Contact Plan Access Rights

Contact Plan Access Rights allow you to restrict access to a contact plan to certain User Levels by entering range values. User Levels within each range are granted access to the given plan. When you set these rights, only user levels with access to the plan will be able to view the contact plan or run it. The plan will be invisible and inaccessible to user levels with no access. Press F1 for details.

To use this option, you must switch ON "Cache contact plans" in the WIP Options form. Please refer to the section below entitled Cache Contact Plans.

Accessing Contact Plan Access Rights

There is only one way to access the Contact Plan Access Rights form. Open the contact plan that you want to set up with access rights, using one of the ways described in Contact Plan Basics.

When you are viewing the contact plan, select the SECURITY button. This will display the Contact Plan Access Rights form.

Contact Plan Access Rights

Contact Plan Security Levels

Collect! enables you to set up to 3 ranges of Users per Contact plan. A User level within any of the selected ranges will have access to the Contact Plan. Otherwise, they won't be able to run the plan.

When a user accesses the list of contact plans, all plans will be displayed. However, they will not be able to run plans if they do not have security clearance.

Range 1

Pressing F2 while on the From or To fields will display a pick list of User Levels that you can select from.

Range 2

Pressing F2 while on the From or To fields will display a pick list of User Levels that you can select from.

Range 3

Pressing F2 while on the From or To fields will display a pick list of User Levels that you can select from.

Help

Press this button for help on the Contact Plan Access Rights form and links to related topics.

Cancel

Select this button to ignore any changes you may have made and then return to the previous form.

OK

Selecting this button will save any changes you may have made and then returns you to the previous form.

Cache Contact Plans

Enable Cache Contacts Plans for all operators

1. Select System from the top menu bar and then select Preferences from the drop-down choices. This will display the System Setup menu.

2. Select Plans and Reference Tables to display the Plans, Tables and Defaults menu.

3. Select WIP Options to display the WIP Options form.

4. Put a check mark in the box labeled Cache contact plans.

5. Select the OK button to save your settings in the collect.cfg in Collect!'s program folder.

In addition, you may save these settings for the current operator at this time. Select "Save As Default" and then choose "Yes." An additional *.cfg file will be created for the operator. Collect! looks for a *.cfg file for the particular operator when it loads the WIP List. If it doesn't find one, it loads the settings found in the collect.cfg instead.

Enable Cache Contact Plans for a single operator

1. From the WIP List, select the RELOAD button. This will display the Reload Work In Progress List form.

2. Select the down arrow next to the field labeled Load contacts for operator to view the list of operators. Select the operator whose settings you want to customize.

3. Select the WIP OPTIONS button to display the WIP Options form.

4. Put a check mark in the box labeled Cache contact plans.

5. Select the SAVE AS DEFAULT button. Select YES when the prompt is displayed.

6. Select the OK button to close the WIP Options form and again to close the Reload Work In Progress List form.

These custom settings are saved in a *.cfg file for the operator you selected. When you load the operator's WIP List, Collect! will find the *.cfg file for this operator in Collect!'s program folder. If there is no *.cfg file for an operator, Collect! will load the settings from the collect.cfg instead.

Once you have saved the Operator Configuration for an operator, you can use the Copy Operator Configuration feature, to set the same settings for all operators in your system with the same User Level.

Schedule If User Level

You can also schedule events to trigger off the User Level of the Operator who owns the Debtor the plan is run on. Select os.ul from the Schedule If pick list and then for your criteria, put in the number of the User Level or range of numbers for User Levels.

Schedule If User Level does not depend on the level of the Operator who runs the plan. Rather, it evaluates the security level of the Operator whose ID is displayed on the Debtor form when the plan is run.