...
Assignment groups are assigned at the user level by those with Admin Portal access. Work can be segmented by Claim Reason Type (Fraud, ATM, Dispute, etc.), Claim Type (ACH, Card, Wire, etc.), and Assignment Groups. A user must have a default assignment group selected which is the assignment group the user defaults to when they sign in. Users can have as many or as little assignment groups selected. Users are able to select between any assignment group they're assigned to change which group work is being pulled from.
...
| Info |
|---|
With the release of QFD version 25.01, new options are available for assigning specific tasks to individual users. These options were implemented to help teams onboard new analysts by enabling them to limit the scope of work that individual users pull from Get Next Work. See Working Specific Tasks for more details. |
| Panel | ||
|---|---|---|
| ||
Definitions |
Card Claim Reason Type
The below claim reason types apply to card disputes:
...
Credit Card: This is a credit card.
Deposit: This is a deposit account.
| Panel | ||
|---|---|---|
| ||
How To |
Step 1: Access the Admin Portal
...
If their view doesn't update, have the user clear their browsing data
...
| Panel | ||||||
|---|---|---|---|---|---|---|
| ||||||
|
With version 25.01 of QFD, the following two options are available for limiting the scope of work assigned to specific users. These options are intended to help onboard new resources, enabling users to expand the scope of their work as their capabilities grow.
Assign Specific Tasks (Manager Controls)
When setting up assignment groups for users as described in the “How To” section above, administrator now have the ability to select specific tasks within the following groups:
Daily Critical
Daily Maintenance
Initial Investigation
Late Lifecycle Recovery
When specific tasks are selected, only those tasks will be delivered to the user via Get Next Work.
Filter Tasks (User Controls)
When configuring a user, administrators have the option to “Enable Assignment Drill Down”. When this option is enabled, and the user is included in one, or more, of the following assignment groups, they’ll have the ability to filter for specific tasks within those groups.
Daily Critical
Daily Maintenance
Initial Investigation
Late Lifecycle Recovery
| Info |
|---|
See the Work Assignments report for a list of users that are configured to receive work and details about the type of work they are configured to receive. |