Process Levels and Process Types in Rep Reassignment
- Mercedes Rothwell
- Inese Auzina
Overview: This section of the guide explains the logic that the system follows based on your choices.
You can either Add, Remove, or Replace the Rep that is assigned to the Client. The sections below describes what happens when you use each keyword in the Process Type column on the CSV file (prior to converting to an RCG). The logic the system follows depends on whether you selected Client or Account as the process level. Click the tabs to switch between the two process levels.
Change Rep – Client Process Level
If you select this list, then the system will search for the client using your entries into the Client SSN and Current Rep columns.
Change Rep – Account Process Level
If you select this list, the system will search for the account using your entry into the Account column.
Add
This keyword tells the system to add a rep code to a client folder and subfolder.
Remove
This keyword tells the system to remove a rep code from a client folder and subfolder. Designate REMOVE in the Process Type column on the CSV file prior to converting to an RCG. The system searches for a client subfolder with "Rep code to process"
Replace
This keyword tells the system to replace (change) a rep code from a client folder and/or subfolder.