To confirm suggested actions for rent arrears accounts

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The procedure to confirm suggested actions for rent arrears accounts 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 Process Actions (if not already selected). The Process Actions tab is activated, revealing a list of all arrears actions that are awaiting processing in the Process Suggested Action summary table 2.
  4. Activate the Select tick box against each row to be included in the arrears action subset.
  5. Click on Confirm Action. The Confirm Action window is displayed, revealing only those arrears accounts in the chosen subset and the corresponding suggested action for each record.
  6. Use the Notes field to add any contextual data that is relevant to the applied actions 3.
  7. Where applicable, complete all additional fields associated with the suggested 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.
  8. Click on Confirm. Each processed action appears as a 'confirmed' entry on the corresponding account history and any communications associated with the action are automatically generated; all actions in the subset are removed from the Process Suggested Action summary table.
  9. Repeat steps 4 through 8 to confirm suggested arrears actions for further accounts, as required.


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.

3 The contextual notes entered will be applied to all confirmed arrears actions in the chosen subset; hence it is important to only group together accounts where the circumstances surrounding the suggested actions are comparable.


See related topics...

Rent arrears management overview

To generate suggested account actions using an arrears policy

To override suggested actions for rent arrears accounts

To reject suggested actions for rent arrears accounts

To review the action status of rent arrears actions

To define the user profile