Overview
...
The Review New Attachment assignment is generated when a note is placed or a file is uploaded by the account holder or an intake user. Account holders can add a note and upload a file to the case if self-service is enabled. Consider if users need to notate any work relating to account holder and intake user documents emails, such as follow-up actions the user had to take in response.
...
How-To
...
Use the example claim you've prepared for the walkthrough.
Step 1: Click on the Review New Attachment button
Step 2: Review the attachment by clicking on the document link
A pop-up window will populate with the note or the file will be downloaded to your machine.
| Expand |
|---|
Note |
...
 Download |
...
 |
Step 3: Click the Apply button
Step 4: Click the Process Actions button
Step 5: Take the necessary action on the claim based on the attachment
Other Actions
...
The Other Actions menu offers additional actions and information that allows the user to effectively work the task.
...
Mark Assignment As Unworkable
Assignments that cannot be worked due to a technical issue can be marked as unworkable. This action will move the unworkable task to the Unworkable Assignment Group where leadership can review the scenario and take steps to resolve it.
Technical errors that require the task to be marked as unworkable include QFD not reflecting correct data or when a user takes an action on the task, the action does not process and the assignment loops.
Bulk Actions
...
Bulk Actions enable users to apply action to multiple disputes at once, saving the user time.
...
Bulk Take Action
This button is available when there are multiple disputes present in the selected node. The bulk action applied will impact only the disputes on the page you're currently viewing if there are multiple pages due to the number of disputed transactions.
...