5.1 Tasks

This tab displays summary of all the tasks assigned to user. user can search for the tasks with specific search criteria and work on tasks that need to be completed on priority. For example, user can search for tasks that are about to expire and work on the same.

user can also navigate to the Case Summary page to view details of the case associated with the task.

Table 5-1 Field Description: Tasks

Field Name Description
Filter This section helps user to filter the task list based on specific search criteria.
Follow-up Date (Until) Indicates when is the follow-up date of task.
  • Today
  • Tomorrow
  • Next 3 Days
  • Next 7 Days
Task Type Indicates the task type.

Note: user can select multiple task types.

Expiration Date Indicates the start and end date of the period in which the expiry date of the task exists. This is the date when task will expire.
User Name Indicates user name of the collector or logged-in supervisor to whom the task is assigned.

Note: For supervisor role, this list displays user name of the supervisor, and user name of all collectors under the supervisor. user can select multiple user names.

For collector role, this field is not enabled and displays user name of the logged-in collector by default.
Flag Indicates flag of the tasks that user want to search.
The options are:
  • All
  • Green
  • Amber
  • Red
Segment Indicates the segment to which the account belongs for which the task is created.

Note: user can select multiple segments.

Task Status Indicates the applicable task statuses.

Note:user can select multiple task statuses.

Customer ID Indicates the customer ID associated with the account. Once user select the customer ID, customer name is displayed.
Account Number Indicates the account number for which the task is created.
Only Vendor Indicates flag to search for only vendor assigned tasks.
<Task List> This section displays the search results for tasks based on specified search parameters.
Export Indicates the export capability to export the table records in csv or pdf format.
Task Displays the task name.

Click the task name link to update details of the task. For task type as Call, see Table 5-2

Note: If ad hoc is displayed before a task name, it indicates that it is an ad hoc task.

Status Displays status of the task.
Account Number Displays the account number for which the task is created.

If user click information, Account Details section is displayed.

Customer Displays name of the primary customer associated with the account number.
Follow-up Date Displays the follow-up date and time of the task.
User Assigned Displays the user name of the collector to whom the task is assigned.
Actions Indicates the actions that can be performed.
The options are:
  • flag: Click to flag the task.
  • navigate to case summary: Click to navigate to Case Summary page. If user navigate to Case Summary page from here, account number associated with the corresponding task is in context.
user can also unflag a task using the delete option.
Account Details This section is displayed if user click information corresponding to an account number in the Account Number column.
Product Type Displays the product type.
Overdue Displays the overdue amount on the account.
DPD Displays the days past due on the account.
Segment Displays the segment to which the account belongs.

Table 5-2 Field Description: <Call Details>

Field Name Descriptipn
Account Number Displays the account number.
Collection Status Displays the collection status of the account.
Days Past Due Displays the days past due of the account.
Overdue Amount Displays the overdue amount on the account.
Next Promise Date Displays the next promise date on the account.
Customer Name Displays the name of the primary customer associated with the account number.
Segment Displays all the segments to which the account belongs.
Due Date Displays the due date of the account.
Outstanding Amount Displays the outstanding amount on the account.
Product Type Displays the product type of the account.
Action Results This tab displays details to capture action result on the account.
Action Indicates the action related to the task. The list displays all actions that are mapped with the strategy in segment.
Result Indicates the result for the selected action. The list displays all the results configured for the selected action.
New Collection Status Displays the new collection status that is applied on the account based on the selected action and result combination. It also displays the existing collection status that is closed on the account, if applicable.
Apply new status to all accounts Toggle to indicate whether the new collection status should be applied on all the accounts linked to the case.
Existing Collection Status Indicates the existing collection status.

Note: The list displays all the existing collection statuses applied on the account till date. If user select the action associated with any of the existing collection status, user need to select the existing collection status itself. Otherwise, select the None option.

Task Status Indicates the next status of the task.

Note: The list displays all the statuses to which the task can move from the current status. If the current status of the task is Escalated, user can move the task to any status maintained in the work flow of task.

Follow-up Date Indicates the next follow-up date and time of the task.

Note: The date should be later than or equal to the business date.

Apply date to all initiated tasks Toggle to indicate whether the follow-up date and time should be applied to all the initiated tasks within the same strategy.
Notes Indicates notes related to the task.
Capture Promise This tab displays details to capture quick promise the account.
Promise Type Indicates the promise type.

Note:The list displays only those promise types, which are:

  • not associated with any segments.
  • associated with the same segments to which the selected task is also associated.
Amount Indicates the amount that the customer has promised to pay. By default, overdue amount is displayed.
Date Indicates the date on which customer has promised to pay the amount.

Note: User cannot select a date prior to the business date. By default, business date is displayed.

View Notes This tab displays details of the notes captured on the account.
Date Displays the date and time at which the note was created.
Captured By Displays the user name of the collector who created the note.
Status Displays the status of the note. The possible values are:
  • Public
  • Private
Type Displays the type of note.
Description Displays the description of the note.
Result History This tab displays the history of action results captured for the selected task.
Date Displays the date on which the call action details were captured.
Action Displays the action performed on the task.
Result Displays the result of the action performed on the task.
New Collection Status Displays the new collection status of the task.
Existing Collection Status Displays the existing collection status of the account.
Task Status Displays the task status.
Follow Up Date Displays the follow-up date and time of the task.

This topic contains the following sub-topics:

Parent topic: Task Summary