Reviewed - Call Back Later

A supervisor may enter a Reviewed - Call Back Later activity to review the same account again on the same day. By using the Reviewed – Call Back Later Action menu option, the account will automatically be rescheduled to appear on the supervisor’s work list when the list is reworked.   To record a review to call back:
  1. From the Collector Action drop down list, select Reviewed – Call Back Later. The CACS Enterprise Browser displays the Action dialog for Reviewed – Call Back Later.

  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. Enter text regarding the review in the History Text box.
  7. Select the correspondence type (if any) from the Correspondence drop down. (Optional)
  8. Click Submit or Submit & Next to process the request, or Cancel to end the request.