New Completion Code

You can create a new Completion Code by:

1. Click on .  Select Completion from the Codes drop down list.
2. When selecting a Completion Code to complete an action item on an account, click on the button for completion codes.

This will open the Completion Code window:
 

To add a new completion code, click the button.  This will open the Add Completion Code window:

• Code field: Enter a 2 character code for your new completion code.
• Description field: Enter a phrase that describes the nature of the completion associated with the code.  This phrase will appear on screens and reports.
• Completion Type: Select a Completion Code Type in the Completion Type box.

Work Completed: Use this type of completion code to inform the system that you have completed the task associated with the action item and do not need to reschedule or reassign the action item.

Reschedule: Use this type of completion code to Advance the action item a number of days in the future to be worked again.

Reassign: Use this type of completion code to Refer the action item to be worked by another responsible operator in your office.

Reschedule/Reassign: Use this type of completion code to both Advance the action item to be worked a number of days in the future and also reassign the responsible party to work the account.

• New Action Field(s): Enter the new action code to be added with the completion of this existing action.
• # of Days: Enter the number of days to be used as the default for rescheduling of the associated action item.  This field is ignored for Work Completed type completion codes.
• Action Alarm: Set the selected action(s) to be on an alarm.  See Action Alarm.
• New Status field: If desired, entering a completion code can altar the account status.  Enter the new status to be assigned by the completion code.  Leave the field blank to leave the account status unchanged.
• Responsible field: This field is only available on Reassign type completion codes.  Select the Responsible party to be assigned by the completion code.
• Document: If desired, entering the completion code can initiate a document to be printed for the debtor account.  Click on the drop down list and select a document to be printed.  Leave this field blank to skip this option.
• Activity: The ability to add an Activity Code is an Version 7 Feature.
• Attempt:  If this completion code counts as an attempt for the collector, check the box next to Count this as an Attempt field.
• Contact:  If this completion code counts as a contact for the collector, check the box next to the Count this as a Contact field.
• Default History Note: If desired, entering this completion code can create a history note to be entered on the debtor account.  Type in the text of a default history note.  Leave this field blank if to prevent a history  note from automatically being entered on the debtor account.

Click to save your new Completion Code.