Activity Codes

The Activity Codes Feature allows you to add, view at a glance and report Key Activities on a claim. You can create as many of these key activities as needed. If you have an interface, you may be able to translate these key events to your Forwarder. Certain Activity Codes are uploaded regularly in the Resurgent and Trak Interfaces.

 To View the Last Activity Codes

On a debtor's account, select the tab to view the claim screen.

On the bottom right in the Statistics section, click the button to view the Claim Activity Entries Screen.

Only the last entry of each activity code is listed on this screen. All instances of the Activity Code will be listed on the history tab.

 To add an Activity Code from the Claim Screen

You can add an Activity Code to the Claim from this screen.

Click the button to display the Add Activity Screen. Depending on the Class of the selected Activity Code, the Add Activity Screen appear different and have different fields available.

Activity Date: CollectMax will select today's date as the date the Activity was completed. If needed, change the date by entering the correct date in MM/DD/YYYY format or clicking button and select the date.

Activity Code: Click the button to select the proper activity code. To add additional Activity Codes, see Add Activity Codes

 Default Class

Default Class Activity Codes are anything other than a Call Activity.

Comments: Enter any Activity Code specific notes.

Legal Stage: Select from the available PreSuit, PostSuit and Post Judgment Legal Stages for the claim. CollectMax will evaluate the claim to pre-populate the Legal Stage by looking for a Primary Filing and Judgment.

Date From: This will default with Manual Entry. You may overwrite that but for automatic processes that add an Activity Code the Data From field will be populated with the name of the Process.

The Activity Code process will record the following claim information at the time the Activity Code is posted:

• Activity Class
• Operator
• Responsible
• Claim Status

These values are as of when the activity code is added.

 Call Activity Codes

• Who: The Party you attempted to call or the Party who called you. You may select from the Debtor's attached to the claim by clicking the button and selecting from the list. If the party is not a debtor attached to the claim, you can manually type/enter a name in the field.
• Phone #: The phone number you called or receive a call from if known. You may select from the available valid phone numbers attached to the claim by clicking the button and selecting the number. If the number is not attached to the claim, you can manually type/enter the number called.
• Call Direction: Select if the call was outgoing or incoming.
• Call Time: Enter the Call Time. The call time will be pre-populated with the current time.
• Time Zone: Enter your Time Zone. Soon that will be pre-populated with the time zone of the workstation entering the Activity Code.
• Legal Stage: Select from the available PreSuit, PostSuit and Post Judgment Legal Stages for the claim. CollectMax will evaluate the claim to pre-populate the Legal Stage by looking for a Primary Filing and Judgment.
• Data From: This will default with Manual Entry. You may overwrite that but for automatic processes that add an Activity Code the Data From field will be populated with the name of the Process.
• Result Code: Select the Result of the Call from the list of available Result Codes by clicking the button. See the Result Codes, for information on adding result codes.
• Comments: Enter any Activity Code specific notes.

The Activity Code process will record the following claim information at the time the Activity Code is posted:

• Activity Class
• Operator
• Responsible
• Claim Status

These values are as of when the activity code is added.

Click the button to add the Activity Code.

 To Add Activity Codes from the History Tab

From a debtors account, click the tab to display the History Screen.

Click the button to display the Add Activity Entry Screen.

Activity Date: CollectMax will select today's date as the date the Activity was completed. If needed, change the date by entering the correct date in MM/DD/YYYY format or clicking button and select the date.

Activity Code: Click the button to select the proper activity code. To add additional Activity Codes, see Add Activity Codes

 Default Class

Default Class Activity Codes are anything other than a Call Activity.

Comments: Enter any Activity Code specific notes.

Legal Stage: Select from the available PreSuit, PostSuit and Post Judgment Legal Stages for the claim. CollectMax will evaluate the claim to pre-populate the Legal Stage by looking for a Primary Filing and Judgment.

Date From: This will default with Manual Entry. You may overwrite that but for automatic processes that add an Activity Code the Data From field will be populated with the name of the Process.

The Activity Code process will record the following claim information at the time the Activity Code is posted:

• Activity Class
• Operator
• Responsible
• Claim Status

These values are as of when the activity code is added.

 Call Activity Codes

• Who: The Party you attempted to call or the Party who called you. You may select from the Debtor's attached to the claim by clicking the button and selecting from the list. If the party is not a debtor attached to the claim, you can manually type/enter a name in the field.
• Phone #: The phone number you called or receive a call from if known. You may select from the available valid phone numbers attached to the claim by clicking the button and selecting the number. If the number is not attached to the claim, you can manually type/enter the number called.
• Call Direction: Select if the call was outgoing or incoming.
• Call Time: Enter the Call Time. The call time will be pre-populated with the current time.
• Time Zone: Enter your Time Zone. Soon that will be pre-populated with the time zone of the workstation entering the Activity Code.
• Legal Stage: Select from the available PreSuit, PostSuit and Post Judgment Legal Stages for the claim. CollectMax will evaluate the claim to pre-populate the Legal Stage by looking for a Primary Filing and Judgment.
• Data From: This will default with Manual Entry. You may overwrite that but for automatic processes that add an Activity Code the Data From field will be populated with the name of the Process.
• Result Code: Select the Result of the Call from the list of available Result Codes by clicking the button. See the Result Codes, for information on adding result codes.
• Comments: Enter any Activity Code specific notes.

The Activity Code process will record the following claim information at the time the Activity Code is posted:

• Activity Class
• Operator
• Responsible
• Claim Status

These values are as of when the activity code is added.

Click the button to add the Activity Code.

  Setup Automatic Document Activity Codes

Select from the main menu bar in CollectMax.

From the next menu select to display the Master Documents Screen.

Select the GLB notice or any document that should add an activity code.

Click button to display the Document Properties window.

Select the Automation Tab to display the Document Automation Screen.

In the Activity Code Section, click the button next the Action field and select how to add/update the activity code.

• With Confirmation:  When the letter is printed or added to a printlist, a confirmation message will appear before adding/updating the activity code on the account.
• Automatic:  Will add/update the activity code when the document is printed or sent to the printlist.

Click the button next the Activity field and select the activity code to be added/updated when this document is printed or sent to the printlist.

Click the button to save the document automation changes.

 Automatic Skip Activity Codes

CollectMax has some skip tracing interfaces.   These interface may automatically add/update a skip activity code.   Please contact JST for information on our Skip Tracing Interfaces.