5.6 Specialized Cases

This tab displays the tasks assigned to you related to the specialized segments to which you are associated where the grouping basis is not applicable.

Table 5-7 Field Description: Specialized Cases

Field Name Description
Specialized Cases Filter This section helps you to filter the task list based on specific search criteria for specialized cases.
Segment Indicates the segment to which the account belongs for which the tasks are created.
Strategy Indicates the strategy applicable on the segment.

Note: The list displays strategies related to the selected segment.

Account Number Indicates the account number.
User Name Indicates user name of the collector.

Note: For supervisor role, it allows to search and select multiple user names of the collectors under the logged-in supervisor or logged-in supervisor's user name.

For normal collector role, this field is not enabled and displays user name of the logged-in collector by default.

Customer ID Indicates the customer ID.
<Task List> The task list displays following details of the tasks.
Account Number Displays the account number.
Customer Displays the name of the customer.
Product Type Displays the product type of the account.
Segment Displays the segment to the account belongs.
Strategy Displays the strategies applicable on the account.
Total Tasks Displays the total number of tasks applicable on the customer, account, segment, or strategy.

Note: If you are a normal collector, it displays the total number of tasks assigned to you related to the customer, account, segment, or strategy where ignore group basis is Yes for the product processor.

If you are a supervisor collector, it displays the total number of tasks assigned to all the collectors under you. These tasks are related to the customer, account, segment, or strategy where ignore group basis is Yes for the product processor.

Not Started Displays the total number of tasks that are in Not Started status.

Note:

Escalated Displays the total number of tasks that are in Escalated status.

Note:

WIP Displays the total number of tasks that are in Work in Progress status.

Note:

User Assigned Displays the user name of the collector to whom the task is assigned.
Case Details Click <icon> to navigate to Case Summary page. If you navigate to Case Summary page from here, account number associated with the corresponding task is in context.