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. |
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2. |
Click Set Collection Staff icon |
This will open the Collection Staff Lookup screen. |
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3. |
Click the ‘New’ button |
The Collection Staff Maintenance screen opens. |
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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. |
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