up Covenants

   • Configure Metrics Engine

   • Manage BI Dashboard Catalog

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Need Help?

• Business Concepts: See Business User Guide

• Technical Issues: Contact your system administrator

• Implementation Questions: Consult your implementation team

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This guide reflects timveroOS v.8.0 capabilities. Features and interfaces may vary based on your specific configuration and licensing.