To add an action to a rent arrears account

<This topic is in draft form only - it has been constructed solely from the corresponding requirements documentation and supporting use cases>

The procedure to add an action to a rent arrears account is as follows:

1. Navigate to Home (), if not already active. The default Home tiles are displayed.
2. Click on Arrears Accounts 1. The Review Arrears Accounts window is displayed.
3. Click on No Actions. The No Actions tab is activated, revealing a list of accounts in the No Actions summary table where no specific action has been identified as a result of the 'generate suggested action' process 2.
4. Activate the Select tick box against the specific account on which an arrears action will be applied 3.
5. Click on New Action. The Add Action window is displayed.
6. Using the Action drop-down field, select an appropriate parameter value i.e. the suggested action to be linked to the account 4.
7. Enter the Action Date using the calendar icon (), or type in the value directly (format DD/MM/YY or DD/MM/YYYY) i.e. the date on which the action will be taken.
8. Complete all additional fields associated with the selected action (e.g. Notice, Court Application, Eviction, etc.). The displayed fields are specific to the Action type but will comprise Date, Date Time, Decimal, Lookup, Text and True or False (Boolean) fields.
9. Use the Notes field to add contextual information in support of the suggested action being linked to the account.
10. Click on Confirm. The assigned action appears as a 'suggested' entry in the Process Suggested Action summary table (Process Actions tab).
11. Repeat steps 4 through 10 to assign further actions to alternative accounts.
12. Click on Save.

Note

1 The default Home tiles are configured at user account level.

2 Only those accounts that have been assigned to the end user will be displayed i.e. those linked to the same functional unit. Where functional units have not been employed, all accounts will be displayed, irrespective of whether the individual balance is in arrears.

3 Only one account can be selected for the addition of an action; it cannot be assigned to a subset of accounts en bloc.

4 Only actions matching the arrears policy linked to the account will be available for selection.

See related topics...

Rent arrears management overview

To confirm suggested actions for rent arrears accounts

To generate suggested account actions using an arrears policy

To review the action status of rent arrears actions

To define the user profile