S65/66 Maintain MEP File – CALL LOG

 

Purposes:

 

This screen allows MIMS users to view all calls logged  and to add new calls to the file.

 

Prerequisites:

 

1.       MEP user must have applicable security authorization to view files.

            The following groups have access to this panel:

·         All MEP users

·         Legal Services Agents

 

Helpful Hints:

 

·         New calls may be logged on a file regardless of file status.

 

Navigation:

Maintain MEP File è Call Log

 

Procedure:

 

Add a New Call

1.       System displays the Add/View Call Log screen displaying the last 30 days of calls shown in create date order (descending).

2.       Select a call source from the drop menu.

3.       Select a direction (inbound or outbound).

4.       Click Save   

5.       The new call added will be displayed in the call log area.

View All Calls

6.       Click the check box next to Show All Calls

7.       Click the ‘Apply’ button.

8.       All calls logged for the file will be displayed.

 

 

Screen Label

Description/Instructions

MEP File Number

The file number selected on the previous panel appears.  If this is not the file you require, enter a specific MEP File Number and click the ‘Get’ button.

To view another file, enter a MEP File Number and click the GET button.  Then select the tab for the applicable information to be viewed or updated.

File Status

Displays File Status of either Active, Closed or Incomplete.

Primary Creditor

This is the creditor, who is named as the original creditor with MEP at the time of registration.  Displays formatted name with the party number in brackets

Debtor

The debtor is the party directed to make payments to a creditor by a court order or agreement.  Displays formatted name with the party number in brackets.

Alerts

“More Alerts” hyperlink can be selected to view currently active alerts.

Compliance Level

The Collection Progression defines the compliance level on every file from 0-7.  MIMS automatically assigns these, but it is possible to manually manipulate levels on Screen S84 Change Compliance.

Provisional File

These are uniquely numbered files created to track and manage transmission of Provisional Orders, which are granted in one Jurisdiction that must be confirmed in another Jurisdiction.


 

Call Log

Select the required source from the drop down box. See Glossary for description of choices.

Field is mandatory to save a new call.

Direction

Select from the drop down box if the call was inbound or outbound.  Field is mandatory to save a new call.

Click to save the new call.  The system will redisplay the call log screen with the new call added into the current call log.  The ‘Save’ button is disabled for Document Processing and Collection Support Agents.

Current Call Log

The default is set to display the calls logged in the last 30 days, in descending order of the date the call was created.  On redisplay the default filters to whatever the last filer was set to.

Show All Calls:

Select to show all calls, not just the call from the last 30 days.

Click the apply button and the system will display all calls logged for the file in descending order of the date created.  It removes the 30 day filter from the call display.

Direction

Displays if the call was inbound or outbound.

Source

Displays the origin of the call.

Created By

Displays the MIMS user that logged the call.

Create Date

Displays the date the call was logged.  This date is defaulted by the system date when the call was logged.

 

Possible Error Messages/System Warnings:

 

ID

Error Message Description

Action

244

You must select a source in order to add a new call.

Select a source from the drop down box.

245

You must select a direction in order to add a new call.

Select a inbound or outbound from the Direction drop down box.

 

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