REMOVING CHK AFTER BANKING TASK -Guide for admin team

MAKE SURE ACCOUNT NOTES ARE CURRENT.

IF THERE'S ANYTHING IRRELEVANT OR NOT APPLICABLE ANYMORE, MAKE SURE TO DELETE. ESPECIALLY THE ONES THAT WERE ADDED WHEN ACCOUNT WAS PUT INTO CHK.

Account notes should be in format - name- day/month/year that note was added

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When doing this task need to understand account terms to see if account is still OVERDUE or not

if customer is COD the account definition of overdue is different to customer that is has account i.e has ACC after name in pinnacle

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TRAINING STEPS

stage 1

check thru as per guide in video but dont make any changes until checking with manager

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