Work By List

Overview

The Work By list displays accounts organized by scheduled work dates. This feature helps collectors manage their daily workflow by showing which accounts need attention on specific dates.

Click to enlarge - Work By filter options for organizing accounts

Purpose

The Work By feature:

• Organizes accounts by scheduled dates
• Ensures timely follow-up
• Manages callback commitments
• Prioritizes daily activities

Accessing Work By

Navigation

• Click the Work By tab in the top navigation
• Opens filter modal automatically
• Select date range or criteria
• View filtered results

Filter Options

The Work By modal provides multiple filter options:

• Status - Filter by account status
• Current Balance - Balance ranges
• Client - Specific clients
• Portfolio - Portfolio selection
• Credit Score - Score ranges
• State - Geographic filtering
• Time Zone - Time zone grouping
• Last Worked - Activity dates

Understanding Work Dates

What is a Work Date?

A work date indicates when an account should next be contacted or reviewed. Work dates are set:

• During previous contact
• For callback appointments
• By system rules
• Through bulk updates

Work Date Display

Accounts with work dates show:

• Scheduled date prominently
• Days until due
• Overdue indicators
• Priority markers

Using the Work By List

Daily Workflow

1. Open Work By list each morning
2. Filter for today's date
3. Review scheduled accounts
4. Work in priority order
5. Update work dates after contact

Calendar Integration

Click to enlarge - Calendar showing accounts with work dates

The calendar view shows:

• Accounts scheduled by day
• Visual date selection
• Quick navigation between dates
• Account counts per day

Setting Work Dates

Individual Accounts

Click to enlarge - Setting a work date for follow-up

To set a work date:

1. Open the account
2. Click Work Date button
3. Select date from calendar
4. Save the date

Bulk Updates

Set work dates for multiple accounts:

1. Select accounts from list
2. Choose bulk action
3. Set common work date
4. Apply to all selected

Work Date Strategies

Common Scenarios

• Payment promises - Set for promise date
• Callbacks - Schedule for agreed time
• Follow-ups - Regular review intervals
• Skip results - When new info expected

Best Practices

• Set realistic work dates
• Honor callback commitments
• Review overdue work dates
• Update after each contact

Managing Work Dates

Overdue Accounts

Accounts past work date:

• Show in red or highlighted
• Sort to top of list
• Require immediate attention
• Track aging

Clearing Work Dates

Work dates cleared when:

• Account paid in full
• Status changed to closed
• Manually removed
• New activity overrides

Filtering and Sorting

Date Ranges

Filter work dates by:

• Today only
• This week
• Date range
• Overdue only

Additional Filters

Combine work dates with:

• Balance ranges
• Account age
• Last payment date
• Collector assignment

Performance Tracking

Metrics

Monitor work date effectiveness:

• Accounts worked on time
• Overdue percentage
• Callback success rate
• Promise kept rate

Reporting

Track work date patterns:

• Average days between contacts
• Optimal callback timing
• Work date compliance
• Team performance

Advanced Features

Recurring Work Dates

Some accounts may have:

• Weekly review cycles
• Monthly payment dates
• Quarterly check-ins
• Annual reviews

Smart Scheduling

System may suggest work dates based on:

• Payment history
• Contact patterns
• Best times to reach
• Account behavior

Team Coordination

Shared Work Dates

When multiple collectors work accounts:

• Work dates visible to all
• Prevent duplicate efforts
• Coordinate callbacks
• Share account notes

Supervisor Views

Managers can see:

• Team work date summary
• Overdue account counts
• Compliance metrics
• Workload distribution

Common Uses

Payment Plans

• Set for next payment date
• Review if payment missed
• Adjust schedule as needed
• Track payment compliance

Promise to Pay

• Schedule for promise date
• Allow processing time
• Follow up if not received
• Document attempts

Information Pending

• Waiting for documents
• Skip trace in progress
• Legal review pending
• Customer callback

Troubleshooting

Work dates not showing:

• Check filter settings
• Verify dates were saved
• Refresh the list
• Clear filters and retry

Can't set work date:

• Check account status
• Verify permissions
• Ensure account open
• Try different date

Overdue accounts missing:

• Review date filters
• Check status filters
• Include all portfolios
• Verify assignments

Tips for Success

Daily Management

• Start with overdue accounts
• Work today's dates next
• Plan tomorrow's callbacks
• Update dates immediately

Efficiency Tips

• Use calendar view
• Batch similar accounts
• Set standard intervals
• Track success patterns

Quality Focus

• Keep accurate dates
• Honor time commitments
• Document all changes
• Review effectiveness

Related Topics

• Calendar - Visual scheduling tool
• Call Backs - Callback management
• Hot List - Priority accounts
• Notes and Alerts - Documentation practices