The procedure to define the rent arrears policy activation schedule is as follows:
- Prerequisite procedural steps are covered separately in the topic To create a new scheduling timetable. Refer to these before proceeding to step 2.
- Click on Tasks. The Tasks tab is activated.
- Click on New Task. The Schedule Task window is displayed.
- Using the Module drop-down field, select the Rents module from which the schedule task will be generated.
- Using the Task drop-down field, select the specific Arrears Policy task to be added to the schedule.
- Enter a Description of the schedule task into the field provided.
- Using the Order field provided, enter a numeric value to control the sequence in which the task is processed. The Up and Down arrows are available to increment or decrement the value, as required
1.
- Where subsequent tasks are Dependent upon the successful outcome, activate the tick box provided.
- Using the PolicyID drop-down field, multi-select all arrears policies for which this schedule task is relevant, or choose the All option, as required
1
- Where the activation of the schedule task on an arrears account can Override Existing Suggested Actions, activate the tick box provided.
- Click on Confirm. The new arrears policy task is displayed in the Tasks summary table.
- Repeat steps 3 through 11 to add further tasks appropriate for the arrears policy schedule.
- Click on Save 2.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as required; the All tick box will be automatically removed once an item is de-selected.
Note
1 System validation rules ensure that the assigned execution Order value is unique across all tasks included in the schedule.
2 To amend the attributes of a task, double-click on the matching row in the Tasks summary table and repeat steps 6 through 11.
See related topics...
Scheduled events management overview
To create a new scheduling timetable
