Add a step to a collection case

This part of the guide explains how to add a step to a collection case.

Step 1 - Go to the page List of Collection Cases

1. Go to the Collection module;
2. Choose the Collection Cases menu. This action opens the List of Collection Cases page (520:2001);

Step 2 - Add a step to a collection case

3. Go to the Search Criteria section;
4. Fill out the required fields (identified by a red asterisk *). For example, Open Date From, To, etc.;
5. Click the Refresh button. This action refreshes the page and displays the list of collection cases;
6. Find the collection case for which you want to add a step;
7. Click the hyperlink of the Case No. subject of the request. This action opens the Collection Case page (520:1001);
8. Go to the Steps section;
9. Click the Create button. This action opens the pop-up window Add Step to a Case;
10. Fill out the required fields (identified by a red asterisk *). For example, Collection Step, Start Date, etc.;
11. Click the Save button. This action confirms the addition of the step and refreshes the Collection Cases page (520:1001).