Switch

Switch Direct - Manage Rules in Switch System
This article applies to companies using switch direct The purpose of this document is to provide a clear specification for enabling direct assignment str...
Thu, 5 Mar, 2026 at 8:20 AM
Switch Direct - Managing Schedules
This article applies to customers using Switch Direct The purpose of this document is to provide a clear specification for enabling direct assignmen...
Thu, 5 Mar, 2026 at 8:20 AM
Switch Direct - Create a New Direct Mapping
This articles applies to customers usign Switch Direct  The system should allow the user to create a new mapping by first assigning a priority number...
Thu, 5 Mar, 2026 at 8:20 AM
Switch Direct - Catch-All Rule
This article applies to customers using Switch Direct  Introduce a Catch All Rule section on the Direct Rules page to handle unmatched scenarios. Thi...
Thu, 5 Mar, 2026 at 8:21 AM
Switch Direct - Assignments
This article applies to customers using Switch Direct Direct Switch - Assignments Implement a new page in RC Switch to view and search Direct Ass...
Thu, 5 Mar, 2026 at 8:21 AM
Switch - How to Bulk Import Switch Cases
This article applies to Alpha Testers using Switch to Bulk Upload Cases Step 1: Make sure your user has Alpha Tester as an employee type   ...
Thu, 11 Jul, 2024 at 2:30 PM
Switch - How to Create a Business Rule
This article applies to lenders or forwarders using Switch Step 1: Hover on Requester's Menu Step 2: Click on Rules  Step 3: Click on ...
Thu, 11 Jul, 2024 at 9:48 AM
Switch - How to Create an LPR Schedule
This article applies to lender or forwarders using Switch Step 1: Hover on Requestor's Menu Step 2: Click on Schedule Step 3: Click...
Thu, 11 Jul, 2024 at 10:58 AM
Switch - How to Create/Update Mappings
This article applies to lender or forwarders using Switch Step 1: Hover on Requestor's Menu Step 2: Click on Mappings Step 3: Click o...
Thu, 11 Jul, 2024 at 1:55 PM
Switch - How to Create a Vendor Schedule
This article applies to lenders or forwarders using Switch Step 1: Hover on Requestor's Menu and select Schedules  Step 2: Under R...
Thu, 11 Jul, 2024 at 10:22 AM