Automation Tab

Allows you to add up to three actions, change the status code, advance payment plans, add activity codes and change responsible codes when the document is printed or sent to the Print List. Client Level Documents are not eligible for Automation.

Action Code Section

If you would like the document to add an action, click the button and make their selections from the list.

None: The ability to have no action item added when the document is generated.
With confirm: The ability to approve of the action selected to be added by the document before it is added. Batched documents may not have the ability for confirmation.
Automatic: The ability to have CollectMax automatically add the action without operator intervention.
Auto-learn: The ability to set the action and action date when prompted. The selection is learned by the CollectMax system and is used as the default selection for future instances of the document until changed.
Auto-Date: The ability to have the action date based on a date within the account.

Select the Action code you would like assigned to an account when this document is generated by clicking the button and selecting from the list.

Click if you would like to create a new action code to be created with this document.

Delay: Enter the number of Days until the action is due to be worked.

Select to attach the action to the Account or Claim by clicking the button and selecting from the list.

Enter the Action Time.

If you would like the document to add an additional action, click the tab and add an action as above. Additionally, to have the document add a third action, click the tab and add the action as above.

Status Section

Action: Users can click the button and make their selections from the list.

Select "No Change" if no status change is needed.
Select "With confirm" if the status should be changed only with operator approval.
Select "Automatic" if the status should always be changed when this document is generated without operator intervention.

Status: Select the new Status Code from the list. This will be the account's new status after document generation.

Click if you would like to create a new status code to be created with this document.

To update all open claims for this debtor with the new status code, check the box next to Update All Open Claims.

Note: If not selected, the status will change only the claim you are viewing or aligned to when requesting the document.

Payment Plan Section

Check the box to Advance the Payment Plan date. If selected, enter the number of Days to advance the payment plan.

Note: This setting will not be used on any documents that are assigned as Payment Acknowledgment Letters.

Activity Code Section

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 to the Activity field and select the activity code. This code will be added or update on the account when the document is printed or put on the printlist.

To add up to 2 additional activity codes, click the Activity 2 and Activity 3 tabs and enter as above.

Note: This is a Version 8 Feature. For information on obtaining this or any other feature, please contact the Sales Department

Responsible

Action: Users can click the button and make their selections from the list.

Select "No Change" if no responsible change is needed.
Select "With confirm" if the responsible should be changed with operator approval.
Select "Automatic" if the responsible should be changed when this document is generated without operator intervention.

Responsible: Click the button and select the Responsible Code from list.

Click the button.

Note: The automation options will be executed when the document is sent to the print list and not when it is printed from the print list. Documents selected for Print Now will execute the automation options when printed.