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Use this task to update Action or Action Series details.
Step-By-Step Guide
Actions
Step | Instructions | Additional Information | ||||
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1 | From the Collections Admin / Actions & Action Series tab, select the Action to be updated and click Update (or press Alt + U). The Action & Action Series: [name] page opens. | |||||
2 | (Optional) Enter a updated name for the Action in the Action Name field. | |||||
3 | (Optional) Open the Collection Letter drop down list and select the letter associated with this action. |
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4 | (Optional) Select the Inactive checkbox to mark the action as inactive. |
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5 | Select/deselect the practice(s) that should be allowed to use the Action. |
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6 | Click Apply. | |||||
7 | Click Save to save and close the page. |
Action Series
Step | Instructions | Additional Information |
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1 | From the Collections Admin / Actions & Action Series tab, select the Action Series to be updated and click Update (or press Alt + U). The Action & Action Series: [name] page opens. | |
2 | (Optional) Enter a updated name for the Action Series in the Action Name field. | |
3 | (Optional) Select the Inactive checkbox to mark the action series as inactive. | Inactive Actions/Action Series are still included in the Connect system, but will not be available for action creation until returned to Active status. |
4 | Select/deselect the practice(s) that should be allowed to use the Action Series. | The action will only be available for collections activities for the selected practices. Click Select All to associate all practices with the action. As a result, the action will be accessible and can be used by any practice. |
5 | To add an action to the action series:
Repeat the above steps to add all relevant Actions to the Action Series. | Only actions that were created and associated to the practice are displayed in the drop down list. If the action has a name in () at the end of it, the information in the () is the collection letter attached to the action. Selecting an item with a collection letter will auto-populate the Letter field with the Collection Letter Name. |
6 | To update an action in the action series:
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7 | To remove an action from the action series:
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8 | (Optional) Open the Final Action and select the final action of the series. |
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9 | Click Apply. | |
10 | Click Save to save and close the page. |
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Creating Denial Assignment Rules Updating Denial Assignment Rules |
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Not applicable for this topic |
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