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Reviewing Account Summary and Related Account Information

Before calling an account in a collection task, agents use the Collection Summary list view to review historical information about an account. After logging in to the application, agents go to Work Summary list to check current status and see if it is correct. Likewise, managers review the Manager Work Summary list view to see which accounts have already been assigned and which accounts remain unassigned by agent.

To view work summaries

1. Navigate to the Financial Accounts > Work Summary view.

   The following table describes the types of information appearing in the Manager Work Summary view.

   Summary	Comments
   Accounts Assigned	Total number of accounts assigned to the collection agent.
   Accounts Worked	Number of accounts the collection agent has worked on so far. For example, created PTPs for some accounts, left messages for another account, and so on).
   Accounts Remaining	Number of accounts remaining to be worked on.
   Messages Left	Total number of messages left by the collection agent on all accounts that they have worked on so far.
   Promises Made	Total number of promise-to-pay records created by the collection agent for all the accounts worked on so far.

2. Click Refresh to get the most up-to-date work summary information.

To view manager work summaries

1. Navigate to the Financial Accounts > Manager Work Summary view.
2. In the Employees list, select the collection agent you wish to view the work summary for.

   The following table describes the types of information appearing in the Manager Work Summary view.

   Summary	Comments
   Accounts Assigned	Total number of accounts assigned to the selected collection agent.
   Accounts Worked	Number of accounts the selected collection agent has worked on so far. For example, created PTPs for some accounts, left messages for another account, and so on).
   Accounts Remaining	Number of accounts remaining to be worked on by the selected collection agent.
   Messages Left	Total number of messages left by the selected collection agent on all accounts that they have worked on so far.
   Promises Made	Total number of promise-to-pay records created by the selected collection agent for all the accounts worked on so far.

3. Click Refresh to get the most up-to-date work summary information.

To view related accounts

1. Navigate to the Financial Accounts > Financial Account List view.
2. Drill down on the Account # field link of the selected record.
3. Click the Collection view tab, and then click the Related Accounts link.
4. Scroll down to the bottom of the page to see the Related Accounts list.
5. To view the related account, drill down on the Financial Account # field link.