Training Manual Main Index
This page links to topics related to setting up and using
Collect!.
The topics are divided according to the most usual delegation
of tasks to agency personnel. If your operation functions
differently, the topics are described with intent/purpose
and you may direct different departments of your office as
needed to the subjects of interest.
Section A - System Administrators
This section contains topics that cover the overall setup of
Collect! and customization for your particular needs. It is
recommended that this setup is performed or supervised
by the person you have designated as primary liaison between
your office and Collect! Technical Services.
View: Training Manual - Section A - System Administrators
Section B - Office Managers
This section contains topics that cover day-to-day Operations
Management. If you do not have an Operations Manager,
then this section is recommended reading to your designated
System Administrator(s). There is also important content for
Accounting Managers/Comptrollers, Data Entry Personnel and
Collections Management personnel.
View: Training Manual - Section B - Office Managers
Section C - Collectors / Operators
This handbook is reference material for your collectors.
It does not deal with any setup matters. It explains the
basics of using the system strictly for their job function.
View: Training Manual - Section C - Collectors
Before giving your collectors the handbook, make sure
that you have already configured the system to
your company's specific needs, including assigning
all Access Rights privileges to the users. This
means all areas in Sections A and B above have
been looked after by your designated Systems
Admin staff. It is imperative that prior
to usage of Collect!, you have completely setup
all aspects to suit your company's preferences
FIRST.
See Also
- Quick User's Guide
- Topics Collections
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