Scenario


You have a list of property / water service IDs that have been referred to debt recovery and you need to add the flag and alerts to the properties in bulk. This is a reversible process - you can run this process to both add and remove property debt recovery status flags.



Steps to Execute


You will need:

  • A list of property / water IDs that you would like to update, with debt recovery selection codes and dates in the format of the attached file. 
    • Note: this file is a list of just the ones you want to update. 
  • It must be saved as a .csv
  • It must have only valid entity (property or water service) IDs, and selection codes (from selection type PRPDBTSTGE (property) or WTRDBTSTGE (water))
  • It must have no duplicate property / water IDs.
  • It must have the right "Entity ID" in this file, for each ID - you can have both types of entities in the same file. ("Property" or "Water")
  • It must be named "debt_recovery_statuses.csv"


Steps:

  1. Upload your CSV to your USRAREA server folder in the P&R suite. 
  2. If you've done this before, your old one may still be in there - make sure you overwrite the old file. 
  3. Navigate to the ETLs screen and run the ETL named "Update debt recovery statuses on properties" (AT_DEBT_RECOVERY_STATUS_FIELDS_UPDATE).
  4. Hit run and wait for the ETL to run. It can take some time so be patient.
  5. When the ETL is finished you will have an email in your inbox with a copy of the file you uploaded. 


Note:

  • To remove the flags on properties in bulk, simply run an import as above with the "NA" flag (and any date) for each property / water service you want to clear.


Reporting:

To access the information you've now updated within OneCouncil:

  • Property:
    • Navigate to the Property Enquiry (search) screen.
    • Switch to column view, and add columns labelled "Property Debt Recovery Stage" and "Debt Recovery As At Date"
  • Water:
    • Navigate to the Water Service Enquiry (search) screen
    • Switch to column view, and add columns labelled "Selection Code 2" and "Date 2".
    • (These are the same thing as the property view, the columns are just named generically)




Appendix 1:

Property Debt Recovery Stages:



Appendix 2:

Water Service Debt Recovery Stages: