Create Collections Tracker

These steps explain how to create a Collections Tracker, also known as a Collection Card.

All members in collections or those declaring bankruptcy should have a Collections Tracker, which should be used to document all conversations with the member.

Launch Tool #982 Work Collections.
- You can also create a Collections Tracker using the Member Inquiry tool, which can be launched by clicking the magnifying glass icon in the top right corner of your home screen.
On the Collections Member Selection screen, select the type of accounts for which you'd like to view Trackers:
- Delinquent loans
- Negative balance accounts
- Overline accounts
- Written off loans
Click the forward arrow.
- It will take a moment before the next screen appears.
On the Collections Member Inquiry screen, select the account for which you'd like to create a Tracker.
Choose the Work Member option.
On the Member Tracker Review screen, click Tracker Entry to create a Tracker.
- If you see an existing Collections Tracker, use that one. Do not create a new one.
- If you see multiple Collections Trackers in the list, you can consolidate the Trackers.
On the Member Tracker Entry pop-up, in the Key word/phrase field, enter “Collection Card.”
Always leave the Member account type as 000. This way the member will have one Collections Tracker for the entire membership.
In the Tracker type field, enter “XX."
Click the forward arrow.
On the Member Tracker Entry screen, in the Memo type field, enter the correct Tracker code (i.e. bankruptcy, etc.).
In the box below the Speaking to field, enter the Tracker notes.
- In the Tracker conversation, staff should document the collector’s actions and the member’s response.
- In cases of bankruptcy, the Tracker is also used to record all communications with the trustee or attorney.
Click Save/Continue.
If the Tracker requires a follow-up, check the Entry just made requires a follow-up box and enter a follow-up date.
Click the forward arrow.