Select Review Operator

When you process accounts for eBureau, Collect! schedules a Review contact for each account to store a summary of the results returned by eBureau. These contacts are assigned to a WIP List so you or your operators can view the eBureau results for each account.

Use this form to set your choice for assigning the eBureau review.

Select "Account operator" to let the operators who are already assigned to the debtors review each account after the accounts are updated through the eBureau batch process that you are running. When the account operator loads their WIP List, they will see a review contact for each account processed in this batch.

Select "Specific operator" to assign a specific operator to review the results for each account processed by this eBureau batch. When the operator you select loads their WIP List, they will see a review contact for each account processed in this batch.

Assign Review Contact To

Select your choice for who will review the accounts. You can let Collect! assign the Review to whomever owns each account or you can select a particular operator from the list of all operators in your system.

Account Operator

Select this choice with a dot in the radio button if you want Collect! to schedule the eBureau Review contact to whatever operator owns each account. The reviews will show up in the account operator's WIP List.

Specific Operator

Select this choice with a dot in the radio button if you would like to select a particular operator to review the eBureau results for each account. When you select this choice, a pick list will appear so that you can choose the specific operator from the list of all operators in your system.

Operator

Use this pick list to select the specific operator for all Review contacts scheduled from eBureau results for this batch of accounts. All the reviews will show up in this operator's WIP List.

This pick list is visible only when you have selected "Specific operator" as your choice for the assignment of eBureau Review contacts.

Back

Select this to return to the previous form. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Next

Select this to proceed with the batch process. You will advance to the Submit to eBureau form.

See Also

- How to Submit Accounts to eBureau
- Batch Processing Topics