Reviewed

The Reviewed Collector Action menu option is used anytime a supervisor reviews an account, whether it be to approve or deny a promise made with terms outside of promise requirements, or to address a collector’s concerns about a particular account.   To record the outcome of a review:
  1. From the Collector Action drop down list, select Reviewed. CACS Enterprise displays the Reviewed Action dialog.
  2. Select the type of review performed from the Type of review drop down list.
  3. Select the outcome of the review from the Outcome of review drop down list.
  4. Select the state you would like to route the account to from the Route to state drop down list. (Optional)
  5. Select an excuse from the Excuse drop down list. (Optional)
  6. Enter the date that the account is next scheduled to be worked in the Hold Date field. (Optional)
  7. 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.
  8. Record any promise information in the Promise data area. (Optional)
  9. Enter text regarding the review in the History Text box.
  10. Select the correspondence type (if any) from the Correspondence drop down. (Optional)
  11. Click Submit or Submit & Next to process the request, or Cancel to end the request.