Learn from a Peer: Tiered Service Configuration Comparison (5) and (7)
Screen ID: | ILFPTS1-04 | |
Screen Title: | Configure Tiered Service Levels | |
Panel ID: | 4216 | |
Tool Number: | 437 | |
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Access this screen by pressing Enter on the fourth Learn from a Peer Tiered Service configuration comparison screen or the sixth Learn from a Peer configuration comparison screen.
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This is the fifth and seventh Learn from a Peer Tiered Service configuration comparison screens and compares aggregate balance figures. (There are two versions of this screen.).
The fifth screen compares aggregate balance figures for savings (Goal 2) and the seventh screen compares aggregate balances figures for loans (Goal 3). The configuration screens used are this Tiered Service savings configuration screen and this Tiered Service loan configuration screen. This compares data from the previous month.
The “Active” figure to the right shows the total and active credit unions. Leave the “Show only CUs with active configurations” checked to view only credit unions using this configuration at their credit unions. Select a membership or asset range. (Membership size is determined by the number of records in the MASTER file.) The “Marking” number to the right indicates the credit unions falling in this range. A blue asterisk next to a credit union, indicates that it falls in your range. Show only these credit unions by selecting Show Marked (F9).
Depending on whether you are looking at savings or loan figures, pressing Enter will move you to either the sixth Learn from a Peer Tiered Services Configuration screen or the eighth Learn from a Peer Tiered Service configuration screen.
Interested in comparing a specific group of members to your general population according to the goals of the Tiered Services comparison? Check out the companion "Targeted Tiered Services comparison." Refer to the entry screen of this comparison for more details.
Using this Screen
In the listing below:
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Select a credit union and the Contact Info option to view contact information of the credit union.
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Select a single credit union and the Compare to my credit union option to view only your this credit union and your credit union in the listing.
Also
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Use Show Marked, (F9) to show only your credit union and the credit unions in your selected range (the ones with asterisks).
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Use Summary (F12) to move to the Learn from a Peer Tiered Services Configuration Summary screen.