To generate suggested account actions using an arrears policy

Parent Previous Next

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


In addition to proposed rent arrears actions being analysed and applied to accounts as part of a pre-configured, scheduled event, the end user is also permitted to generate the same process manually, as an ad hoc procedure.


The procedure to generate suggested account actions using an arrears policy is as follows:

  1. Navigate to Quick Menu > Rents > Ad hoc > Generate Suggested Actions. The Generate Suggested Actions window is displayed.
  2. Using the Company drop-down field, select the company within which the rent account actions will be applied.
  3. Using the Policy Name drop-down field, select the desired policy to be applied to all rent accounts managed within the chosen company.
  4. Multi-select the required attributes to control the execution of the rent arrears actions by activating the tick boxes provided. An explanation of each available attribute is summarised in the table below.
  5. Click on Confirm. The actions contained within the arrears policy are applied to the matching subset of rent accounts and the outcome displayed in the Policy Summary window 1.


Note

1 The adhoc generation of suggested arrears actions can be applied at any time and does not compromise the corresponding scheduled event; this will be executed normally when the next time slot is reached.


Action Attribute

Description

Evaluate Accounts and Apply Policy

This option controls the execution of the rent arrears policy based on the current status of each account.

Override Existing Suggested Actions

This option controls the application of a new action to a rent account that differs from the previous one identified.

Check Repayment Arrangements

This option controls the inclusion of rent accounts where repayment arrangements are in place.

Prioritise Accounts

This option controls whether to include only those rent accounts that have been identified as a priority.


See related topics...

Rent arrears management overview