Overdue Process - Events

This page contains the activities that are performed to persuade the taxpayer to pay the outstanding debt. Open this page using Main Menu > Case Management > Overdue Process and navigate to the Events tab.

Description of Page

Refer to the first tab for a description of Overdue Process and Overdue Process ID.

The Overdue Events scroll contains the process's overdue events. Refer to Overdue Processes Are Created From Templates for information about how the system defaults a process's events from its template.

• Note, all information in the scroll is protected if the event's Status is Complete or Canceled.

• Event Sequence is the unique identifier of the event.

• Status defines the state of the event.

• The Cancel button appears if the event is Pending or Waiting, and the event's Overdue Event Type has a Cancel Logic plug-in. Click this button to cancel the event.

• The Overdue Event Type defines the event's activity (e.g., Email sent, a ToDo entry is generated, a letter is sent).

• The remaining fields work in unison:

• If Dependent on Other Events is turned on, the event can only be triggered after the events specified in the Event Dependencies grid are all Complete or Canceled. You use the Days After field to define when this event is activated. For example, if you enter 5, this event will be activated 5 days after all of the dependent events are completed / cancelled. If you enter 0, this event will be activated immediately after the dependent events are completed / cancelled. Refer to Calendar vs. Work Days for a descriptions of how days are counted.

If all dependent events are already Completed or Canceled, you cannot specify Days After. Rather, you must enter the desired activation date in the Trigger Date field.

• If Dependent on Other Events is turned off, enter the desired activation date in the Trigger Date field. If this field is off, the Days After field and the Event Dependencies grid are hidden.