This stores document or image in OnBase
What is a document type?
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LGL - Levy Correspondence
LGL - Levy Release/Modification
LGL - Levy & Garnishment
LGL - Employee Levy & Garnishment
This stores an Index Value in OnBase
What is a Keyword Type?
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SSN or Member Number
This Ad Hoc Task allows to ask for Legal Advice.
What is Send to Legal?
This custom retrieval option pre-defines document types and allows to search by specific keyword types
What is Custom Query?
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Levies and Garnishments Custom Query
Name one of the new document types that supports the Levy Process.
What is
LGL - Levy & Garnishment (create)
LGL - Employee Levy & Garnishment (create)
LGL - Levy Correspondence
LGL - Levy Release/Modification
This Ad Hoc Task allows to remove Levy from workflow.
What is Levy Request Completed?
This feature allows to expand Member Information based on the SSN value
What is the Autofill?
Name one of the keywords that are now required during document indexing
What is Levy ID or Levy Issue Date
This is an important function of the Send to HR Review Ad Hoc Task
What is changing the document type to LGL - Employee Levy & Garnishment?
This is an ability to see related Correspondence or Release/Modification documents from a Levy Request
What is a cross-reference?
One of these document types are no longer available for ingestion or manual import.
What is
LGL - Levies or LGL - Levies/Subpoenas/Garnishments?
Name the queue where the Levy goes once hold expires.
What is Post-Hold queue?
This is an ability to change existing index values
Name a process where the Indexed Levy documents are added
What is Levy Workflow?
Name the main difference between Levy and Employee Levy document types?
What is security?