Collection Staff County Assignment

Background Information:

Process Name:

Collection Staff County Assignment

Role:

Internal SUITS user

Objective(s):

To assign specific collection staff users to counties for collection activity

Before you begin:

A collection staff needs to be assigned to a county

What happens next:

The staff has a county assigned to them for collection cases and collection activity

 

How to do it:

#

User Action

System Response

Notes

1. 

Select the Administrative Services main menu item.

This opens the Administrative Services Maintenance screen.

 

2. 

Click Set Collection Staff icon

This will open the Collection Staff Lookup screen.

 

3. 

Click the ‘New’ button

The Collection Staff Maintenance screen opens.

 

4. 

Select the User ID from the dropdown, the County from the dropdown, and enter an effective date. Then click the Save button

The record is saved and as collection cases are created and auto-assigned based on county, this user will receive the appropriate collection cases based on the county assigned to them.