7.2 Process to View Tasks

User can view the list of tasks created in the system and search for a particular task.

To view the list of tasks:

  1. From Homescreen, click Collections. Under Collections, click Maintenance.
  2. UnderMaintenance menu, click Task and then click View Task.
    The View the list of tasks screen is displayed.

    Figure 7-2 View the list of tasks


    Description of Figure 7-2 follows
    Description of "Figure 7-2 View the list of tasks "

    For more information on fields, refer to the field description table.

    Table 7-2 Field Description: View Task - Tile

    Field Name Description
    Task Code Displays the task code.
    Task Description Displays the description of the task.
    Type Displays the task type.
    Workflow Displays the task workflow.
    User Defined Field Displays the user defined field.
    <Authorization Status> Displays the authorization status of the task.
    The possible options are:
    • Unauthorized
    • Authorized
    <Record Status> Displays the status of the record.
    The possible options are:
    • Open
    • Closed
    Modification Number Displays the number of modification performed on the record.
  3. On the View Task screen, click
    Search

    icon.
    The View Task - Search screen is displayed.

    Figure 7-3 ViewTask- Search


    Description of Figure 7-3 follows
    Description of "Figure 7-3 ViewTask- Search"

  4. On the View Task - Search screen, specify the Search Filter to fetch the required Task.

    For more information on fields, refer to the field description table.

    Table 7-3 Field Description: Task - Search

    Field Name Description
    Task Type Select the Task Type of the View Task.

    The available options are:

    • Customer Call
    • Letter
    • Email
    • Data Capture
    Task Code Displays the task code.
    Task Description Displays the description of the task.
    Authorization Status Select the authorization status of the task.
    The options are:
    • Authorized: Select this option if user want to search for a task with Authorized status.
    • Unauthorized: Select this option if user want to search for a task with Unauthorized status.
    Record Status Select the record status of the record.
    The options are:
    • Open: Select this option if user want to search for a task in Open status.
    • Closed: Select this option if user want to search for a task in Closed status.
  5. Click Search to display the required Task.
  6. On ViewTask screen, click icon to Unlock, Delete, Authorize or View the created Task.
  7. Click Unlock to modify the created Task.
    The Create Task - Modify screen is displayed.

    Figure 7-4 Create Task- Modify


    Description of Figure 7-4 follows
    Description of "Figure 7-4 Create Task- Modify"

    For more information on fields, refer to the field description table.

    Table 7-4 Create Task - Modify - Field Description

    Field Description
    Task Type Displays the Task Type.
    Task Code Displays the Task Code.
    Task Description Displays the description of the task.
    Workflow Select the Workflow of the Create Task.
    The available options are:
    • SMS Workflow
    • RM SMS Workflow
    • Normal Call Workflow
    • Saturday Call Workflow
    • Sunday Call Workflow
    • Office Call Workflow
    • Contact RM Workflow
    • First Notice Workflow
    • Second Notice Workflow
    • Legal Notice Workflow
    • Email Workflow
    • Communication Workflow
    • Charge-Off Date Workflow
    • Data Capture WF
    • Generic Workflow
    User Defined Field Select the User Defined Field of the Create Task.
    The available options are:
    • Repo Assessment
    • Sales Inspection
    • Repo Closure
    • Sale Info
    • Filing Information
    • Debtor Attorney Info
    • Trustee_Info
    • Bankruptcy_Info
    • Debtor_Plan_Info
  8. Click Save to update the modified fields.
  9. Click View to view the created Task.
    The Create Task - View screen is displayed.

    Figure 7-5 Create Task - View


    Description of Figure 7-5 follows
    Description of "Figure 7-5 Create Task - View"

    For more information on fields, refer to the field description table.

    Table 7-5 Create Task - View - Field Description

    Field Description
    Task Type Displays the Task Type .
    Task Code Displays the Task Code .
    Task Description Displays the description of the task.
    Workflow Displays the Workflow.
    User Defined Field Displays the User Defined Field.

Parent topic: Task