Online Help Home > Admin > Policy Administration > Strategy Setup> Adding User Tasks to a Strategy Branch

Adding User Tasks to a Strategy Branch

Procedure

To add user tasks to a strategy branch:

  1. Select Admin.
    The Admin Home Page appears.

  2. From the Policy Administration tab, select Strategy Setup.
    The Strategies screen appears.

  3. Select view/edit in the row for the strategy to which you want to add a user task.
    The Strategy Definition screen appears.

  4. In the Branches section, click view/edit in the row for the branch to which you want to add a user task.
    The Branch Definition screen appears.

  5. In the Tasks section, click Add.
    The Task Definition screen appears.

  6. Enter the task name that identifies for the collector the action required to complete the task. The Task Name appears in the Action Item column on the collector's Collection Activity screen.

  7. Enter the number of offset days for the task. This can be a positive or negative number. eCredit calculates the task due date by adding the offset date for the branch to the branch control date, and then adding the offset days for the task to that date.

  8. For the Auto option button select No.

  9. Select a Priority for the task. The priority displays in the collector's work queue.

  10. Select the action type as Contact or General. Contact tasks include print, e-mail, fax, or phone. Use General for any other interactive task your workflow requires.

  11. For a General task, enter a description for the task.

  12. For a Contact task, select the Primary Delivery Method as Print, E-mail, Fax, or Phone.

    • For a Phone type, you can enter a description that further describes the phone call. The description is seen by the administrator defining the task, not by the collector.

For Print, E-mail or Fax select:

    • The Contact Category: Internal or external to your organization

    • The Contact Type: The description for the role the contact performs

    • Whether the contact to receive the correspondence should be the primary contact for the invoice or customer.

    • The name of a correspondence template you want to use for this task. The Template list includes all templates defined for your implementation.

Note: For the message to be successfully sent, a contact that matches the information you enter for the task must be found for the invoice or customer. If necessary, the collector can troubleshoot any errors and enter the correct address.

  1. Click Save.