Use this procedure to view strategies for a customer, account, bill to location, or delinquency.

   Steps:

1. Using the Collections Agent responsibility, in the View list, select the object for which you want to view strategies: Customer, Account, Bill To, or Delinquency.

2. Select the Strategy tab.

   The list of strategies for the selected object appears.

3. Select a strategy.

   The work items for the selected strategy appear.

4. If you want to view a related checklist, then click Checklist.

   The Checklist Details window lists items on the checklist with dates and whether or not items are completed.

5. If you want to see details for a work item, then select the work item and click Details.

   The Work Item Details window displays the detail information.

6. Optionally, you can edit the status, dates, and assignee fields in Work Item Detail.

7. To complete a work item, click Complete Work. This initiates a workflow notification process and updates the work item status in Collector's Work Queue.