Deleting sub-WIPs

Menu 10.3.26, Menu 13.1.1

Because daily WIPs and sub-WIPs are separate lists, deleting a sub-WIP has no effect on your daily WIP.

To delete a sub-WIP:

1. From the Master menu, navigate to Management Strategy > Work Strategies > Collector Strategy (menu 10.3.26).

   

   When configuring sub-WIPs for collector desks working legal accounts, you can also access the same WIP controls from Legal > Setup > Collector Strategy (menu 13.1.1).

2. In the Enter Collector Number window, do one of the following:

   Create or change a sub-WIP for the agency

   1. Press Enter or click Ok.
   2. In the Priority field of the New Business (?) column of the WIP Sorting Defaults Update screen, type /S, and press Enter.

   

   Create or change a sub-WIP for a collector's desk

   1. Do one of the following, and press Enter or click Ok:
      • If you know the collector desk number, type it.
      • To choose from a list of collector desk numbers, type ?.
        • In the Select Desk to Update window, select the desk number, and press Enter or click Ok.
   2. In the Collector Name field of the Collector Update screen, type /S, and press Enter.

   

3. At the Categories to Access, Separate By Semicolons prompt, press Enter.

4. In the Customized Statements for agency/collector window, select the Select statement to delete, and press Enter or click Ok.
5. In the Description (/DEL to delete existing) window, type /DEL, and press Enter or click Ok.
6. In the Customized Statements for agency/collector window, do one of the following:
   • To continue deleting Select statements, follow Steps 4-5.
   • If you are finished deleting custom statements, click Cancel.
7. To exit the Desk agency/collector Sub-WIP Setup screen, type # in any field, and press Enter.
8. At the OK to File? prompt, click Y to save your changes.