9.2 Collections Checklist

Purpose: Use this document as a reference for the collections process within Student Financials in ctcLink.

Audience: Student Financials staff

Collections Checklist

Navigation:  <see below>

Use the checklist below to confirm all steps have been completed.

Steps Navigation Occurrence
Payment Reminder
As Required
Enrollment Cancellation
As Required
Drop Reminder
As Required
Place Service Indicators for Preventing Collection
As Required
Run Credit History NavBar > Navigator > Student Financials > Collections > Credit History > Process Credit History Monthly
Put in Collections (PS) / Assign Collectors NavBar > Navigator > Student Financials > Collections > Put Customers in Collection (Individual)
NavBar > Navigator > Student Financials > Collections > Process Collections (Group)
Monthly
Letter 1 (30 Days) NavBar > Navigator > Campus Community > Communications> Run 3C Engine
NavBar > Navigator > Campus Community> Communications> Communication Generation 
30 Days
Initiate Contact NavBar > Navigator > Student Financials > Collections > Collection Effort > Begin Customer Collection
NavBar > Navigator > Student Financials > Collections> Collection Effort> Update Customer Collection
As Required
Payment Plan/Collection Agreement (PS) NavBar > Navigator > Student Financials > Collections > Collection Agreement As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History NavBar > Navigator > Student Financials > Collections > Credit History > Process Credit History Monthly
Put in Collections (PS) / Assign Collectors NavBar > Navigator > Student Financials > Collections > Put Customers in Collection (Individual)
NavBar > Navigator > Student Financials > Collections > Process Collections (Group)
Monthly
Letter 2 (60 Days) NavBar > Navigator > Campus Community > Communications> Run 3C Engine
NavBar > Navigator > Campus Community> Communications> Communication Generation
60 Days
Payment Plan/Collection Agreement (PS) NavBar > Navigator > Student Financials > Collections > Collection Agreement As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History NavBar > Navigator > Student Financials > Collections > Credit History > Process Credit History Monthly
Put in Collections (PS) / Assign Collectors NavBar > Navigator > Student Financials > Collections > Put Customers in Collection (Individual)
NavBar > Navigator > Student Financials > Collections > Process Collections (Group)
Monthly
Letter 3 (90 Days) Final NavBar > Navigator > Campus Community > Communications> Run 3C Engine
NavBar > Navigator > Campus Community> Communications> Communication Generation
90 Days
Payment Plan/Collection Agreement (PS) NavBar > Navigator > Student Financials > Collections > Collection Agreement As Required
Payment (Partial or Full)
As Required
Release Hold (Full Payment)
As Required
Run Credit History (120 Days includes no online payment SI) NavBar > Navigator > Student Financials > Collections > Credit History > Process Credit History 120 Days
File to External Agency Query (Those with B06 Indicators) 120 Days
Payment (External Agency)
As Required
WriteOffs* NavBar > Navigator > Student Financials > Collections > Write Offs > Post Student Write-off Set by College
Reverse (If Payment Received) NavBar > Navigator > Student Financials > Collections > Write Offs > Reverse Student Write-off As Required
Payment (Partial or Full)
As Required
WriteOffs* NavBar > Navigator > Student Financials > Collections > Write Offs > Post Student Write-off As Required
* Business Process set by the college to determine timing for Write-offs



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