Batch Complete Action

The Action Completion Batch Process allows users to complete a group of action codes.

From the main screen of CollectMax, select the button to display the Mass Account Processes tab.

Select the Process Type of Complete Actions from the button to bring up the Complete Actions Selection Screen.

 Selection Criteria

You will need to select from the following criteria to get the correct group of accounts for your batch process.

 Client(s):

Select a single client, a group of clients or all clients.  

Click the radio button next to your selection.

 Type:

Select all type codes, a single type code or pick more than one type code from the list of codes.

Click the radio button next to your selection.  

 Status:

Select a single status, a range of status', or all status codes.

Click the radio button next to your selection.  

 Inactive Accounts:

Select to include inactive accounts.  Click the button and select to

Include only active accounts

Include only inactive accounts

All Accounts, both active and inactive

 Balance:

Select a balance range by typing in the balance fields.  You may also use the buttons to click to the balance you want.  Clicking the up arrow will increase the balance and clicking the down arrow will decrease the balance.  

 Open Date:

Select an open date range.  You can type the date in each field with the MM/DD/YYYY format or click the button and select the date.

 Account Number:

Select an account number range.  Type in the account numbers in the fields.

 Judgments:

Select accounts according to judgments.  You can exclude or include only accounts with judgments or pick all no matter if they have a judgment.  Click the button and pick from the list.

 Exclusions:

Select the accounts you would like to exclude.  By clicking the box you can exclude accounts for the following reasons.  

DNC:  Do Not Contact

Bankruptcy:  Accounts with Bankruptcy Information.

Defending Attorney:  Accounts that have a Defending Attorney assigned.

 Process-Specific Criteria:

Select the Dates.

Disregard dates: Include no matter what date the selected action item has.

Select by action date: Included only accounts with the action date with in the selected range.  

Select the date range by typing the date or click the button and select the date.  

Select the Action Items:

Account-Level:  Only include account level action items.

Claim-Level: Only include claim level actions.  

Account-Level & Claim-Level: Includes both types of actions.

Click the button and select the action items codes  from the list.

Automation

For the ability to automate this batch process, see Batch Process Automation Script , a Version 7 Feature.

 Output Options

Click the button to display the Output Options Screen.

Select the completion code from the list and click the button.

 Processing the Batch

Once the you have selected the criteria you need.  Click the button.  

If you have forgotten to select the , the options screen will appear and prompt you to make the selections.  Then click the button to restart the process.

A preview report will print listing the accounts that have been selected for the batch and the action to be taken on these accounts.   

Please review these accounts.  Click the X to exit the preview.  A box will appear asking you if you would like to make permanent changes to the database.  

If the preview report was correct, click the button to continue.  

If not, click the button to end the process and correct your selection criteria and re-process.

If you chose to continue, you will be prompted to enter the master password.

Type the password in the field and click the .  You may also cancel the process at this time by clicking the button.

A window will appear recommending a snapshot.  JST recommends a snapshot be performed before making any changes to the database.  

Click the button to exit the batch process and perform a snapshot.

Click the button to continue with the batch process.

The process will begin making the changes.  After they are complete a final report will be created.  You may print this report or click the X to exit the report.

Once you have exited the final report.  The batch process is complete.  Click the button to exit to the main screen.