Oct 25-26
2 days |
Account Flow Manager
Boost your bottom line with Account Flow Manager. Automate the mundane tasks of desk movement, correspondence, account status, credit report requests and tickler updates.
Who Should Attend: System Administrators and Managers with six months to one year of experience using The Collector System, RPCS or ManageMed.
Course Outline:
- Create an unlimited number of data tests that produce action sets
- Learn how to time actions so they are based on account flow events
- Automate the account flow process for a fictional company
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Oct 25-26
2 days |
Recall
Learn to quickly and precisely pull information from The Collector System, ManageMed or RPCS without waiting for others to retrieve it. Ideal class for those needing custom information from these Columbia Ultimate systems.
Who Should Attend: System Administrators and Managers with six months to one year of experience using The Collector System, RPCS or ManageMed.
Course Outline:
- Create great looking custom reports
- Download custom reports to your PC
- Learn the file structure for The Collector System, ManageMed, or RPCS
- List, sort total, subtotal, summarize, average, format and save your report data
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Oct 25-26
2 days |
Advanced Recall: The Art of Creating and Editing Dictionary Items
Learn how to create your own custom dictionary items that manipulate and produce data the way you want it. Expand your Recall and reporting skills and automate your recall statements.
Who Should Attend: System Administrators and end users of The Collector System, ManageMed or RPCS who have completed Beginning Recall, have at least 3 months of experience with Recall statements, and have received prior approval from the instructor.
Course Outline:
- Create custom dictionary items
- Learn to manipulate custom report data to your specifications
- Customize formatting dates, numbers, alphabetical text and more
- Troubleshoot records based on pattern matching
- Learn how to create A and F correlatives to expand the functionality of dictionary items that you create.
- Learn how to automate recall statements using Paragraphs.
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Oct 25
1 day |
jBase System Administrator for WINDOWS - Keep Your System Running Smoothly
Learn how to administer and optimize The Collector System or ManageMed on a jBASE Windows system. Topics include file resizing, configuring printers, troubleshooting spooler problems, database backups, and helpful system administration tips.
Who Should Attend:
System Administrators, Collection Managers, and others responsible for system administration in a jBase Windows environment.
Course Outline:
- Overview of jBASE for Windows and the jBASE Architecture
- Diagnose and fix jBASE problems
- Learn how to take preventative measures to keep your system running smoothly
- Learn how to work with the Windows printing environment and security
- Gain helpful tricks of the trade
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Oct 25
1 day |
UniVerse System Admistration for UNIX - Keep Your System Running Smoothly
Learn how to administer and optimize The Collector System or ManageMed on a UniVerse Windows system. Topics include file resizing, configuring printers, troubleshooting spooler problems, database backups, and helpful system administration tips.
Who Should Attend: System Administrators, Collection Managers, and others responsible for system administration in a UniVerse Unix environment.
Course Outline:
- Overview of UniVerse for Unix and the UniVerse architecture
- Diagnose and fix UniVerse problems
- Learn how to take preventative measures to keep your system running smoothly
- Learn how to with the Unix printing environment and security
- Gain helpful tricks of the trade
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Oct 25
1 day |
CU•CONVERSE Dialer
Improve your dialer campaign structure with CU•CONVERSE RT. We will cover how to strategically set up and design dialer campaigns taking advantage of exclusion tables, dialer result codes and advanced dialer solutions such as inbound call blending and transfer agents.
Who Should Attend: System Administrators and Managers with basic Dialer training.
Course Outline:
- Design campaign strategies to maximize collection efforts and campaign penetration
- Uses of dialer including transfer agents, pooled vs. ownership and auto messaging
- Uses of result codes to trigger actions and strategies—best practices and round table discussion of automation and standardization through result codes
- Dialer reports, how they can be used to increase dialer efficiency
- Best practices for auto messaging
- Call blending, and uses of a dialer—what these are and what works best for you
- Interactive messaging and coaching
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Oct 26 AM
1/2 day |
Complete EasyOut
Learn to create reusable custom reports to precisely pull information from The Collector System, ManageMed or RPCS without waiting for others to retrieve it. EasyOut is a "user interface" for creating Recall statements which gives you the added convenience of being able to store and re-run them any time.
Who Should Attend: System administrators, managers and end users of The Collector System, ManageMed and RPCS.
Course Outline:
- Create custom reports and lists with only minimal Recall skills
- Download Easy Out reports to your PC
- Learn how to sort, select, total, and subtotal Easy Out Reports
- Create custom headers
- Learn how to access other files through Easy Out
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Oct 26 PM
1/2 day |
Credit Report Set-up
This course looks at setting up credit reporting and generating monthly files for the credit bureaus in The Collector System. We will cover the step-by-step method for properly setting up credit reporting using the Metro 2 format and generating monthly files.
In addition, we will also discuss common misunderstandings of credit reporting in The Collector System and define the credit reporting settings.
Who Should Attend: System Administrators and Managers with six months to one year of experience using The Collector System.
Course Outline:
- Enabling credit reporting to existing credit bureaus in The Collector System
- Enabling credit reporting to a new credit bureau
- Copy parameters of an existing credit bureau
- Deleting credit bureaus
- Print/view a credit bureau's parameters
- Updating a credit bureau's parameters
- Reasons an account will/will not be selected to be placed on a credit bureau file
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Oct 26
1 day |
jBase System Administrator for UNIX - Keep Your System Running Smoothly
Learn how to administer and optimize The Collector System or ManageMed on a jBASE UNIX system. Topics include file resizing, configuring printers, troubleshooting spooler problems, database backups, and helpful system administration tips.
Who Should Attend: Administrators, Collection Managers, and others responsible for system administration in a jBase Unix environment.
Course Outline:
- Overview of jBASE for Unix and the jBASE architecture
- Diagnose and fix jBASE problems
- Learn how to take preventative measures to keep your system running smoothly
- Learn how to work with Unix printing environment and security
- Gain helpful tricks of the trade
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Oct 26
1 day |
UniVerse System Admistration for WINDOWS - Keep Your System Running Smoothly
Learn how to administer and optimize The Collector System or ManageMed on a UniVerse Windows system. Topics include file resizing, configuring printers, troubleshooting spooler problems, database backups, and helpful system administration tips.
Who Should Attend: Administrators, Collection Managers, and others responsible for system administration in a UniVerse Windows environment.
Course Outline:
- Overview of UniVerse for Windows and the UniVerse architecture
- Diagnose and fix UniVerse problems
- Learn how to take preventative measures to keep your system running smoothly
- Learn how to work with the Windows printing environment and security
- Gain helpful tricks of the trade
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Art of Success
