CMSCIS - Revision history

Goneclear: /* New Debtor Creation */

2021-04-29T14:17:53Z

New Debtor Creation

Goneclear: /* New Debtor Creation */

2021-04-29T14:07:58Z

New Debtor Creation

Goneclear: /* New Debtor Creation */

2021-04-29T13:57:37Z

New Debtor Creation

Goneclear: /* New Debtor Creation */

2021-04-29T13:43:57Z

New Debtor Creation

Goneclear: /* Debtor Information Management */

2021-04-20T13:44:10Z

Debtor Information Management

Goneclear: /* Debtor Information Management */

2021-04-20T13:43:08Z

Debtor Information Management

Goneclear: /* Client Listing: Custom Grid Column Chooser */

2020-11-23T18:37:37Z

Client Listing: Custom Grid Column Chooser

Goneclear: /* Client Listing: Export to Excel Format */

2020-11-23T18:31:04Z

Client Listing: Export to Excel Format

Goneclear: /* Client Outstanding Actions Listing Report */

2020-11-23T18:18:08Z

Client Outstanding Actions Listing Report

Goneclear: /* Client Debtor Listing Report */

2020-11-23T16:19:52Z

Client Debtor Listing Report

@@ Line 295: / Line 295: @@
 <ol start=8>
-  <li>The below image illustrates “Step 3: Debtor Details” of the debtor creation wizard. Please fill in the required fields such as Last Name, First Name, DOB, Gender and Status. ''All required fields are noted with a green asterix to the left of the entry box caption.''
+  <li>The below image illustrates “Step 3: Debtor Details” of the debtor creation wizard. Please fill in the required fields such as Last Name, First Name, DOB, Gender and Status. ''All required fields are noted with a green asterix to the left of the entry box caption. Please note that the Last Name, First Name and DOB  fields are locked and cannot be edited.''
 </ol>

← Older revision		Revision as of 14:07, 29 April 2021
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	#Navigate the main menu option to the '''"Debtor Information"''' sub menu under the '''“File”''' section of the main navigation menu.		#Navigate the main menu option to the '''"Debtor Information"''' sub menu under the '''“File”''' section of the main navigation menu.
−	#Please locate the '''“New Debtor”''' button on the horizontal toolbar menu to initiate the '''“New Debtor Creation Wizard”'''. The first page of the creation wizard, '''“Step 1: Debtor Search”''', is designed to perform a database search of existing records of the CMSCIS database. The purpose of this first step is to try to reduce the creation of duplicate records in the database for identical debtors. The figure below shows the first page of the debtor creation wizard completed with a last name “Smith”, a first name “John” and a date of birth ~~“06~~-May-1956”. '''(Note: Date entry is expected in the format ‘dd-MMM-yyyy’)'''. The CMSCIS system will use these three (3) parameters to perform a multi tiered search of the CMSCIS database to identify possible matches in the database.	+	#Please locate the '''“New Debtor”''' button on the horizontal toolbar menu to initiate the '''“New Debtor Creation Wizard”'''. The first page of the creation wizard, '''“Step 1: Debtor Search”''', is designed to perform a database search of existing records of the CMSCIS database. The purpose of this first step is to try to reduce the creation of duplicate records in the database for identical debtors. The figure below shows the first page of the debtor creation wizard completed with a last name “Smith”, a first name “John” and a date of birth “05-May-1956”. '''(Note: Date entry is expected in the format ‘dd-MMM-yyyy’)'''. The CMSCIS system will use these three (3) parameters to perform a multi tiered search of the CMSCIS database to identify possible matches in the database.

← Older revision		Revision as of 13:57, 29 April 2021
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	#Navigate the main menu option to the '''"Debtor Information"''' sub menu under the '''“File”''' section of the main navigation menu.		#Navigate the main menu option to the '''"Debtor Information"''' sub menu under the '''“File”''' section of the main navigation menu.
−	#Please locate the '''“New Debtor”''' button on the horizontal toolbar menu to initiate the '''“New Debtor Creation Wizard”'''. The first page of the creation wizard, '''“Step 1: Debtor Search”''', is designed to perform a database search of existing records of the CMSCIS database. The purpose of this first step is to try to reduce the creation of duplicate records in the database for identical debtors. The figure below shows the first page of the debtor creation wizard completed with a last name “Smith”, a first name “John” and a date of birth ~~“05~~-May-1956”. '''(Note: Date entry is expected in the format ‘dd-MMM-yyyy’)'''. The CMSCIS system will use these three (3) parameters to perform a multi tiered search of the CMSCIS database to identify possible matches in the database.	+	#Please locate the '''“New Debtor”''' button on the horizontal toolbar menu to initiate the '''“New Debtor Creation Wizard”'''. The first page of the creation wizard, '''“Step 1: Debtor Search”''', is designed to perform a database search of existing records of the CMSCIS database. The purpose of this first step is to try to reduce the creation of duplicate records in the database for identical debtors. The figure below shows the first page of the debtor creation wizard completed with a last name “Smith”, a first name “John” and a date of birth “06-May-1956”. '''(Note: Date entry is expected in the format ‘dd-MMM-yyyy’)'''. The CMSCIS system will use these three (3) parameters to perform a multi tiered search of the CMSCIS database to identify possible matches in the database.

