Learn from a Peer:  Tiered Service Configuration Comparison (14)

Screen ID:  ILFPTS1-08
Screen Title: Tiered Service Level Scoring
Panel ID: 4219
Tool Number: 437
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Access this screen by pressing Enter on the eighth Learn from a Peer Tiered Service configuration comparison screen.

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This is the ninth Learn from a Peer Tiered Service configuration comparison screen. It compares Goal 5 statistics of credit union’s Tiered Service Programs and includes comparisons on entries to this Tiered Service configuration screen. This compares figures on self-service products.  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 Isolate Marked (F9).)

Using this Screen

In the listing below:

Select a credit union and the Contact Info option to view contact information of the credit union.

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

Use Isolate Marked, (F9) to show only your credit union and the credit unions in your selected range (the ones with asterisks).

Use Next Level (F11) to view the details of the next Tiered Service Level.

Use Summary (F12) to move to the Learn from a Peer Tiered Services Configuration Summary screen.