Route for Review

In some situations, an account may require the attention of a supervisor. Use the Route for Review Collector Action menu option to route the account to a supervisor review state.   To route an account for review:
  1. From the Collector Action drop down list, select Route for Review. The CACS Enterprise Browser displays the Action dialog for Route for Review.
  2. Select the type of review that occurred from the Type of Review drop down list.
  3. Select the state you wish to route the account to from the Route to State drop down list. (Optional)
  4. Select an excuse from the Excuse drop down list. (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 routing 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.