2: Contact Date Override

Overview

Users can change the contact date if enabled. Adjusting this date will impact the regulatory deadlines so it's imperative to discuss when to use this function with learners. This function is optional, so review your configuration to know whether this is relevant to your portal. 

Review this page to walk through the Contact Date Override workflow. Use an open case that has not been recovered on to demo this process. See the non-fraud example below.

How-To

1. Access the open quality claim example that was created following this page
   
   
2. Review the Responses node which will reflect the Review New Attachment task
   

   

   
   
   
3. Click the Review New Attachment button
   
   
4. Click the Claim was Mailed In link
   
   
5. A pop-up window will appear and reflect the following note:
   Contact date needs to be updated to <3 business prior to today's date> to match the letter date.
   
   
6. Click the Apply button
   
   
7. Click the Process Actions button
   
   
8. Click the Actions button
   

   

   
   
   
9. Select Contact Date Override
   
   
10. Using the calendar tool, select the date indicated in the Review New Attachment task 
    

    

    
    
    
11. Click the Submit button
    
    
12.  The process is complete