How to Work Items in a Worklist

1.   From the main screen in CollectMax, click the button to bring up the Find Debtor Screen.

2.   Select to Find By Select Worklist by clicking the next to the selection.    

3.  Enter the Worklist ID or scroll down and click on the Worklist entry to select the proper Worklist. For Users without Version 4 or above, select the Worklist to be worked by clicking the next to the selection. To the right a list of all accounts assigned to this worklist will appear.

4.  Select the first debtor to be worked from the list.  Users can select the first debtor or scroll and pick another.

5.  Click the button to go the selected debtors account.

Users will be taken to the Summary Tab of the debtor's account.  In the Action Items section, there will be one or more actions with a button to the left of it.  

This is the action that was included on this worklist.

Users can navigate through the debtors account from tab to tab, request documents, credit bureaus and make any changes needed to complete the action item.

6.  Once the account as been reviewed and the user is ready to complete, advance or refer the action, double click on the Action Item on the Summary Tab or click the button to get to the Action Items Screen.

7.  Select the Worklist Action Item.

8.  Click the button.

9.  Select the Completion Code from the list.  

• Advance - Reschedule action to be worked on a future date
• Advance and Refer - Reschedule action to be worked on a future date and reassign the responsibility to another operator
• Complete - Complete and close action item
• Cancel - Remove action item
• Refer without Contact-Reassigns the responsibility to another operator without any contact with the debtor.

The Completion code listing can be expanded by the user to include user-defined completion codes.  Click the button to add new completion codes.

See Right Click DU Advance for information on Advancing DU Actions on the Worklist. This is a Version 9 Feature.

10.  If Advancing an action, enter the Scheduled Date and time to reschedule the action.

11.  If Referring the action, select a new responsible from the list.

12. Select a New Status from the list if the status code should be changed on the claim or account.

13. Select a document to be generated from the list.  The document will be added to the print list to be printed later.  

If the document you have selected is set to change the status code on the account and you have also elected to change the status in the 'New Status' field, CollectMax will inform you by way of a message box that the status change of the document will take priority.

If this is not what you want the system to do, respond to the message.  The system will take you back to the status code change field of the completion code form where you can change your selections.

14.  If you would like to add a history note as part of this completion code activity, you can do so by entering the note in the field labeled History Note.  This note will be saved in the debtor's history along with the completion code note.

15.  Enter any promised payment amount in the Promised field.

16. Click the button to save your selections.  The system will auto-navigate you to the next account.  

Using the arrows, will allow you to skip accounts to work later or navigate through the accounts on the worklist.

To print a report of all the accounts in the worklist, see Worklist Entries Report.

For statistics on operators activities based on the worklists, see Operator Activity Report and Action Item Completion Report.

If you must exit the worklist to access an account not on the worklist, you may return to the worklist by clicking the button from the Find Debtor Accounts Screen.