Job Detail Help

The Job Details page allows you to view your complete job on one page.

From this page you can edit your job, job contacts/addresses, assign the job to users or subcontractors. Add updates, view job documents and job history.

General Information

This is the basic job information. Click on "edit" at the top of the General Information area to edit this data.

Case Number - This is your internal job number. You can assign this number yourself or let RMP do it for you.

Job Status - The status of the job itself (Active, Hold, Pending, etc..)

Job Type - The type of job (Involuntary, Voluntary, Field Hit, etc...

Company Name - Your company name.

Client - The client that assigned you to the job.

Area Of Operation - This is a generalized area for you to gather open hot list and map an area of accounts to run.

Contact Information

The Contact Information is one of the most important parts of the Job Detail page. This area is where all the job addresses, employer information, client contacts, lein holder, codebtors, references and debtor relatives.

Adding a Job Contacxt - Click on "add" at the top of the Contact Information area. This will pop up a window for you to add the new job contact. First select the Contact Type (Debtor, CoDebtor, Client Contact, Lein Holder, etc..). Now type in the First Name (if company name type all in first name area), Last Name, Phone Number, Phone Type, Email address, and address (addresses are 1 line addresses ie.. 1234 Main Street, Daytona Beach, FL 32114). Once complete click "Save" at the bottom to add the contact to the job. To cancel the entry without adding the new contact click "Close".

Edit a Job Contact - Click on the name of the contact and you will be forwarded to the Contact Profile page to edit the contact information.

Mapping a Contact Address - Simply click on the address itself and a google map will pop up with the address.

Mapping All Address - Click on "Map All" at the bottom left of the Contact Information area and a google map with all the addresses will pop up.

Company Assignments/Subcontractor Assignments

The Company Assignments section is where you would assign a subcontactor to this job for outside work. You will see a list of subcontractors assigned to this job in this area.

Add a Company Assignment - Click on "add" at the top of the Company Assignment area. A pop up window will appear. select the subcontractor you are assigning the job to and the job type for this assignment. Click "Save" once you are done. To cancel the job assignment click "Close".

Remove a Company Assignment (Close Job) - Simply click on "remove" next to the company assignment you wish to close or cancel. A pop up message will appear to verify this. Click on "OK" to remove the assignment or click "Cancel" to cancel the remove request.

User Assignments

The User Assignments section is where you would assign a user to this job for inside work. You will see a list of users assigned to this job in this area. Users can be Repo Agents, Case Workers, Skip Tracers or Supervisors.

Add a User Assignment - Click on "add" at the top of the User Assignment area. A pop up window will appear. select the User you are assigning the job to and the assignment type (Repo Agent, Case Worker, etc..) for this assignment. Click "Save" once you are done. To cancel the job assignment click "Close".

Remove a User Assignment (Close Job) - Simply click on "remove" next to the user assignment you wish to close or cancel. A pop up message will appear to verify this. Click on "OK" to remove the assignment or click "Cancel" to cancel the remove request.

Asset Information

You will see the asset information in this area, VIN, Year, Make, Mode, Tag Info, Drivetrain, Body Style, Engine Type, Transmission Type, and Trim package if any. Edit the Asset Information - Click on "edit" at the top of the Asset Information area. A pop up window will appear, make the changes you wish to make and click on "Save". To cancel your edit request click on "Close".

Updates

All the job updates will be in this listing. You can add new update, refresh the listing or filter the listing.

Refresh Listing -  Click on "Refresh" at the top right of the list next to "Functions".

Add New Update -  Click on "Add New" at the top right of the list next to "Functions".

Filter Listing - Just type in the criteria you wish to filter by next to "Filter" at the top left.

Edit Update - Click on any part of the update in the listing to load the Edit Update area under the listing. Make the changes you wish to make and click on "Save" under the text area. To cancel the changes click on "Close".

Job Documents

The Docs area allows you or your clients to upload documents in the RMP Network for viewing, printing or any other purpose. Any forms you save inside the RMP Network as .pdf files will be saved to this area. You can Fax, Email or Print these forms straight from RMP.

Upload a Document - 

View a Document - 

Delete a Document - 

Job History

The Job History area is a list of actions that were taken on this job. This area will let the job read as if it were a book. From the time the job was assigned to when it was recovered and invoiced. This information is not editable.

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