Production workspace
Your live file queue, the full processor checklist, mailings, work log and the Excel tracker tools run in the production workspace.
My file queue
Archived
Processor Skills Academy
Lessons, learning checks, the calculation practice tools and the final practice file run in the training academy. Privacy training comes first; it unlocks everything else.
Training library
Module 1: PII Protection is the gate. Pass it to open the rest of training and the Practice File capstone. Every rule taught here carries its source in the lessons.
Resources
Advisories on the left, important updates in the middle, and the working links on the right. Advisories are uploaded and published from the Dashboard library. Updates and links read from the same source as the checklist itself, so when a contact or a link changes, it changes here too.
Important updates
Processor Workspace Walkthrough
The how-to video for this workspace: starting a file, working the checklist, and closing it out.
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