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Fundamentals Training Seminar Outline |
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This two-day Fundamentals Training Seminar explores word processing merge functions, forms
design and setup, Diary Codes, new claims utilities, and much more.
Attendees acquire knowledge of indexing functions, search functions,
history reports, Diaries, queues, and the Paperless File. Attendees
will establish
a solid knowledge base with this training.
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Collection-Master Main Menu Types [4-1-S-2-2]
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Default
(Dashboard) Main Menu (Option 0 or 2) |
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Collector
Main Menu (Option 1) |
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Traditional DOS Main Menu (Option3) |
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Main Menu
Pull-Down Menus |
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Claim
Review Screen Status Line |
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Using
Help Manuals |
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Collection-Master Menu Navigation
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Graphical
Results Information Display (GRID) Navigation |
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Sorting
and Filtering |
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Searching in Collection-Master
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F10
Search |
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Buttons
and F-Keys |
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Internal Data Files |
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Printing
Reports of Internal Data Files |
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Printing
Labels from Internal Data Files |
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Entering New Claims into
Collection-Master [1-3-1] |
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Assigning
a File Number |
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The
Placement Screen (Screen 2) |
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Debtor
Screen 5-1 Fields |
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Debtor
Bankruptcy Screen 5-2 Fields |
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Debtor
Judgment Screen 5-3 Fields |
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Debtor
Caption Screen 5-4 Field Code Options |
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Debtor
Related Parties Screen 5-5 |
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Asset
Property Screen 6 |
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Property
Sub-Screen 6-1 (vehicle fields) |
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Real
Estate Sub-Screen 6-2 Fields |
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Screen 7 |
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New Claim Utility Menu [1-3-6] |
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Printing
Labels for New Claims: |
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New Claim
Report: |
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Duplicate
Debtor Match: |
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New Claim
Browse Utility: |
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Batch
Word Processing: |
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Assignment Program:
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Auto-Link
Report File: |
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Reset -
New Claims - File: |
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Search Functions for Locating Claims |
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Search
Results Window |
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Claim
Review Screen [1-1- F5] |
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“Search
By” Options |
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“Diary
Search” Options |
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“Parties
Search” Options |
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Closing and Reopening Files
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Closing
Files [1-5-2] |
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Mass
Closing Files [1-5-2-4] |
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Review
Closed Files |
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Reopening
Files [1-5-2] |
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Mass
Reopening Closed Files |
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Indexing Functions [1-9]
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Create
Index for Open Files |
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Create
Index for Closed Files |
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Create
Index for Paperless Files |
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Re-Sort
Internal Files |
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Selective
Index |
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Multiple
Terminal Index |
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Security
File Index |
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Short
Index |
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Short
Multiple Terminal Index |
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Re-Index
Financial Trail |
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Re-Index
Instant Statistics |
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Re-Calculate Last S-Code (Open) |
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Re-Calculate Last S-Code (Closed) |
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Getting Started – WordPerfect Form Setup
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WordPerfect Merge Bar |
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Create A
WordPerfect Form |
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Working
with Tables in a WordPerfect Form |
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Adjusting
Tables |
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Inserting
Dot Leaders |
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Using
Multiple Files and Macros in a Merge |
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Nesting
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Chaining
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Saving
the Document for Merge Purposes |
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Document Setup in Collection-Master
[1-7-1] |
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Create
Pop-Up Help Questions and Comments (F1) |
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Adding
Functions to the Document (F2) |
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Field
Code Verification for WordPerfect Documents (F3) |
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Merge
Code Assignment Program (F3) |
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Requesting Documents from Within a Claim |
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Merging Documents |
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Resetting
the Merge List |
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Merging
Documents Affects the Paperless File |
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Diary
Codes and Queues |
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Diary
System Advantages |
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Plan a
Diary System by Ranges |
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Diary
Code Database Menu [1-6] |
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Diary
Code Setup [1-6-1] |
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Adding
Diary Codes to a Claim |
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Working
in the Diary Screen |
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Diary
Summary Screen |
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Automatic
Functions by Diary |
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Print
Diary Report [3-3-2] |
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Automatic
Functions |
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Using the
FTP Site |