|
|
You can modify any information for a strategy at any
time. However, if the strategy is associated with a segment as a Champion
or Challenger strategy, when comparing effectiveness metrics, select dates
so that you are not mixing effectiveness metrics for the period before
and after the changes were made.
To modify Clear tasks for a strategy branch:
Select Admin.
The Admin Home Page appears. From the Policy
Administration tab, select Strategy Setup.
The Strategies screen appears. Select view/edit
in the row for the strategy for which you want to modify a Clear task.
The Strategy Definition screen appears. In the Branches
section, select view/edit in the row for the branch that has the Clear
task you want to modify. The Task Type column lists Auto for autonomous
tasks.
The Branch Definition screen appears. In the Tasks
section, click view/edit in the row for the Clear task.
The Task Definition screen appears. Change information
for the task, such as the task name, the number of offset days, and the
priority for the task. For an autonomous task, the priority is only relevant
if the task will ever be converted to an action item in a collector's
Work Queue. This can occur when Error Notification is set to Yes.
Note: You can
change the Auto selection to Yes to make this auto task a collector task.
In this case, you enter the information required for the contact task
type you select.
You can select
the following Schedule Modes:
Opportunistic:
The task executes as soon as its due date is reached Sequenced: The
task executes when its due date is reached and when all tasks with previous
due dates have executed Dependent: The
task executes when its due date is reached, and another, specified task
in the branch has executed
You can select
the following Confirmation Modes. Confirmation Mode specifies when to
convert the task to an action item in the collector’s work queue, allowing
the collector to ‘confirm’ whether the task should be performed.
When a Promise
or Dispute is Active: The Clear task becomes an action item for the collector
whenever a promise or dispute is active. Never: The task
is always automated. Never: The task
is never automated.
You can select
Yes or No for Error Notification. If you select Yes, if the Clear task
fails, an action item is created for the collector. Click Save. |
