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2: Contact Date Override

2: Contact Date Override

Overview


Users can change the contact date if enabled. Adjusting this date will impact the regulatory deadlines so it's imperative to discuss when to use this function with learners. This function is optional, so review your configuration to know whether this is relevant to your portal. 

Walk through the Contact Date Override workflow. Use an open case that has not been recovered on to demo this process. See the non-fraud example below.

How-To


  1. Access the open quality claim example that was created

  2. Review the Responses node which will reflect the Review New Attachment task


  3. Click the Review New Attachment button

  4. Click the Claim was Mailed In link

  5. A pop-up window will appear and reflect the following note:
    Contact date needs to be updated to <3 business prior to today's date> to match the letter date.

  6. Click the Apply button

  7. Click the Process Actions button

  8. Click the Actions button


  9. Select Contact Date Override

  10. Using the calendar tool, select the date indicated in the Review New Attachment task 


  11. Click the Submit button

  12.  The process is complete


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