9.2 Working Collection Items

Purpose: Use this document as a reference for how to work and update student collection items in ctcLink.

Audience: Student Financials staff

Collection Efforts

Navigation:  Student Financials > Collections > Collection Effort > Begin Customer Collection

  1. Enter the Business Unit and select Search.
  2. Enter the ID and Reason In.
  3. Select Search.  (When Prompted to create a new collections record, do so if needed. )

Use the Demographic Information page to view demographic information and collection items for a student.

  1. The Demographic Information tab displays.
  2. Enter student ID and the Reason In.
  3. When Prompted to create a new collections record, do so if needed.
Collection Effort PeopleSoft page image
  1. If a student’s record does not have a collection letter template associated with it, the Dunning Letter Info link appears.  
    1. Select the link to access the Collections Dunning Letter page to select a template.  
    2. From this link you can add a Template Assign Date that is automatically added to those ID’s added in batch. Since you have assigned this person manually, you will need to manually add this date if you want the individual to get picked up in the Population selection for past due letters.
Dunning Letter PeopleSoft page image
  1. Select the Get Credit History link to access the Credit History page.
  2. Select the Collection Information tab.
Demographic Information tab
Credit History page
  1. The Collection Information tab displays.  Use it to record collection steps and follow-up actions for a collection items.
  2. Select the Add a New Row [+] icon to add additional collection activity. Notice the rows are timestamped with when they were created.
  3. Enter the Follow Up Action reason.
  4. Enter the User ID of the collector who worked this item.
  5. Enter the Next Review Date as needed.  This is an optional field.
  6. Enter any Comments.
  7. Select Save.
Collection Information tab
  1. Section complete.
Updating Customer Collection

Navigation:  Student Financials > Collections > Collection Effort > Update Customer Collection

  1. The Customer Collection Update search page displays.
  2. Enter Business Unit.
  3. Enter additional Search Criteria to identify your student.
  4. Select Search.
Customer Collection Update search page

The Updating Collections page is the same page as the Begin Customer Collections page.  The only difference is the Demographic Information tab is view only and Reason In is not available for entry .

  1. The Demographic Information tab displays
  2. Select the Collection Information tab.
Demographic Information tab
  1. The Collection Information tab displays.  Use it to add or update any additional notes related to the student's account.
  2. Select Save.

 

Collection Information tab
  1. Section complete.
Viewing Customer Collection Data

Navigation:  Navigator > Student Financials > Collections > Collection Effort > View Customer Collection Data

  1. The Customer Collection Summary search page displays.
  2. Enter Business Unit.
  3. Enter additional Search Criteria to identify your student.
  4. Select Search.
Customer Collection Summary search page
  1. The Customer Collection Summary page displays.  Use it to see how many collection items the student has and when those items will be next reviewed.
  2. Select Collection ID to view the collection information detail.

View collection activity for a student by collector queue, enabling you to view what is currently in a collector's queue.

Customer Collection Summary page
  1. The Demographic Information tab displays.
Demographic Information tab
  1. Process complete.

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