Add Secondary State

Use the Add Secondary State dialog box to add secondary processing states to an account.  A secondary state allows an account to appear on, and be worked from, multiple work lists simultaneously.  An account can be assigned to up to five secondary states.  Secondary states allow administrative (e.g., bureau or loan application retrievals) and/or parallel collection activities (e.g., repossession, skip tracing, outbound call processing) to occur concurrently with the normal account treatment steps.  

Follow these steps to record a Secondary State:

1. From the Collector Action drop down list, select Add Secondary.  The CACS Enterprise Browser displays the Action dialog view for the Add Secondary State activity.
2. Select the state you wish to route the account to from the Route to State drop down list. (Optional)
3. Select an excuse from the Excuse drop down list. (Optional)
4. Enter the date that the account is next scheduled to be worked in the Hold Date field. (Optional)
5. Enter the User ID to assign the account.  If you are not sure of the User ID, you can perform a search by selecting the Lookup hyperlink to open the User Lookup dialog.
6. Record any promise information in the Promise data area. (Optional)
7. Enter text regarding the state addition in the History Text box.
8. Select the correspondence type (if any) from the Correspondence drop down. (Optional)
9. Click Submit or Submit & Next to process the request, or Cancel to end the request.