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Overview

We recommend delivering a blended learning approach that includes Powerpoint PowerPoint decks, e-training modules, and practice in a simulated environment. Combining these three modalities creates a personalized, effective educational experience. To successfully provide a blended learning approach, we will need a library of Powerpoint PowerPoint decks, facilitator guides, published e-trainings, and user access to the staging environment is needed.

Quavo has a small but growing library of learning material to support our clients' training efforts. Please reach out to the Quavo training team if there is a learning material that must be created for your firm's internal training plan.






Agenda

The following agendas include QFD-only modules. Edit this agenda and add firm-specific modules where needed. 

Depending on business needs, not all analysts will work in all assignment groups. Adjust the training agenda to meet the learners’ roles and the work they’re expected to do.
NoteNotes: “AG” is an initialism for “Assignment Group.”", "FG" is an initialism for "Facilitator Guide".

Back-office

Modules

Topics

FG

Modality

Intro to Back-office

*Coming soon


  • Tour the homepage
  • Glance at Assignment Groups
  • Explore the dashboard
  • Learn how work is assigned

Y

Powerpoint

Back-office Preview

  • Define the back-office
    • Know about the Case Roll-up stages

    N

    e-Training

    Back-office Module 1

    • Tour the homepage
    • Glance at Assignment Groups
    • Explore the dashboard
    • Learn how work is assigned
    • Know about the claim lock and search bar

    N

    e-Training

    Back-office Module 2

    • Be familiar with the Actions menu
    • Know what actions are available and how they impact the claim
    • Define final decisions and terminology

    N

    e-Training

    Back-office Module 3

    • Explain the Case Assets section
    • Know what can be actioned
    • Learn how to add, remove, and view documents on the case

    N

    e-Training

    Back-office Module 4

    • Explore the tools available to analysts
    • Know how to access prior communication
    • Be familiar with posting notes
    • Understand how to search for transactions and related cases

    N

    e-Training

    Back-office Module 5

    • Define the Case Roll-up
    • Learn about the nodes and what work happens in each one

    N

    e-Training

    Back-office Module 6

    • Know about the Case Tabs and what information is available in each
    • Understand the purpose of each tab

    N

    e-Training

    Back-office Portal Exploration

    • Provide users with the necessary data to find claims
    • Give users practice scenarios

    Y

    Staging environment

    Intro to Casework

    • Refresh the homepage and dashboard
    • Define the Assignment Groups
    • Learn how work is assigned
    • Discuss the Other Actions menu options

    N

    e-Training

    Back-office Module 7

    • Refresh the homepage and dashboard
    • Define the Assignment Groups
    • Learn how work is assigned

    N

    e-Training

    Intro to Assignment Groups

    • Understand all relevant Assignment Groups
    • Know how work in Assignment Groups are prioritized

    WIP

    PowerPoint

    Back-office Module 8

    • Define the Daily Maintenance AG
    • Learn how to complete the Authorization Review, Check for Merchant Credit, and Enrichment tasks
    • Know how to complete document reviews and inbound communication tasks 

    N

    e-Training

    Casework Practice

    Walkthrough
    • Walk through completing Daily Maintenance assignments
    • Provide users with practice claims that include various situations

    Y

    Staging environment

    Back-office Module 9

    • Define
    Provisional Credit
    • Initial Review AG
    • Know how to make final decisions on the dispute (pay and deny)
    • Understand the pend function

    N

    e-Training

    Casework Practice

    Walkthrough
    • Walk through completing the
    Provisional Credit Review
    • Initial Investigation assignment
    • Provide users with practice claims that include various situations
    • Explore the Other Actions options
    • Cover firm-specific best practices

    Y

    Staging environment

    Back-office Module 10

    • Define the Next Recovery Deadline AG
    • Learn how to complete assignments in the Disposition, Recovery, and Fraud Reporting nodes

    N

    e-Training

    Casework Practice

    Walkthrough
    • Walk through completing the Next Recovery Deadline assignments
    • Provide users with practice claims that include various situations
    • Explore the Other Actions options
    • Cover firm-specific best practices

    Y

    Staging environment

    Back-office Module 11

    • Define the Late
    Life Cycle
    • Lifecycle Recovery AG
    • Learn how to complete post-chargeback assignments

    N

    e-Training

    Casework Practice

    Walkthrough
    • Walk through completing the Late
    Life Cycle
    • Lifecycle Recovery assignments
    • Provide users with practice claims that include various situations
    • Explore the Other Actions options
    • Cover firm-specific best practices

    Y

    Staging environment