Create a Task
This example shows you how to create a manual task.
Each strategy is made up of one or more tasks. A workflow helps drive the task that is performed manually or automatically. The workflow notifies the collector to perform a task or initiates the automated process. Every task has an associated workflow.
Tasks are grouped by one of two work types:
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Manual: A collector or specialist performs the task. When you complete the task, it's closed from the queue. Manual tasks examples are a personal visit, phone call, or contact salesperson.
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Automatic: An automated process performs the task. This includes tasks such as sending emails, faxes, or sending documents to be printed.
Create a Manual Task
Navigation: Setup and Maintenance > All Tasks > Manage Collections Strategy Tasks > Go to Task icon > Manage Strategy Tasks
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From the Strategy Tasks section, click Create icon.
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Enter the following information:
Field
Value
Enabled
Selected
Name
Friendly phone call
Description
Customer is slightly past due; make friendly call
Type
Manual
Category
Phone Call
How long will strategy wait until it executes this task?
0 days
How long will strategy wait after it executes this task?
0 days
Optional
Y
Days
1 day
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Click Save and Close.
Set Up Wait Time for Strategies Based on Transaction Type
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- Collections Scoring and Strategy Assignments by Segment
- Automatically Initiate or Fulfill Collections Tasks in Third Party Systems
- Collections Strategies for Individual Transactions
Perform the following steps:
Navigation: Setup and Maintenance > All Tasks > Manage Collections Strategy Tasks > Go to Task icon > Manage Strategy Tasks
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From the Strategy Tasks section, click Create icon.
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Enter the following information:
Field
Value
Enabled
Selected
Name
Enter an appropriate name
Description
Enter a brief description of the task.
Type
Manual or Automatic
Category
Select an appropriate category.
How long will strategy wait until it executes this task?
Select a value equal to or greater than 0
How long will strategy wait after it executes this task?
Select a value equal to or greater than 0
Transaction Level
Select the condition as Not Applicable
Note: If you configure the Days Late condition for Transaction Level, you cannot set the pre-execution and post-execution wait times. -
Click Save and Close.