Modifying User Tasks for a Strategy Branch

Procedure

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 user tasks for 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 for which you want to modify a user task.
   The Strategy Definition screen appears.

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

5. In the Tasks section, click view/edit in the row for the task you want to modify. User tasks have User in the Task Type column.
   The Task Definition screen appears.

6. Change information for the task, such as the name, the number of offset days for the task, and the priority.

Notes:  

• Enter a 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.

• You can change the Auto selection to Yes to make this user task autonomous. In this case, you enter the information required for the autonomous task type you select.

7. If necessary, select a different Action Type for the task. When you select an Action Type, the screen displays a section for the type you select.

• For a General task, enter a description that is seen by the administrator defining the task, not by the collector.

• For a Phone Contact task,enter a description that is seen by the administrator defining the task, not by the collector.

• For Print, E-mail or  Fax Contact tasks select:

• E-mail, Fax, or Print as the Primary Delivery Type.

• 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.

• 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 an error occurs, the collector can troubleshoot the problem and enter the correct address.

8. Click Save.