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• And soon <br />Or, the main task of a work order might be complete, but secondary tasks remain. These <br />situations are where the enQuesta Task Routing Work Queue can help: It prompts the right <br />employee(s) to execute required follow -up action later on — independently of the work order. <br />WebConnectTm Account Reminders <br />WebConnect was enhanced to provide Utility customers with a popup alerting them to update <br />their personal information based on configurable time - frames. <br />When a customer opens a new WebConnect account or their personal information hasn't been <br />updated in the defined number of months, the Information Update Notice popup will display. <br />Any changes the customer makes online to their personal information are automatically <br />updated to the enQuesta databases, with no work order being created for these changes. <br />enQuesta Credit Refunds <br />We have added substantial functionality the Credit Refund processes. There is a new option in <br />On -line Posting that allows a user to enter Credit Refunds to one account regardless of the <br />active code. The user selects a reason code that is visible on the inquiry screen for future <br />references. Once the Credit Refund is entered, a Fast Fact will display and a pending <br />transaction shows in billing history. <br />With enQuesta v4.5 we now support the following business requirements: <br />• Business Rules can be defined by reason code for grace period, maximum /minimum <br />balance, approval required and approval amounts. <br />• Ability to have a grace period between the last payment date and the issuance of a <br />refund check. <br />• Ability to issue a credit refund, regardless of the balance due on the account, in the <br />event of a payment made in error. <br />• Ability to cut a check for any specified amount regardless of balance of account but not <br />to exceed the credit balance on the account. <br />• Ability to automatically generate security deposit refunds as a credit to the account <br />based on pre- defined rules. <br />• Ability to issue a check for a user - specified amount for any reason (over charges, etc.) <br />regardless of the account balance. <br />• Provide on -line reviews through work queue of any credit refunds that did not pass the <br />business rules based on the reason code: <br />• Approve <br />• Deny <br />• Add Stop Credit Refund Flag <br />• Remove Stop Credit Refund Flag <br />Notifications & Communication Preferences <br />Utilities can now give their customers the option of signing up for account -based reminders via <br />a range of methods from email to paper to SMS Text Messaging. This functionality is supported <br />via Call Center input from Inquiry Portal, as well as Customer Self- Service via WebConnect. In <br />City of Santa Ana - enQuesta Upgrade Statement of Work <br />Page 6 of 32 Proprietary and Confidential to Systems & Software, Inc. 2/16/2016 <br />Document subject to the California Public Records Act <br />