Intelec Release 7.0 - Final Version
June 4, 2001


While the initial version of this release was available in January of 2001, it has been enhanced since then and we are now ready to ship the final version of Release 7.0. For those of you who are already on the new release or have received the code and will be installing it shortly, we will be sending you the updated software in the coming weeks. While this documentation contains all of the changes in the new release you can get a list of the more recent changes by clicking on this link. The new changes for e-mailing reports from Intelec are also within this link.

The following changes have been made to Intelec. You will see that we have taken on some very complex challenges, and that the new release includes some exciting features.

You must be on Release 6.3 or 6.4 before installing these changes. Please check the Intelec introductory screen to verify that you are on a correct version before attempting to install the new software. Please read this documentation carefully.

Use the following links to skip to :

Installation Instructions
Smart Codes
Management changes
Bankruptcy Enhancements
Payment Processing
Nightly Processing
Intelligent Assistant
Letter Processing
Time Wizard
Credit Card Processing
Other Areas

ACCOUNT PROCESSING
QCat 065 created in Non-Collector Processing Type.            

Number of accounts is     168. Job was run at 15:42:20 by PAT

Only one account is selected per debtor. The standard checking such as omitting future promised, payment arrangements etc. is done. This feature will allow you to create a calling list at short notice, or prioritize a group of accounts for immediate follow-up.

SMART CODES top
MANAGEMENT
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BANKRUPTCY PROCESSING
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The support for bankruptcy was limited in prior versions. We have replaced this simple logic with an extensive bankruptcy database. The fields were carefully researched and those of you, who get involved in bankruptcy recording, will be very pleased.

Even though this is the first “version” of this bankruptcy module, it is very powerful module. Please send us any comments if you feel there are areas that can be improved.


PAYMENT PROCESSING
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There are some significant enhancements to Payment Processing.  


NIGHTLY PROCESSING
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INTELLIGENT ASSISTANT
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We have developed a new and innovative approach to providing operational and procedural help for those who work accounts. Typically, a user is faced with a set of circumstances and has to work their way down until a final resolution is reached. As an example, the debtor may dispute an account. There may be 10 major reasons for a dispute (e.g. Service was not provided, bill was wrong, account has been paid etc.) Within one area (e.g. Service was not provided) there may be 2 possible circumstances – service was not provided as defined, or service was provided but the debtor is dissatisfied). Once we know which of the conditions is applicable, we can lead the user to a final resolution and a Smart Code!

The Intelligent Assistant (IA) is made up of tables that you set up. Within each “topic” there are options to provide more details, link to other topics and to associate the topic with a Smart Code. There is an option on the Management Menu to set up the Intelligent assistant. You will see the following options.

1. Topic Maintenance
2. Group (and associated Topic) Maintenance

First, you need to set up Groups (major areas). Select Option 2. You must set up group "AAA" which is the code for the "Main Group". This is the major grouping which will be displayed when you go into the Intelligent Assistant. For each "Group", you can enter Group Text (will be displayed when the user selects IA), details (optional) and a Smart Code (optional)

When you press ENTER, you are prompted for the "Topics" that make up that Group. In the Group AAA, you will place all of the major topics you have. E.g. Handling disputes, handling objections, Credit Reporting, Skip tracing, Vacation Policy etc. This means you can place anything important in a group, whether it related to debtors, clients or your company policies. Each topic can point to another group if needed. E.g. Topic "Handing Disputes" can point to a group called "Disputes" which will have 5 topics - Did not get service, not satisfied with service, already paid, needs statement, other problem. The topic "Already paid" can point to a group which has 2 topics - Paid client and paid agency. Within these we can have details which tell the collector what they should do, and further point them to a Smart Code!

After you have set up a "Group" and its associated topics, you must select the option to define Topics. Give each topic a "Code" (the same code that you used in the Group) and set up the topic description, detailed description (optional), a Smart Code (optional) and up to 3 "Search Words". Users will be able to find topics by using the search option!

When IA displays groups and topics, a + on the left hand side means, this topic points to more topics. The user can enter the line number to display those topics. When there is a ? on the right hand side of the line, it means that this line has detailed information, which can be displayed by using F5 and keying in the line number. On the end of the line (right hand side) the Smart Code (if applicable) will be displayed. Use F4 to apply the Smart Code.

