To override suggested actions for rent arrears accounts

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The procedure to override 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 the first row where the suggested action will be overridden.
  5. Click on Override Action 3. The Override Action window is displayed, revealing the currently suggested action for the account.
  6. Using the Change to action drop-down field, select an alternative action for the account 4.
  7. Using the Change reason drop-down field, select a parameter value to qualify the circumstance of the overriding action.
  8. Use the Change comment field to add any contextual data that is relevant to the overriding action.
  9. Click on Confirm. The overriding action appears as a 'confirmed' entry on the account history and any communications associated with the action are automatically generated; the action is removed from the Process Suggested Action summary table.
  10. Repeat steps 4 through 9 to override suggested arrears actions for further accounts.


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 A suggested action can be overridden only where the associated rent arrears policy has been configured with that attribute.

4 Only those alternative actions that are linked to the applied rent arrears policy will be available for selection.


See related topics...

Rent arrears management overview

To generate suggested account actions using an arrears policy

To confirm suggested actions for rent arrears accounts

To review the action status of rent arrears accounts

To assign a conditional action to a rent arrears policy

To define the user profile