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