@@ Line 279: / Line 279: @@
 <ol start=6>
-  <li>The figure below will be displayed to the user with search results if they are found in the database with an indication of what level search yield the resultant records. <u>''It is strongly recommended that search results produced by '''Level 1 or Level 2''' searches be carefully reviewed before creating any new debtor in the CMCIS database to prevent record duplication.''</u>
+  <li>The figure below will be displayed to the user with search results if they are found in the database with an indication of what level of the search algorithm yielded the resultant records. <u>''It is strongly recommended that search results produced by '''Level 1 or Level 2''' searches be carefully reviewed before creating any new debtor in the CMCIS database to prevent record duplication.''</u>
 </ol>

@@ Line 244: / Line 244: @@
 CMSCIS allows for the collection and management of various data points on individual debtor information.   The system allows for the recording of multiple debtor addresses, employer details, social media contacts and identification types. CMSCIS maintains a database of scanned debtor documents and allows for these documents to be catalogued, stored and retrieved in an integrated fashion.
-The figure below is a representation of the main debtor information interface. This page is used to create and update debtors tracked by the CMSCIS system as well as all personal information data points such as address, employment details, social media contacts, identification types on file, ownership details for companies and scanned document sources. The main debtor information page loads with blank data. A search of all database debtor records should now be conducted using Section 2.2 of this documentation to be presented with a list of search results paged grid format sorted by '''“CMS Number”''' in ascending order.
+The figure below is a representation of the main debtor information interface. This page is used to create and update debtors tracked by the CMSCIS system as well as all personal information data points such as address, employment details, social media contacts, identification types on file, ownership details for companies and scanned document sources. The main debtor information page loads with blank data. A search of all database debtor records should now be conducted using Section 2.2, "Searching Debtor Information Database", of this documentation to be presented with a list of search results paged in a grid format sorted by '''“CMS Number”''' in ascending order.
 [[File:Person_HomePageLabeled.png|thumb|350px|center]]

← Older revision		Revision as of 18:37, 23 November 2020
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	#Perform a search for the CMS client in the CMSCIS system using [[#Searching Client Information Database\|''section 3.2'']] of this manual and select the CMS client record from the results grid.		#Perform a search for the CMS client in the CMSCIS system using [[#Searching Client Information Database\|''section 3.2'']] of this manual and select the CMS client record from the results grid.
	#Select the “Export to XLSX” button located on the top center menu bar to export the clients listing to excel format.		#Select the “Export to XLSX” button located on the top center menu bar to export the clients listing to excel format.
−
−	~~=== <u>Client Listing: Custom Grid Column Chooser</u> ===~~

← Older revision		Revision as of 18:31, 23 November 2020
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	=== <u>Client Listing: Export to Excel Format</u> ===		=== <u>Client Listing: Export to Excel Format</u> ===
		+	'''''Note:''' The CMSCIS system has been designed with the ability to export the client results grid to excel format.
		+
		+	#Navigate the main menu option to the "Client Information" sub menu under the “File” section of the main navigation menu.
		+	#Perform a search for the CMS client in the CMSCIS system using [[#Searching Client Information Database\|''section 3.2'']] of this manual and select the CMS client record from the results grid.
		+	#Select the “Export to XLSX” button located on the top center menu bar to export the clients listing to excel format.
		+
	=== <u>Client Listing: Custom Grid Column Chooser</u> ===		=== <u>Client Listing: Custom Grid Column Chooser</u> ===

@@ Line 1,157: / Line 1,157: @@
 === <u>Client Outstanding Actions Listing Report</u> ===
 === <u>Client Listing: Export to Excel Format</u> ===
 === <u>Client Listing: Custom Grid Column Chooser</u> ===

@@ Line 1,054: / Line 1,054: @@
 === <u>Client Debtor Listing Report</u> ===
-'''''Note:''' This report is designed to show, in report format, a listing of all debtors turned over to CMS by the selected CMS client.
+'''''Note:''' This report is designed to show, in report format, a listing of all debts or complaints turned over to CMS by the selected CMS client and their current status.
 #Navigate the main menu option to the "Client Information" sub menu under the “File” section of the main navigation menu.