DebtRecoup

Workflows Overview ​

Workflows in DebtRecoup are step-by-step processes for completing common tasks. This section provides detailed instructions for various system operations.

Available Workflows ​

Communication Workflows ​

  • Sending Emails - Email communication process
  • Making Calls - Call logging and documentation
  • Generating Letters - Letter creation and mailing

Payment Workflows ​

  • Processing Payments - Recording payments
  • Payment Plans - Setting up recurring payments
  • Refunds - Processing payment reversals

Account Management Workflows ​

  • Setting Work Dates - Scheduling account work
  • Adding Notes - Documenting account activity
  • Status Changes - Updating account status

Administrative Workflows ​

  • Account Assignment - Reassigning accounts
  • Bulk Updates - Multiple account changes
  • Report Generation - Creating reports

Understanding Workflows ​

Workflow Components ​

Each workflow consists of:

  • Prerequisites - What's needed before starting
  • Steps - Sequential actions to complete
  • Results - What happens when complete
  • Troubleshooting - Common issues and solutions

Many workflows use modal windows:

  • Click button to open modal
  • Fill in required fields
  • Submit to process
  • Modal closes on completion

Multi-Step Workflows ​

Some processes require multiple steps:

  • Each step builds on previous
  • Progress indicators show status
  • Can save and resume
  • Validation at each step

Common Workflow Elements ​

Required Fields ​

  • Marked with asterisks (*)
  • Must be completed to proceed
  • Validation messages if missing
  • Tab order includes all required fields

Optional Fields ​

  • Provide additional information
  • Can be skipped
  • May affect available options
  • Can be updated later

Field Validation ​

  • Real-time validation
  • Format requirements
  • Business rule checks
  • Clear error messages

Workflow Navigation ​

Starting a Workflow ​

  1. Click the appropriate button
  2. Modal or page opens
  3. Review any pre-filled data
  4. Begin entering information

Moving Through Steps ​

  • Tab between fields
  • Click Next for multi-step
  • Previous to go back
  • Cancel to exit

Completing Workflows ​

  • Review entered data
  • Click Submit/Save
  • Wait for confirmation
  • Note any reference numbers

Data Entry ​

Text Fields ​

  • Type directly
  • Copy/paste supported
  • Auto-formatting may apply
  • Character limits shown
  • Click to open options
  • Type to search
  • Select single option
  • Required selections marked

Date Fields ​

  • Click for calendar
  • Type in format shown
  • Use arrows to navigate
  • Today button available

Amount Fields ​

  • Enter numbers only
  • Decimal automatically placed
  • Thousand separators added
  • Currency symbol shown

Workflow States ​

Draft State ​

  • Partially completed
  • Can save progress
  • Resume later
  • Not submitted

Pending State ​

  • Submitted for processing
  • Awaiting system action
  • Cannot be edited
  • Can be cancelled

Complete State ​

  • Successfully processed
  • Results available
  • Can be referenced
  • May trigger other actions

Error State ​

  • Processing failed
  • Error message shown
  • Can retry
  • May need correction

Confirmation & Results ​

Success Messages ​

  • Appear after completion
  • Include reference numbers
  • Provide next steps
  • Can be dismissed

Error Messages ​

  • Explain what went wrong
  • Suggest corrections
  • Allow retry
  • Include error codes

Receipts & Confirmations ​

  • Generated automatically
  • Can be printed
  • Saved in system
  • Emailed if configured

Workflow Permissions ​

Role-Based Access ​

  • Available based on user role
  • Some workflows restricted
  • Approval may be required
  • Audit trail maintained

Conditional Availability ​

  • Based on account status
  • Time-based restrictions
  • Prerequisite workflows
  • System state

Automation Features ​

Auto-Population ​

  • Fields filled from account data
  • Previous values remembered
  • Smart defaults
  • Template selection

Triggered Actions ​

  • Workflows can trigger others
  • Automatic notifications
  • Status updates
  • Follow-up scheduling

Best Practices ​

Data Accuracy ​

  • Double-check entries
  • Verify amounts
  • Confirm selections
  • Review before submitting

Documentation ​

  • Complete all relevant fields
  • Add notes when helpful
  • Keep references
  • Document exceptions

Common Issues ​

Workflow Won't Start ​

  • Check permissions
  • Verify prerequisites
  • Check account status
  • Clear browser cache

Can't Complete Workflow ​

  • Check required fields
  • Verify data formats
  • Look for error messages
  • Check system status

Lost Progress ​

  • Check for auto-save
  • Look in drafts
  • Use browser back
  • Contact support

Workflow History ​

Viewing History ​

  • Check account log
  • Review completed workflows
  • See who performed
  • Track timestamps

Auditing ​

  • All workflows logged
  • Changes tracked
  • User identified
  • Reversals noted

DebtRecoup is a product of Global SaaS Group.

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