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, automatically, or externally. 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 the three work types:

1. 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.

2. Automatic: An automated process performs the task. This includes tasks such as sending emails, faxes, or sending documents to be printed.

3. External: Tasks are done by external systems, such as third party collections agencies.

Create a Manual Task

Navigation: Setup and Maintenance > All Tasks > Manage Collections Strategy Tasks > Go to Task icon > Manage Strategy Tasks

1. From the Strategy Tasks section, click Create icon.

2. Enter details as shown in the following example:

   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

3. Click Save and Close.

Create External Tasks

You have to enable the following prerequisite features to create external tasks:

1. Collections Scoring and Strategy Assignments by Segment
2. Automatically Initiate or Fulfill Collections Tasks in Third Party Systems
3. Collections Strategies for Individual Transactions

After the prerequisite features are configured, you can create an external task from the Manage Strategy Tasks page.

Navigation: Setup and Maintenance > All Tasks > Manage Collections Strategy Tasks > Go to Task icon > Manage Strategy Tasks

1. From the Strategy Tasks section, click Create icon.

2. Enter the details as shown in the following example:

   Field	Value
   Enabled	Selected
   Name	Payment Request
   Description	Customer is past due
   Type	External
   Category	External
   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	N
   Transaction Level	Selected
   Days Late	21

3. Click Save and Close.

Set Up Wait Time for Strategies Based on Transaction Type

You can define the tasks having execution wait times for strategies based on the transaction type. Designate pre-execution and post-execution wait times on transaction-level strategy tasks assigned to transaction types when the transaction condition is set to Not Applicable. Ensure that the following features are enabled:

• • 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

1. From the Strategy Tasks section, click Create icon.

2. Enter the following information:

   Field	Value
   Enabled	Selected
   Name	Enter an appropriate name
   Description	Enter a brief description of the task.
   Type	Manual, Automatic, or External
   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.

3. Click Save and Close.