When creating a new procedure step, you will be asked to define the type of step. Below you will find a list of the different procedure step types and their explanation.
- Reminder
With this type you send the debtor an automatic reminder (PDF or email). You'll need to create a template for this step. This step will be visible in the Workspace lists on the tab Worksheet.
(* learn more about templates) - Telephone:
Phone call to the debtor. This step will be visible in the Telephone lists on the tab Worksheet. - Warning:
Send an automated warning to a number of self-defined recipients (internal or external). This step will be visible in the Workspace lists on the tab Worksheet. - In outsourcing:
Places the debtor automatically in the status 'In outsourcing'. This step will be visible in the Workspace lists on the tab Worksheet.
View our related article: How can I add more recipients to a 'Reminder' procedure step?