Collect! Credit and Collection Software™

  Page Table of Contents

Dashboard Status Codes

Clicking My Documents in the menu bar, just to the left of Logout will list all documents assigned to a particular user and allows the user to interact with the document, and mark it completed when done. Documents remain available for review even after they have been marked completed.


Edit Status

Operator ID

This is the ID of the operator who is signed in.

Top of page.

Operator Name

This is the name of the operator who is signed in.

Top of page.

File

This is the filename of the document.

Top of page.

Classification

This is the type of document.

Top of page.

Category

This is the category of the document.

Top of page.

Assigned Date

This is the date the document was assigned to the operator.

Top of page.

Last Opened

This is the date of the last time that the operator viewed the document.

Top of page.

Completed

This column indicates whether or not the operator has read and acknowledged the document.

Top of page.

Completed Date

This is the date that the operator acknowledged and agreed to the document.

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org