Queues
Workflows
General System
Views/Reports
User Performance
100
This list determines the queue hierarchy. In other words, this list sets a precedence on queues in the event that an account matches the criteria for multiple queues.
What is the Collection Queue Refresh Order
100
These are the workflow configurations that allow management to configure a standardized list to track each time an account holder reports why they are delinquent.
What are Workflow Reason Codes
100
These are Akcelerant values, defined by a mapping to a unique code from your Core, that control access to screens and workflows on an account.
What are Account Types
100
This functionality allows you to dynamically define criteria at the time the report is run.
What is Prompting
100
This button allows the user to work through a queue in the order that has been pre-defined by management on the queue configuration page.
What is The Work Queue Button
200
This option allows the administrator to perform a manual queue update so that accounts will fall into new queues in the event that queue criteria or account level data is changed mid-day.
What is The Queue Refresh
200
This workflow step allows you to automatically update the value of a field in the Framework when the workflow is executed.
What is The Change Field Step
200
This is the option under System Management to configure new lookup values (drop down menus).
What are Field Configurations
200
When configuring a scheduled report, this tab allows the user to add e-mail addresses to receive a copy of the report in an e-mail at the time the report is generated.
What is the Subscribe Tab
200
These three performance measures are tracked through workflows in the Framework.
What are Calls, Contacts, and Promises
300
This tool allows you to determine why an account is being presented in a certain queue. In addition, you are able to troubleshoot and determine why an account is not falling into a desired queue.
What is The Queue Analyzer
300
When executing a batch workflow, this is the required field.
What is the Account Identifier
300
When configuring an area, this is the tab that will allow you to modify the look and feel of the Person Information Box, Related Accounts Grid, or the Account Info tab on an account.
What is the Workspace Tab
300
These are a workable, sortable list of accounts that meet a defined set of criteria.
What are Views
300
In a workflow, this step allows the user to document how they either made or attempted to make contact with the account holder. Choosing "Inbound Call", "Outbound Call", or "Other" in this step will give the user credit for making a call.
What is the Contact Method Step
400
When used in criteria, this functionality allows for an automatic evaluation of a date field so that the user will not need to manually update the criteria to new calendar dates each month.
What is Relative Date Functionality
400
Routing workflows to another individual, or group of individuals, uses this functionality.
What is Workflow Queuing
400
This option, found under the Help Menu, will display a listing of all Akcelerant system tasks that execute on a daily basis. From this area, you will be able to determine if any errors have been encountered prior to starting your work day.
What are Process Logs
400
This button is where you will find a copy of a report that has been scheduled to run.
What is the Show History Button
400
When configuring a user, this is the tab that will allow you to define a measurable set of target goals for performance tracking.
What is the Collection Settings tab
500
This "Get Next Option" determines that the queue will include all accounts that meet a certain criteria but ONLY present those accounts that need to be worked that day.
What is The Only Next Contact Accounts option
500
These are the only four standard workflow steps that can be automated and a result of this, used within Automated and Batch Workflows. NOTE: Excludes Connector/Core Specific Workflow Steps
What are the "Post Comment", "Send Letter", "Send E-mail", and "Change Field" steps
500
This is the setting under the Solution > Collection folder of System Management that controls when a promise will break based off of the due date of the promise.
What is the Promise Payment Delay
500
This type of report will allow you to report off of workflow level information, such as workflows that have been run, comments that have been posted, and workflow reason codes.
What is a Workflow/Comment Report
500
When a promise to pay breaks, this is the system configuration that can allow for an automatic update of the next contact date, effectively placing the broken promises at the top of your queue list to be worked first.
What is the Broken Promise Automated Workflow
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