Task Screen

The Task Screen allows staff to view, filter, and manage assigned tasks related to payments and follow-ups. 

 

 Search Function 

 Search Bar 

 

 

 

 

 

 

 

 

 

 

 

 Search by task 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Allows users to search tasks by: 

 

 Contract number 

 

 

 Filters 

 Users can filter tasks based on their role.  

 

 

 

 

 

 

 

 G department 

 Department 

 Collection Unit 

 collection tl 

 collection 

 

 

 

 

 

 

 

 The filters above are displayed based on the user's role. 

 When the role is, 

 

 Admin can view all the filters. 

 g_dept, can all filters except the g department  

 dept, can collection unit, collection tl and collection 

 collection_unit can view the collection tl and collection 

 Collection TL, can view the collectionThe  

 collection can  only see the search filters, 

 

 There are additional filters available in the filter section, 

 

 Delay This Month: Next due date is 0–30 days overdue . 

 Last Month Delay: Next due date is 30–60 days overdue . 

 Two-Month Delay: Next due date is 60–90 days overdue . 

 OA Contract: Next due date is more than 90 days overdue . 

 

 

 Task List 

 Each item represents a staff task. 

 

 Information Displayed 

 Each record shows: 

 

 Customer Name 

 Mobile Number 

 contract number 

 contract type 

 

 

 Pagination 

 

 Prev → Go to previous page 

 Next → Go to next page 

 Displays current page (e.g., Page 1 of 3) 

 

 

 How to Use 

 View Tasks 

 

 Open the Task screen 

 Use filters to narrow results 

 Search if needed 

 Select a task to view details 

 

 

 Task Details Screen 

 

 

 

 

 

 

 

 

 

 The Task Details Screen provides complete information about a selected task and allows staff to take follow-up actions. 

 

 Task Information 

 Displays: 

 

 Customer Name 

 Mobile Number 

 Contract Type 

 Contract Number 

 Fully Paid  Date 

 Next Due Date 

 Gurantor details  

 Collateral details 

 

 

 Actions 

 Call Screen Customer 

 

 

 

 

 

 

 

 

 

 

 The Latest Details This section displays the last call details with the customer. 

 The form below is the current call data, adding screen. The form needs to be added below the details. 

 

 Exceptional case 

 Remark for the exceptional case 

 Gps status 

 Remark for the GPS status 

 payment promise date 

 remark for the payment promise date. 

 

 

 Promise Dates 

 Set or update customer promised payment dates 

 

 

 Customer Visit 

 Visit the customer's home details adding  

 This data will be added to the special case details screen. After clicking the customer visit, the user will navigate to the customer visit screen. 

 

 

 

 

 

 

 

 

 

 

   

 After a visit to the customer's home, the following details need to be submitted 

 

 Contract number 

 where to visit (Visited to) 

 Visited result 

 Who did you meet 

 Visited location 

 visited remark 

 The visited reason - this section has two options.

 

 For GPS repair 

 Special Cases 

 

 

 

 

 

 

 

 

 

 

 

 Select one of them and save. After saving these details, the user can view them in the special case screen. 

 

 How to Use 

 Manage Task 

 

 Select a task from the list 

 Review task information 

 Choose an action