Work List Examples

Work Lists are a powerful tool to steer your collection efforts, but until you have created a few, they can be a little confusing. In this section, we will create several Work Lists for specific purposes and get you familiar with the process and the logic involved. For this section, we will assume that you are not the Administrator.

Jump directly to Example 1, Example 2, Example3

Before you start:

If you want to get an overview of Work Lists, go here.
If you want specific instructions on setting up a Work List, go here.


Example 1: We will start with a simple example. This Work List will contain debtors that have a balance greater than 1000 and account type is court.

  1. Click on the menu bar to Work Lists > Create a Work List

2. Enter a name and description like the ones below:

3. Select the Collector Bin you wish to pull the Debtors from. Your Administrator may have set up several colletor bins to divide debtors among staff. As a User you should see only the Collector Bin you have access to choose from.

4. Set up the first rule that we will need. To do this as shown below, click on the first open box below 'Attribute'. Use the dropdown box to find ‘Account Balance’. Then click on the first open box below 'Comparison' and choose 'greater than or equal to'. Then click on the first open box below 'Value' and type in '1000'.

5. We will need to enter another rule to select Account Type as only Court. To do this as shown below, click on the first open box below 'Attribute'. Use the dropdown box to find ‘Account Type’. Then click on the first open box below 'Comparison' and choose ‘equal’. Then click on the first open box below 'Value' and type in 'Court'.

6. Click Create Work List. The Work List will build immediately and you can select it in the Work Lists tab in the Main Screen. (It may take some time to actually build the list, depending on the size of your organization)




Example 2: In this example, we will further refine the list we created in Example 1. **Only an Administrator can edit or delete an existing Work List** For this reason, you will have to do the steps in example 1 in order to get to the start of this example.

In this example, we will restrict our alphabetical list to only debtors in a certain geographical area. There are several attributes that we can choose from to accomplish this. City, Zip Code, State and Area Code are some of these. Let’s restrict our list to debtors in the state of Washington.

1. From where we left off in the last example, we will click on the first open box below 'Attribute'. Use the dropdown box to find 'State'. Then click on the first open box below 'Comparison' and choose 'equals'. Then click on the first open box below 'Value' and type in ‘WA’. This rule requires debtors in the Work List to live in the state of Washington. **if you have misspelled Los Angeles or if the debtors city was misspelled during debtor entry, they will not show up in this Work List. This includes capitalization. Spelling is important**

Click Create Work List. The Work List will build immediately and you can select it in the Work Lists tab in the Main Screen. (It may take some time to actually build the list, depending on the size of your organization)




Example 3:

In this example, we will create a new Work List that contains debtors that have not been worked for a while and who also have large balances.

1. Click on Work Lists < Create a Work List

2. Enter a name and description like the ones below:

3. Set up the rules that we will need. To do this as shown below, click on the first open box below 'Attribute'. Use the dropdown box to find 'Last Action Date'. Then click on the first open box below 'Comparison' and choose 'greater than or equal'. Then click on the first open box below 'Value' and type in '-60'. '-60 stands for today’s date-60 days.

Click on the next open box below 'Attribute'. Use the dropdown box to find 'Debtor Balance'. Then click on the next open box below 'Comparison' and choose 'greater than'. Then click on the next open box below 'Value' and type in '10000'. These rules require debtors on this list to have not been worked for at least 60 days and have a balance of $10000 or greater.

4. Click Create Work List. The Work List will build immediately and you can select it in the Work Lists tab in the Main Screen. (It may take some time to actually build the list, depending on the size of your organization)

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