Understanding the Dashboard
User's can use the Work Management Dashboard to review the overall health of the Assignment Groups and prioritize what queue needs to be completed on a daily basis, Management can update the users assignment group or assign multiple Assignment Groups to a users operator. Users are able to view a dashboard for each Assignment Group available to their operator.
There are
...
four main sections to the user's dashboard view. Click on the links below to understand each section of the dashboard:
1 - Get Next Work
2 - Dashboard Assignment Group
...
3 - Assignment Group Summary
4 - Dashboard Details
| Anchor | ||||
|---|---|---|---|---|
|
Get
...
This controls what the user will pull when "Get next work" is clicked. The options available are driven from the assignment groups assigned on the operator.
Dashboard Assignment Group Drop Down (2)
The assignment group drop down is how the manager can toggle between the different assignment group dashboard.
Assignment Summary (3)
...
Next Work
Similar to the functionality today, clicking Get next work will present the most urgent assignment to the user. The dashboard Get Next Work allows users to select between Assignment Groups they have assigned to their operator. Managers can update the users operator and add multiple Assignments Groups through the Admin Portal.
When an Assignment Group's queue is cleared, and there is no available work from the Assignment group the below screen will be displayed.
When an Assignment Group is completed, the user can click on the Get Next Work dropdown and select a new Assignment Group to pull the most urgent work.
| Anchor | ||||
|---|---|---|---|---|
|
Dashboard Assignment Group
The Assignment Group section allows users to toggle between Assignment Groups assigned. Users can utilize this dropdown to update the Assignment Summary/Details view important queues that need to be completed.
| Anchor | ||||
|---|---|---|---|---|
|
Assignment Summary
After a user selects an Assignment Group the Summary section will update to show the user the number of claims/tasks (assignments) approaching deadline in the next 7 days.
Team (4)
The team section will display all the users assigned to that specific assignment groupUsers will have access to view the Summary dashboard view on any Assignment Group they have assigned to their operator.
| Anchor | ||||
|---|---|---|---|---|
|
Dashboard Details
The Dashboard Details section provides a list of details for the Assignment Group. Each section can be expanded to provide users a better understanding of the volume in the queue.
Team
The Team section displays all users assigned to the selected Assignment Group. A manager can also click on the users details to view all assignment groups configurations on that specific user.
Open Tasks
...
The open tasks shows a summary Open Tasks provides a list of all open tasks in the selected assignment groupAssignment Group.
