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Loan records that have been manually assigned to a worklist will not be reassigned by the Work Assignment application. Use the Manual Assignment Report to determine which loans have been manually assigned.

An account may require manual assignment to another worklist for many reasons. For example, a family member appears in a collectors worklist. The collector would probably not be the best person to collect on one of their family members. This client's accounts should probably be assigned to someone else. Since the worklist list conditions placed the account in this worklist, to move it out of this worklist would require it to be manually assigned to a different worklist. Any manually assigned accounts will appear on this report.

Access to this report is controlled by your Security Profile.

• Select Manual Assignment from the Reports tab.
• Click Run Report.

• The report will be generated using the default settings. For this report, the default settings are all loan records that you manually assigned to a different worklist in the current month. The loan will be included provided it is Active or Charged-off and is delinquent and/or locked.

• If you wish you can change the default settings.

  Default Settings	Description	Changes to Default Settings
  Assigned By	Select one or more users. Some users may only be able to see their own activity as determined by their Security Profile.
  Loan Status	Select loan status(es).
  Assigned Date Range	Select assigned date range.
  Worklist	Select worklist(s). Some users may be restricted to their own worklist, depending on their Security Profile.
  Delinquent Locked	Select the delinquent/locked status.

• Click View Report.
• If you wish to save, print or export the report, select the report destination.

Report Information