5.3 Specialized Cases
This tab displays all the tasks which belong to specialized segments (having Ignore Group Basis as Yes) and are assigned to you.
If you are a supervisor, you can reassign account's strategy to another collector under your hierarchy. When you reassign an account's strategy to another collector, all the tasks related to the account's strategy are also assigned to the collector.
Table 5-4 Specialized Cases
| Field Name | Description |
|---|---|
| Filter | This section helps you to filter the accounts based on account specific search criteria. |
| Segment | Indicates the segment to which the account belongs.
Note: You can select multiple segments. |
| Strategy | Indicates the strategy to which the account belongs.
Note: You can select multiple strategies. |
| Account Number | Indicates the account number. |
| Customer ID | Indicates the customer ID associated with the account. Once you select the customer ID, customer name is displayed. |
| User Name | Indicates user name of the collector or logged-in supervisor to whom the account is assigned.
Note: For supervisor role, this list displays user name of the supervisor, and user name of all collectors under the supervisor. You can select multiple user names. For collector role, this field is not enabled and displays user name of the logged-in collector by default. |
| Account List | This section displays the search results for accounts based on specified search parameters. |
| Account Number | Displays the account number. |
| Customer | Displays the name of the primary customer associated with the account number. |
| Segment | Displays the segment to which the account belongs. |
| Strategy | Displays the strategy to which the account belongs. |
| Product Type | Displays the product type of the account. |
| Task Not Started | Displays the number of tasks assigned to you, which are in Not Started status.
Note: If you are a collector, it displays the number of tasks assigned to you. If you are supervisor, it displays the number of tasks assigned to you and the collectors under you in various user groups where you are the supervisor. |
| Task Escalated | Displays the number of tasks that are in Escalated status.
Note: If you are a collector, it displays the number of tasks assigned to you. If you are supervisor, it displays the number of tasks assigned to you and the collectors under you in various user groups where you are the supervisor. |
| Task WIP | Displays the number of tasks that are in progress. This includes the tasks in any status other than Not Started, Void, Expired, and Escalated status, and the tasks that are not in final status.
Note: If you are a normal collector, it displays the number of tasks assigned to you. If you are supervisor collector, it displays the number of tasks assigned to you and the collectors under you in various user groups where you are the supervisor. |
| User Assigned | Displays the user name of the collector to whom the task is assigned. |
| Actions | Indicates the action that can be performed. Click  to navigate to Case Summary page. If you navigate to Case Summary page from here, the particular account number is in context.
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