You should be getting the idea of how this works. It is easy once you get the concept, but it will take come planning on your part. We will be including some sample data for your review. You can clear this data when you are ready to start using the system. (To clear the test data, you will need to get to a command line and key in CALL ZCLEARIA. Do this before you start keying in your information.)

How does a user access the IA? By placing a ? in the field to the right of he Smart Code. There is also a option on the Attention Key menu to access IA. This is an exciting feature. It offers intelligent help and is completely user-defined! Please take some time to review the features.


LETTER PROCESSING
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We have major changes to the editing of letters. There is a new screen for Letter Codes, within the System Control files. This allows you to further control the checking for valid letters. The new options are as follows. For some of these, there were methods of obtaining the same results using options on the first screen for letter codes. In these cases, you can use either option and obtain the same results.

  Send with attorney - If an attorney exists, you can send a letter to the debtor too. (Presently letter is only sent to attorney)
  Send with zero balance
  Requires Insurance 1 - Letter will fail if there is not name and address in insurance screen (primary)
  Sort by Insurance 1 Zip - Letters will be sorted by insurance company zip code
  Requires Insurance 2 - Applies to secondary insurance
  Sort by Insurance 2 Zip
  Requires POE from F17
  Requires Pay.Arrangement
  Requires promise date

  Bypass address checking - Will not check that address, city, state and zip exist. Will be useful for foreign addresses or international collections.
  Omit from file to letter service - This will need to be included in your custom programming and should be discussed with us.
  Do not allow if any letter mailed within ___ days - This option allows you to check the last letter generated, and reject the new letter.


TIME WIZARD
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We have a new module that will allow you to maintain some basic employee information, and track hours worked based on the amount of time signed on to Intelec. This module will be enhanced on future releases. On the Management Menu there is a new option to set up the Time Wizard. The options are :

1. Employee Information
2. Employee Category Information
3. Suprvisor Information
4. Employee Sign-off update
5. Reports
6. Reset Hours worked per month
7. Reset Hours worked per year

To access this menu, we have a new Security Level. The user must have a "T" in the "Collector Updates" area in System Security. This is a new option, in addition to the "Y" option. The "T" option will allow the same access as the "Y" option with reference to other areas of the system.


CREDIT CARD PROCESSING
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Updated 04/27/2001

We have completed the programming to allow you to accept Credit Card payments for yourself, or on behalf of your clients! Unlike payment arrangements and direct checks, you will need to be able to accept credit card payments at the account level, as opposed to the debtor level. The debtor may have multiple accounts for different clients, and it is possible that only some clients will permit the use of credit cards. You may also want to allow the debtor to pay the client for some of the accounts and pay the agency for some of the accounts. This calls for the ability to enter information on specific accounts. This is a very useful module that works as follows.


OTHER AREAS top


INSTALLATION INSTRUCTIONS top


The software can be loaded at any time during the month and at any time in the day.  You must make sure that the previous day’s backup was successful. Please retain this tape for at least 2 weeks. The complete installation process will take approximately 45 minutes. This could be longer depending on your processor. Some dedicated time will be required. (This will be around 20 minutes.)

You should also make sure you have a recent copy of your modification library. (Option 20 from the Special Options Menu)

THE FOLLOWING ARE FOR USERS WHO ARE CURRENTLY ON RELEASE 6.4 OR A PRIOR RELEASE. IF YOU PREVIOUSLY INSTALLED RELEASE 7.0, PLEASE SKIP TO THE INSTRUCTIONS BELOW FOR RELEASE 7.0 USERS. (The current release is displayed when you sign into Intelec on on the Main Menu)

  1. You will need the tape or the CD that you received. Other users can be on the system during this stage of the procedure.

  2. If you received a CD, sign on as QMASTER, load the CD in the optical drive, get to a command line and key in RSTOBJ and press F4.

    Fill the fields Objects, Saved library and device as follows.

    Objects . . . . . . . . . . . . installncd
    Saved library . . . . . . . . sclib
    Name Device . . . . . . . . opt01

    The device name is usually opt01 (that is a zero) unless you have multiple optical drives.

    Now, press F10 and and press Page Down to display the next screen. Change "Data base member option" to *ALL and "Allow object differences" to *ALL.

    Press ENTER. You should not receive any error messages until the job completes. You may see an informational message indicating that an object was restored. There may also be a message "1 security or data format changes have occurred." These are not errors. Ignore them.

