Select Review Operator

When you process accounts for eBureau, the module schedules a Review contact for each account to store a summary of the results returned by eBureau. You may choose which ID these contacts are assigned to so that they appear in the WIP List of either the collector on the account or a specified Operator ID, such as a clerical operator who may be tasked with reviewing results and migrating inventory to different desks on the basis of returned results.

Selecting "Account operator" will direct the post-process Review contact to the collector on the account.

Selecting "Specific operator" will direct the post-process Review contact to the Operator ID of your choosing for the entire batch.

Assign Review Contact To

Select your choice for who will review the accounts. Options are the Operator ID that currently is assigned the account or you may choose a single Operator ID from the list of all operators in your system.

Account Operator

Click the radio button beside this option if you wish the current Operator ID which is assigned the account to receive the Review contact in their WIP containing the flag that there was return from eBureau.

Specific Operator

Click the radio button beside this option if you wish to assign a specific Operator ID to receive receive the Review contact in their WIP containing the flag that there was return from eBureau.

Choosing this option will assign 1 Review contact for each account eBureau returned data on. Be aware that with large volume batches, this can create a WIP bottleneck for 1 person.

Operator

Use this pick-list to select the specific operator for all Review contacts scheduled from eBureau results for this batch of accounts. All the reviews will show up in this operator's WIP List.

This pick list is visible only when you have selected "Specific operator" as your choice for the assignment of eBureau Review contacts.

Be aware that with large volume batches, this can create a WIP bottleneck for 1 person.

Back

Select this to return to the previous screen. You can then alter your settings or choose to close the batch processing procedure without running a batch.

Next

Select this to proceed with the batch process. You will advance to the Submit to eBureau window where you may click Start to initiate the batch.

See Also

- How to Submit Accounts to eBureau
- Batch Processing Topics