Table of Contents Title and Copyright Information Preface Purpose Before You Begin Audience Acronyms and Abbreviations Basic Actions Conventions Diversity and Inclusion Documentation Accessibility Related Resources Screenshot Disclaimer Symbols and Icons 1 Introduction 2 Collector Dashboard 2.1 Key Performance Indicators 2.2 Current Tasks 2.3 Upcoming Promises 2.4 Task Aging 2.5 Tasks History 2.6 Collection History 3 Case Search 3.1 Searching for Cases 4 Case Summary 4.1 Case 4.2 Account 4.3 Customer 4.3.1 Editing Contact Details of a Customer 4.4 Tasks 4.4.1 Adding Ad hoc Tasks 4.4.2 Updating Details of Call Task 4.4.3 Escalating a Task 4.5 Promise to Pay 4.5.1 Creating a Quick PTP 4.5.2 Creating an Advanced PTP 4.5.3 Canceling a PTP 4.6 Activity 4.6.1 Searching an Activity 4.7 Communication Details 4.8 Notes 4.8.1 Creating a Note 4.9 Payments 4.9.1 Searching a Payment 4.9.2 Add Payment 4.10 Documents 4.10.1 Upload a document 4.11 Enable Specialised Process 4.12 Settlement 4.12.1 Creating a Settlement Offer 4.12.2 Canceling a Settlement Offer 4.12.3 Accepting a Settlement Offer 4.12.4 Declining a Settlement Offer 4.13 History 4.13.1 Viewing History of a Closed Case 5 Task Summary 5.1 Tasks 5.1.1 Searching for a Task 5.1.2 Escalating a Task 5.2 Account 5.2.1 Searching for Account Specific Tasks 5.2.2 Reassigning Account Specific Tasks 5.3 Specialized Cases 5.3.1 Searching for Specialized Cases Specific Tasks 5.3.2 Reassigning Specialized Cases Specific Tasks 5.4 Call Summary 5.5 Escalated Tasks 5.5.1 Searching for an Escalated Tasks 5.5.2 Reviewing a Task 6 Agent Task List 7 Approvals 7.1 Pending Transactions 7.1.1 Approving the transaction 7.1.2 Rejecting the transaction 7.2 Acquired Transactions 7.2.1 Approving the transaction 7.2.2 Rejecting the transaction 7.3 Completed Transactions Index