DebtRecoup

Setting Work Dates ​

Set Work Date Modal
Click to enlarge - Work date calendar interface

Overview ​

The Work Date feature allows you to schedule when an account should be worked next. This helps organize your workflow and ensures accounts are reviewed at appropriate times.

Opening the Work Date Modal ​

  1. Click the Work Date button in the action toolbar
  2. The "Set Work Date for Account" modal opens
  3. A calendar interface displays

Using the Calendar ​

Calendar Navigation ​

  • Month/Year Header: Shows current month and year
  • Arrow Buttons: Navigate between months
  • Today: Current date is highlighted

Date Selection ​

  • Click any date to select it
  • Selected date appears highlighted
  • Cannot select past dates
  • Weekends and holidays may be restricted

Calendar Display ​

  • Week Days: Su, Mo, Tu, We, Th, Fr, Sa
  • Current Month: Dates in normal text
  • Other Months: Dates in lighter text
  • Today: Special highlighting

Setting a Work Date ​

Steps ​

  1. Open the Work Date modal
  2. Navigate to desired month if needed
  3. Click the specific date
  4. Click Save to confirm
  5. Or click Cancel to close without saving

Date Considerations ​

  • Choose dates based on:
    • Promise to pay dates
    • Follow-up requirements
    • Payment due dates
    • Review schedules

Work Date Behavior ​

What Happens ​

  • Account appears in your queue on selected date
  • Shows in "Work By" list
  • Reminder for account review
  • Does not prevent earlier access

Automatic Updates ​

  • Work date clears when account is worked
  • Can be reset multiple times
  • History tracked in account log
  • Previous dates retained for reference

Viewing Work Dates ​

In Account Display ​

  • Shows in account information
  • Displays as "Work Date: MM/DD/YYYY"
  • Blank if no date set
  • Updates immediately after setting

In Work Lists ​

  • Work By tab shows accounts by work date
  • Sorted by date order
  • Today's work dates appear first
  • Overdue dates highlighted

Managing Multiple Work Dates ​

Bulk Updates ​

  • Select multiple accounts
  • Set same work date
  • Applies to all selected
  • Confirmation required

Work Date Reports ​

  • View all scheduled work
  • Export work date lists
  • Plan daily activities
  • Balance workload

Common Uses ​

Payment Follow-up ​

  • Set for day after promise
  • Allow processing time
  • Check payment posted
  • Contact if not received

Document Deadlines ​

  • Waiting for paperwork
  • Set reasonable timeframe
  • Review when due
  • Follow up if missing

Review Cycles ​

  • Regular account reviews
  • Monthly check-ins
  • Status updates
  • Progress monitoring

Work Date vs Callback ​

Work Date ​

  • General account review
  • No specific time
  • Appears in work queue
  • Flexible timing

Callback ​

  • Specific appointment
  • Time-sensitive
  • Shows in callback list
  • More urgent priority

Clearing Work Dates ​

Manual Clearing ​

  • Open Work Date modal
  • Click current date again
  • Or use Clear button
  • Save changes

Automatic Clearing ​

  • Working account clears date
  • Adding notes may clear
  • Status changes may clear
  • Based on configuration

Tips for Effective Use ​

Setting Dates ​

  • Be realistic about timeframes
  • Consider processing delays
  • Account for weekends
  • Leave buffer time

Managing Workload ​

  • Spread dates evenly
  • Avoid clustering
  • Plan for capacity
  • Review regularly

Troubleshooting ​

Can't Set Date:

  • Check if date is valid
  • Verify not in past
  • Check permissions
  • May be restricted dates

Work Date Not Showing:

  • Refresh the view
  • Check Work By tab
  • Verify date saved
  • Check filters

Too Many for One Date:

  • Redistribute dates
  • Prioritize accounts
  • Delegate if possible
  • Extend timeframes

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