Automated Close and Write-off of Uncollectible Cases Fields

Complete the following fields to process the Automated Close and Write-off of Uncollectible Cases job.

Include Cases

Field Name	Field Description
Select from Criteria	Select this option to select cases for the job based on criteria entered in the Include Cases section. If you select this option, the Include List field becomes unavailable.
Use Existing List	Select this option to include cases using a list. If you select this option, the Include List field becomes available and all other fields in the Include Cases section become unavailable.
Include List	Type the name of the list to use for including cases in the job. The list entered must be a Case or Party list.
Locations	Click to select the locations that contain the data for the activity.
Case Categories	Type the case category codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
Case Types	Type the case type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
Financial Due Date Before	Enter the date, and the job selects all cases with a due date or payoff date prior to the date selected.
Court Decision Date After	Enter the date, and the job validates the most current court decision entered after the date selected. If a court decision has not been entered for a count, then the disposition date is validated against the count with a delinquent fee. This field is only available if you select Criminal in the Case Category field.
Disposition Decision Date After	Enter the date, and the job validates the most current disposition date entered after the date selected. If a court decision has been entered for a count, the Disposition Date After is not validated. If a count on a case with fees attached does not have a court decision date or a disposition date, the case is counted as "failed" and the financial balance is not written off. This field is only available if you select Criminal in the Case Category field.
Include Active Collection Status	Type the collection status codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes. Only cases with at least one of the selected collection statuses are included in the job.
Exclude Active Collection Status	Type the collection status codes to exclude from the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
Include Extended Connection Types	Type the extended connection type codes to include in the activity. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes. Only cases with at least one of the selected extended connection types are included in the job.
Exclude Cases with Active Warrants	Select this check box to exclude cases with warrants that are active as of the date the job is run.
Exclude Cases with Active Probation Component	Select this check box to exclude cases with probation components that are active as of the date the job is run.
Exclude All Payment Plans	Select this check box to exclude all delinquent fees on payment plans from being written off by the job.
Exclude Multi-Case Payment Plans if all cases do not meet criteria	Select this check box to exclude multi-case payment plans where all cases on the plan do not meet the criteria selected for the job.

Actions

Field Name

Field Description

Job Mode

From the drop-down list, select whether to view the draft or final version of the report.

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Select Draft to run the job and identify the uncollectible cases based on the parameters selected, without performing any actions on the cases. Running the report in Draft mode also generates a report showing the uncollectible case that meet the criteria selected for the job.

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Select Final to run the job and perform the selected actions on cases that meet the specified criteria. The cases with uncollectible balances report and the cases with uncollectible balances error report are created when you run the report in Final mode.

Apply Credit to Reduce Balance to 0.00

Select this check box to apply a credit transaction to all parties with financial balances on the case that meet the selection criteria, reducing the individual balance to $0.00.

Payment Type

From the drop-down list, select the payment type for the credit.

This field is only available if you select the Apply Credit to Reduce Balance to 0.00 check box.

Add Event

From the drop-down list, select an event to be added to all selected cases.

Options

Field Name	Field Description
Include Collection Status on Report	Type the collection status codes to include in the cases with uncollectible balances report. Separate each code with a comma or semicolon. Type All to include all available codes. Click or press F4 to search for and select multiple codes.
Save as CSV	Select this check box to save the output as a comma-separated values (CSV) file.
List Name	Type a name for the list generated. The list can be retrieved at a later time for use with List Manager.