Closing Payment Arrangements

Last updated 6 years ago

First published 12 December, 2017

English Rating: ALL ages Shortest path: 3 nodes Longest path: 15 nodes Possible solutions: 10

John Person

Is the current payment arrangement ticket at least 7 days old? Yes. No.
Do not make any changes and EXIT ticket. DO NOT CLOSE..
Was the ticket opened by or assigned to Torrance Staff / Minol Leadership? Yes. No.
Is it ASSIGNED to Torrance Staff / Minol Leadership? Yes. No.
Do not make any changes and EXIT ticket. DO NOT CLOSE..
Was it OPENED by Torrance Staff / Minol Leadership? Yes. No.
Do not update or make any changes and reassign ticket to Daniel Hernandez..
Restart this chart and answer "No" at "Was the ticket opened by or assigned to Torrance Staff / Minol Leadership?".
Open the account and check service summary. Is there a past due balance? Yes. No.
Close current and future payment arrangement tickets with response "Account Current PA Closed.".
Review arrangement terms (payment amount and pay by date) and notes. Has the customer adhered to the payment arrangement as outlined? Yes. No.
Close current ticket with response "Closing Ticket, PA met.".
Review account notes. Have we made contact with the customer regarding payment arrangement? Yes. No.
Contact customer and edit ticket due date to 3 business days out from current date and note the ticket with "PA check. PA not met. Delivered courtesy call / email" in the Internal Note section and save. DO NOT CLOSE..
Have we delivered a courtesy call or have alternative arrangements been made? Courtesy Call. Alternative Arrangement.
Edit ticket due date to reflect the new date the customer has agreed to pay. Note the ticket with the alternative arrangement details from call notes and save. Exit ticket and DO NOT CLOSE. .
Has it been 3 business days? Yes. No.
Close current and future payment arrangement tickets with response "PA not met. Closing Ticket.".
Edit ticket due date to 3 business days out from date of the Courtesy call note the ticket with "PA check. Awaiting response from customer." Exit the ticket. DO NOT CLOSE..