The workspace toolbar is located on the top of all workspaces. Below is an overview of the Toolbar icons that can be configured by system administrators:

Icon	Description
	When the Person Verification functionality is active, a person verification screen displays upon opening a person workspace through a Search. This screen contains security information used to verify a person’s identity.  If configured to appear on the workspace toolbar, users can click this icon to turn Person Verification messages on or off for their user. The Person Verification icon is configured to appear on the workspace toolbar in System Management > Areas. The Security Information that displays within the Person Verification message can also be configured by administrators. For additional information, please see the Areas topic within this Guide.
	The Queue Contents icon opens the list of accounts in the queue and provides access to other accounts in the current queue. This feature is controlled by the system administrator in System Management > Areas. If no queue is selected, the button is disabled.
	The Create New Case icon can be selected by users to create a new case for the person in the workspace. The ability to use this feature is a security permission set by the system administrator on the Permissions tab in System Management > Users and System Management > Groups > Security Groups.            Please see the Users and Security Group topics within this Guide for additional information regarding User Permissions. To learn more about Case Customization, please see the Case Admin Introduction topic within this guide.
	The Tools drop-down provides users with quick links to external websites. The websites that appear within this drop-down are defined by system administrators in System Management > Hyperlinks. Queue Analyzer, Credit Reporting and Skip Trace functionality are also available in this drop-down.
	The Area drop-down identifies the area being worked, as well as other areas that are available to each user. The Areas available to each user are assigned by the system administrator in System Management > Areas. Areas are also assigned to individual users in System Management > Users and System Management > Groups > Security Group. For additional information on Area configuration, please see the Areas topic within this guide.
	The Queue Selector drop-down displays the name of the queue being worked and can be selected by users to see a list of available queues as well as navigate to other queues. The Queues available to each user are assigned by a system administrator in System Management > Collections > Collection Queues. The Queue Selector drop-down is configured to appear on the workspace toolbar in System Management > Areas. It is here that system administrators also define whether an information icon appears within this section to display the number of persons and accounts remaining to be worked in that queue.
	The Get Next button allows the user to advance to the next person in the queue. This feature is controlled by the system administrator in System Management > Areas. If no queue is selected, the button is disabled.   System administrators can configure icons to appear in a column within the Related Accounts panel to identify the accounts that must be worked before selecting Get Next. For more information on these icons, please see the Top Area Screen section of this topic.

The Person Summary Panel is designed to provide a quick, high-level overview of a person. The information that appears within the top of this box is system-defined, and cannot be configured by system administrators.

Administrators can configure additional fields and/or aggregated information to appear below the system-defined data to provide quick access to important information for the person in context beyond demographics, such as the total number of promises and/or delinquent accounts for the person, if a case exists for the person, or if the person is an employee.

By configuring Presentation rules in System Management > Collections > Rules Management and assigning them to this area of the workspace in System Management > Areas, administrators can eliminate the need for users to search for information, and increase the time spent on recovery efforts.

Rule Configuration

Rules for the Person Summary Panel are configured in System Management > Collections > Rules Management. Use the following table to assist with configuring business rules to execute within the Person Summary panel:

Action Template	What it Does	Category Selection
add a field to a panel	Adds a field to the Person Summary panel- label, order	Presentation
add a field to a panel with attributes	Adds a field to the Person Summary panel- label, order and then attributes include size, color, and style	Presentation
add a line to a panel	Adds a line to Person Summary panel	Presentation

All Rules created under the Presentation category in Rules Manager are available to be assigned to the Person Summary panel from the Rules tab on the Area Configuration screen in System Management > Areas. To learn more about Area configuration, please see the Areas topic within this guide.

When rules are assigned to the Person Summary panel, a loading message displays within the panel while the assigned rules execute:

Please see the Rule Authoring topic of this Guide to learn more about authoring rules for the Person Summary panel.   

The Left Navigation Panel displays three tabs: Favorites, Screens, and Workflows.

Tab	Description
Favorites	Contains a list of commonly used screens and workflows. This tab is managed by users by clicking the  icon.
Screens	Contains a list of screens available to the user. These screens are created and managed by the system administrator in System Management > Screens and are configured to appear within this tab in System Management > Areas.
Workflow	Contains a list of available workflows. These workflows are created and managed by the system administrator in System Management > Workflow > Workflows and are configured to appear within this tab in System Management > Areas.

The Overview Screen appears in the lower section of the workspace and is used to display information on the person in context, as well as the account or case in context.

The Overview screen is a Person screen created by the system administrator in System Management > Screens where it can be configured to include Person, Account or Case panels that populate to display information regarding the specific account or case type in context. 

Once this screen is created, administrators can map it to the overview tab section of the workspace while configuring an area in System Management > Areas.

       

The top area screen appears within the top section of the workspace and displays all account and case information for the person in context when configured to include the Related Accounts and Related Cases Panels.

For these panels to display, system administrators must configure a Person screen to include the Related Accounts and Related Cases panels in System Management> Screens. 

When configuring the Related Accounts panel, there are fields that can be added to display an icon within a column of the panel. These icons alert users to important account information, such as which queue an account is in, or if the account is associated with an open case. Hovering over the icon immediately displays the account information in the workspace. Reference the table below to assist with identifying these fields, the icon that displays when the field is configured to appear in the panel, a description of the icon, and the information that appears as the icon is hovered over in the workspace:

Field Name	Icon	Description	Tooltip
Delinquency Indicator		The account is delinquent. System administrators are also provided with the ability to display delinquent accounts with different text and background color in the Related Accounts grid. This configuration can be made using the DQ Accounts Style parameter in the General tab of the configuration window for the Related Accounts Panel in System Management > Screens. For more information, please see the General section under Panels in the Screens topic of this guide.	This account is delinquent.
Queue Info	Empty Box	The account is not in a queue.	No message displays.
		The account is in the current queue.	This account is in the queue being worked.
		The account is in the current queue and must be worked before selecting Get Next.	This account is in the queue being worked and must be worked before getting next.
		The account is in a different queue.	This account is in the [name of queue] queue.
		The account is in a different queue and must be worked before selecting Get Next.	This account is in the [name of queue] queue and must be worked before getting next.
Account Case Indicator		The account is associated with one or more open cases.	Case Number(s) and Case Type(s).

Once the Person screen is created, administrators can map it to the top area section of the workspace in System Management > Areas.