    Now key in CALL INSTALLNCD and follow the instructions. Ignore the references to "Tape" on the screens. (This option will take about 15 minutes, longer if users are on the system.) At one point in the installation, the system will check that the library SCLIB is not in use and if it is, it will display any jobs that will need to be cancelled. At the end of this step, you will be asked to have all users signed off the system.

    SKIP TO STEP 4.

  3. If you received a tape, sign on as QMASTER, load the tape into the tape drive and key in CALL INSTALLNEW from the command line and follow the instructions. (This step will take about 30 minutes, longer if users are on the system.) At one point in the installation, the system will check that the library SCLIB is not in use and if it is, it will display any jobs that will need to be cancelled. At the end of this step, you will be asked to have all users signed off the system.

    It is possible that you will have to cancel some jobs that are using the base library, in order for this step to complete. These jobs will be displayed as a part of the procedure.

  4. After Step 2 or 3 is complete sign off and sign on as QSECOFR. At this stage, do not allow users to sign on. The rest of the installation process will take about 20 minutes.

  5. Key in ADDLIBLE SCLIB (Press ENTER after each step)

    Key in ADDLIBLE SCMOD

  6. Key in CALL INSTALL70, press ENTER and follow the instructions. When this step is over, the installation of the new release is complete.

    Remember to use "opt01" if you are using a CD and are prompted for the device name.

  7. Sign back on as QMASTER and key in CALL INSTALLMOD from a command line (There is one space after CALL). This will load your custom modifications. Remember to use "opt01" if you are using a CD and are prompted for the device name.

When you next sign in to Intelec, you should see the "Intelec" introductory screen with Version 7.0 displayed.

THE FOLLOWING ARE FOR USERS WHO ARE CURRENTLY ON RELEASE 7.0 (The current release is displayed when you sign into Intelec on on the Main Menu)

  1. You will need the tape or the CD that you received. Other users can be on the system during this stage of the procedure.

  2. If you received a CD, sign on as QMASTER, load the CD in the optical drive, get to a command line and key in RSTOBJ and press F4.

    Fill the fields Objects, Saved library and device as follows.

    Objects . . . . . . . . . . . . installncd
    Saved library . . . . . . . . sclib
    Name Device . . . . . . . . opt01

    The device name is usually opt01 (that is a zero) unless you have multiple optical drives.

    Now, press F10 and and press Page Down to display the next screen. Change "Data base member option" to *ALL and "Allow object differences" to *ALL.

    Press ENTER. You should not receive any error messages until the job completes. You may see an informational message indicating that an object was restored. There may also be a message "1 security or data format changes have occurred." These are not errors. Ignore them.

    Now key in CALL INSTALLNCD and follow the instructions. Ignore the references to "Tape" on the screens. (This option will take about 15 minutes, longer if users are on the system.) At one point in the installation, the system will check that the library SCLIB is not in use and if it is, it will display any jobs that will need to be cancelled. At the end of this step, you will be asked to have all users signed off the system.

    SKIP TO STEP 4.

  3. If you received a tape, sign on as QMASTER, load the tape into the tape drive and key in CALL INSTALLNEW from the command line and follow the instructions. (This step will take about 30 minutes, longer if users are on the system.) At one point in the installation, the system will check that the library SCLIB is not in use and if it is, it will display any jobs that will need to be cancelled. At the end of this step, you will be asked to have all users signed off the system.

    It is possible that you will have to cancel some jobs that are using the base library, in order for this step to complete. These jobs will be displayed as a part of the procedure.

  4. After Step 2 or 3 is complete sign off and sign on as QSECOFR. At this stage, do not allow users to sign on. The rest of the installation process will take about 20 minutes.

  5. Key in ADDLIBLE SCLIB (Press ENTER after each step)

    Key in ADDLIBLE SCMOD

  6. Key in CALL INSTALLF70, press ENTER and follow the instructions. When this step is over, the installation of the new release is complete.

    Remember to use "opt01" if you are using a CD and are prompted for the device name.

  7. Sign back on as QMASTER and key in CALL INSTALLMOD from a command line (There is one space after CALL). This will load your custom modifications. Remember to use "opt01" if you are using a CD and are prompted for the device name.


Please sent us an e-mail to support@quantrax.com as soon as you have completed the installation of the new release. This is very important since we are currently supporting multiple releases and we need to know when you have converted to the latest version of Release 7.0.

WARNING (if you have technical people) - The source code in SCLIB may not correspond to the object code. This is because when we transmit a PTF to the base, we will often transmit only the compiled objects.


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