Commands are designed to be shortcuts for updating data within the Case Manager. They can be executed from the shortcut field on the Case Manager and can also be added to an action wizard. By adding them to an action code you can automate lengthy tasks and more importantly, prompt or force users to do things that are required, minimizing errors or overlooking important points.
For example, updating the status on a case is done using the command ST. This command can be added to an action wizard so that the action can either automatically set the status or prompt the user if the command variable is left blank.
Status Codes can also be assigned within the Case Manager from the shortcut field (ST) as shown below.
Creating a new Command
New commands cannot be setup independent of DebtCol Software. Please contact us should you see the need for a new command.
Update an Existing Command
Enter the existing command code in the "Code" field. If you do not know the code click the search button on the toolbar and perform a lookup.
Once you have entered the code, the record will be opened for you to amend accordingly.
You can amend the description and the screen prompt that the operator sees when running the command.
The privilege level set will determine which users have access to the command. Users with a lower privilege level will not have access to the command.
Tick “Action Only” if the command is to be made available within action codes exclusively. This means the command will not be accessible via the shortcut field in the case manager.
Tick “Realtime only” if the command is to be executed only from the shortcut field in the case manager. This means the command will not be accessible to add to an action code.
Tick “Allow on Closed Files” if the command should be available to use on files that are closed.
Tick “Allow Params” to prompt for a command variable when used inside an action. This will allow you to set a value automatically within the action. See the above example of the ST command automatically updating the status within an action.
If the command is for exclusive use by certain users, select the users from the drop-down list. Users that don’t appear in this list will not have the authority to execute the command.
If the command is to be disallowed for certain users, select the users from the drop-down list. Users that appear in this list will not have the authority to execute the command.
Click “Save” to save any changes.