Defining the Collection Officer User Profile

Related Topics

The User Profile - Preferences tab includes options for review note activity and to select the default value for collection note level. To access the User Profile dialog box....

  • Click Tools, then click Profiles, then click User Profile.
  • Under Administration on the Portico Explorer Bar, click Security. On the Security top menu bar, click User Maintenance, then click Users. On the Users - List window, select the user and click the profile icon button.

The User Profile dialog box appears with the Preferences tab on top.

User Profile - Preferences

The following fields support Collections:
Field Description
Collections: Allow Activity/Notes Review

In the Collections group box, select the Allow Activity/Notes Review check box to alert collection officers if a note has not been added within a specified number of days. Enter the number of days up to 999 in the Grace Period field. The number of days specified in the Grace Period field is a ‘less than or equal to’ value. For example, if the Grace Period field is 30 and the last note was entered on July 1, the red X will appear on the Tickler File tab on July 31 if the activity listed below occurs and a note is not added.

If the Review Activity/Notes check box is selected on the Tickler File tab and the Grace Period field is 000 or if a note has not been added within the days specified and any of the following activity occurs on the Collection Detail tabs, a red X will appear next to the account on the Tickler File tab:

  • A comment is added in the Officer Comments field, but a note was not added.
  • The date was changed in the Officer Tickler Date field, but a note was not added.
  • The Rank field was changed, but a note was not added.
  • A promise was added, but a note was not added.

If you don’t select the Allow Activity/Notes Review check box on the User Profile – Preferences tab, the Review Activity/Notes check box will not display on the Tickler File tab and the indicators (red X or green checkmark) will only appear on the day the activity occurs and only on the share or loan in which a note was added.
Collections: Notes Default Indicate whether the Collection Detail – Notes tab will appear with the Account-Level Notes option selected or the Member-Level Notes option selected. The default option selected at the user level will override the option defined at the credit union level.