How To Change Severance Events
When a severance process is first created, it has one or more severance events. The events are the activities that will be performed to persuade the customer to pay the outstanding debt.
The number and type of events that are created when a severance process is initiated are defined on the severance process's severance process template. The following points describe how to add / change / delete events on a severance process if the defaulted events are not satisfactory.
• Use Control Central to choose the account with the severance process whose events need to be changed.
After the account is populated on Control Central, choose the > option on the account context menu to transfer to the severance process transaction in update mode.
• To add a new event, transfer to the Events tab and press the + button in the Severance Events scroll to add a new event. At this point, the event has not been added to the database; rather, it just exists in memory. Before you add the event to the database, you must specify the following information:
• Choose an Event Sequence so that the new event will be positioned properly in respect of the other events.
• Choose a Severance Event Status of Pending.
• Choose the desired Severance Event Type.
• If the activation of the new event is dependent on the successful completion of earlier events, turn on Dep on Other Event and then a) specify the sequences of the dependent events in Event Dependencies and b) specify the number of days after the completion of the last dependent event when the new event should be activated.
• If the activation of the new event is NOT dependent on the successful completion of earlier events, turn off Dep on Other Event and use Trigger Date to define the date on which the event should be activated (i.e., completed).
To delete an existing event, transfer to the Events tab and use the scroll arrows to toggle to the desired severance event. When the desired severance event appears, press the - button to remove the event. At this point, the event has not been removed from the database; rather, it's been removed in memory.
To change an existing event, transfer to the Events tab and use the scroll arrows to toggle to the desired severance event. When the desired severance event appears, make the desired changes.
After all desired changes have been made, save the severance process.
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