This article applies to lenders or forwarders using Switch





Step 1: Hover on Requestor's Menu and select Schedules 


Step 2: Under RCS Schedules tab Click Create RCS Schedule 


Step 3: Name your schedule 

Step 4: Give your schedule a brief Description 

Step 5: Select Status 

Step 6: Create desired number of Placement levels 

Step 7: Name your placement levels 

Step 8: Input the Number of Days you would like a case to reside in that placement 

Step 9: Select the Vendor(s) for each placement created 

  • Add the Distribution percentages for each vendor

Step 10: Determine case(s) action in Final Placement 

  • Close case(s) - Automation

  • Keep case(s) Open - No Action 

  • Rotate final placement (Round Robin) - Automation 

Step 11: Click Save