1. From your Corporate Software Settings, click Schedule Sets under Delinquency.

2. If units are still assigned to a previous Delinquency Schedule, you’ll see a banner on the new version of the schedule.

To assign the units to the new schedule version, click Transfer Units.

3. There are two options for the transfer: 

Restart Delinquency: Restart the units' delinquency.  

Maintain Days Past Due: Move units to the new version of the schedule but maintain the days they are already past due.

Select one of these options, then select a facility or facilities to apply the changes to. 

4. Click Next.

1. Click the Select All radio button to select all units for the transfer.

2. Click Review.

3. Review the transfers and click Start Transfer.

1. Select units to transfer to the new version of the schedule. 

You can click Show Details to view the old delinquency schedule(s) details.

2.Click Next.

3. If you want to filter out units based on their current delinquency stage, check Only transfer units up to and include this stage of the previous schedule. Then, choose the stage from the dropdown menu. Any units on a stage further along the schedule than the one selected will not be part of the transfer.

4. Click Review.

5. Review the units that will be transferred and click Create Preview.

6. Click Close & Redirect to Transfer Preview to view the preview.

Depending on how many units are being transferred, the preview may take a few minutes to generate. The buttons to Start, Edit, and Cancel the transfer will not be clickable until the preview is generated.

7. Click a unit name under the Succeeded Unit Transfers section to see details about the transfer or click a unit name under Failed Unit Transfers to see why the transfer failed.

For successful units, you will see the current schedule and the future schedule based on the transfer settings you selected.

For failed units, you will see the reason for the failure and resulting actions.

If you need to make changes to the transfer, click Edit Transfer, make your changes, and generate a new preview.

If the transfer is edited and a new preview hasn’t been generated, the preview page will show a message that a new preview should be created.

9. Once you’re happy with the preview, click Start transfer.

10. Click Start Transfer from the next screen to confirm you want to transfer the units to the new schedule.

11. You will see a confirmation message that the transfer is in progress.

1. Click Show Details if you need to refer to the previous schedule version.

2. Click Next.

3. If you want to filter out units based on their current delinquency stage, check Only transfer units up to and include this stage of the previous schedule. Then, choose the stage from the dropdown menu. Any units on a stage further along the schedule than the one selected will not be part of the transfer.

4. Click Next.

5. Match stages from the previous version of the schedule to the new version if needed.

If a customer has experienced a stage of the prior schedule version and that stage is mapped to a stage of the new version, the new stage will be marked as complete. No new action will be applied.

This may be helpful if a stage from the old schedule version is split into multiple stages on the new schedule version.

When a recurring stage is matched and marked complete during a schedule transfer, it will be complete for this billing period, regardless of when in the period it applies. If you need a recurring stage to apply to this billing period, it should be left un-matched.

6. Select stages to apply if you want the stage actions to be performed.

7. Click Review when you are done.

8. Review the transfer and click Create Preview.

9. Click Close & Redirect to Transfer Preview to view the preview.

Depending on how many units are being transferred, the preview may take a few minutes to generate. The buttons to Start, Edit, and Cancel the transfer will not be clickable until the preview is generated.

10. Click a unit name under the Succeeded Unit Transfers section to see details about the transfer or click a unit name under Failed Unit Transfers to see why the transfer failed.

For successful units, you will see the current schedule and the future schedule based on the transfer settings you selected.

For failed units, you will see the reason for the failure and resulting actions.

If you need to make changes to the transfer, click Edit Transfer, make your changes, and generate a new preview.

11. If the transfer is edited and a new preview hasn’t been generated, the preview page will show a message that a new preview should be created.

12. Once you’re happy with the preview, click Start transfer.

13. Click Start Transfer from the next screen to confirm you want to transfer the units to the new schedule.

14. You will see a confirmation message that the transfer is in progress.

You can see the status of each unit transfer from the Transfer History page by navigating to Settings > Software Settings > Transfer History under Delinquency.

If you click away from a transfer preview, you can return to it from the Transfer History page.

Click View Details next to a link item to see details about individual transfers.

Failed transfers will show a reason for the failure in the details.