1. Lease Collection Setup Guide
  2. Administration User
  3. Users
  4. Replacement users

3.4.1 Replacement users

By completing the Replacement User and Dt fields on the Users screen, you can replace an existing user with a new user. The system assigns all responsibilities of the original user to the new user as of the date of the replacement.

The Replacement User and Dt fields allow you to designate a replacement for the current user in the User ID field. When you complete the Replacement User and Dt fields, save your entry, and then enable the record, the system replaces the original user. The system changes the End Dt field to the date when the original user was replaced (the same date in the Dt field).

The system assigns the queues of the original user to only those replacement users who have the same user responsibilities (or Super User responsibility) as set in the system.

The system updates the following when replacing users:
  1. Assigns all applications in the replaced user’s underwriting queue with the status NEW to the replacement user’s queue.
  2. Assigns all applications in the replaced user’s funding queue with a status other than FUNDED to the replacement user’s queue. The system currently stores the collector name in the back end tables, which are updated with the replacement users ID in the case of the replacement of any user.
  3. Also updates the Producer Management screen with the replacement user in the Underwriter and Collector fields. The system assigns all applications routed to the original user to the replacement user. This also includes any future applications for the replaced user.
  4. The system automatically updates the Collector ID field in all accounts to the replacement user and routes all accounts assigned to the original user to the replacement user.

    Note:

    The system will not update the replacement user ID for accounts that are closed.
  5. On the queue setup of Customer Service screen’s Responsibilities sub screen, the record for the original user will be disabled and a new record will be created for the replacement user. If the replacement user already exists in the setup, The system will not create a new record. It updates the user ID and routes all accounts that were assigned to the original user, based on the account condition, to the replacement user.

Parent topic: Users