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Purpose Statement

Quavo aims to establish and advance the industry standard in fraud and dispute management by instituting best-in-class principles and delivering unparalleled technology.

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  1. Support businesses of all sizes and their individual training needs
  2. Ensure compliance is maintained including regulatory and Association requirements  
  3. Enable both leaders' and agents' success when completing work in QFD

Training Objectives

  1. Send Provide e-training modules 4 - 6 weeks as prerequisite viewing prior to go-livetraining
  2. Facilitate remote training 2 - 4 weeks prior to go-live
  3. Publish and send out product update training on new features and Association mandates prior to these changes being released
  4. Support client training needs by creating and providing updating online learning materialMaintain a continued partnership with clients by facilitating on-demand training after going live
  5. Empower leaders to use QFD to make data-driven, tactical decisions around work management

Training Methodology

Audience

The program is oriented towards the train-the-trainer format. We find that this framing works best as we so trainers can discuss how the system will shift existing procedures and brainstorm how these shifts can be effectively communicated to agentssee how QFD works and determine where they will need to include their specific policies and processes.
We can train directly to learners by client request at any time.

Availability

We want to get the client involved as early as possible so we can host short demo sessions as the environment is being built and make e-training modules available. That way, the client audience will gain familiarity with the product which results in comfort and confidence with the system.  Remote training occurs after the client's staging (UAT) environment is built, aiming for 2 - 4 weeks prior to go-live so that the information is fresh and users can get hands-on experience.
Quavo's training team is available Monday - Friday 8a - 5p MST and can accommodate requests outside this time period given adequate notice. 

Location

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Location

Training is facilitated remotely through Zoom; however, Teams is also an option if requested. Quavo's training team will provide date/time options for each training session that needs to be scheduled so the client can select a date/time that works for their attendees. Once a date/time is selected, the training team will send an Outlook invitation with meeting information. Training sessions are recorded and then disseminated provided to the attendees.
Training can be held onsite upon client request.

Program

The training team meets with clients early in the project by hosting milestone demo sessions that show the completed functions in the client's environment. Additional demo sessions are hosted by request. 
The following underlined sections further explain the training strategy.

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Adoption Meetings

4.5 hours
TopicDuration
Operational Excellence Workshop

The workshop aims to discuss workforce management at a critical time, such as the project's nascency or before a migration effort. We'll teach new or existing clients how to manage work efficiently and offer suggestions based on how they currently distribute tasks to their teams. This session includes high-level demos of both intake and back-office so that attendees who have never seen QFD can be introduced. 

2 hours
Milestone 1: Intake Show & Tell

In this session, we'll walk through claim creation workflow, claim intake questionnaires, and what tools are available to users when following up on existing claims.

1 hour
Milestone 2: Merchant Collaboration/Add-ons Show & Tell

In this session, we'll demo and discuss add-ons and merchant collaboration workflows including Ethoca and Verifi, Mastercom and Visa, correspondence, and Get Case URL (all where applicable).

30 min
Milestone 3: Accounting/Back-office Show & Tell

In this session, we'll cover back-office work as it relates to accounting adjustments, review fees and interest, and discuss BIX (all where applicable). 

1 hour
Total demo time 
System Demo

The System Demo is Quavo’s opportunity to demo QFD processes to a wider audience. Because this session occurs before the staging environment is built, we’ll leverage a Quavo demo environment.

45 minutes - 1 hour
QFD Claim Preparedness Workshop

The QFD Claim Preparedness session is for leaders and managers. By adding QFD, leaders and managers will need to plan for the change management process at their firm with their analysts

45 minutes

Deliver e-Training Modules

e-Training modules will be sent out to help the client audience learn about QFD on their own time and at their own pace. e-Training modules can be accessed as long as needed and there is no limit to the number of users that can view and complete the modules. Quavo will update the e-training modules when the product is enhanced and new patches are released. SCORM files for the e-training modules can be downloaded and placed into the client's LMS using this link. 

Facilitate Remote Training

Train-the-trainer sessions will be held to sharpen client trainer knowledge and boost their confidence when completing work in QFD. Quavo provides remote training sessions at no cost that include both new client training and existing client up-training for new products and migrations. The following suite is offered per project

TopicDuration
Claim
Post-Recovery Assignment Work

In this session, we'll discuss the dispute workflow in the back-office, learn how to complete user assignments in the Next Recovery Deadline and Later Lifecycle assignment groups.

1 hour
Reporting Walkthrough

In this session, we'll discuss the reporting hub. We'll cover key reports (daily, weekly, monthly), know how to schedule reports, and learn how to filter data in QFD.

1 hour
Leadership Training

In this session, we'll review the manager dashboard and tools, review Assignment Groups and manager-specific tasks, and dive into user management in the Admin Portal.

1 hourTotal training time 
Intake Training

In this session, we'll tour the homepage and demo how to create a new claim. We'll walk through a few examples so that learners will be familiar with the various prompts that can populate. 

1 hour
Case Follow-up Training

We'll discuss how to follow up on existing claims and learn about the actions available to intake users.

1 hour
Back-office Basics Training

We'll tour the homepage, review the work inventory dashboard, and discuss Assignment Groups. This session will focus on the claim page layout and Case Assets available in the back-office claim page. 

1 hour
Back-office Tools & Details Training

This session will focus on the Case Rollup stages, Case Tools, and where to find important details in the back-office portal.

1 hour
Pre-Recovery Assignment Work

In this session, we'll discuss the dispute workflow in the back-office and learn how to complete user assignments in the Daily Maintenance and Initial Investigation assignment groups. 

1 hour

This training session will cover the basics of the claim intake process and how to search for an existing claim.

Session goals:

  1. Know how the claim ID is created

  2. Understand how to create a fraud claim

  3. Understand how to create a non-fraud claim

  4. Know how to search for a claim

  5. Be familiar with the Case Status and Other Actions area

1 - 1.5 hours
Back Office #1: Introduction

This training session introduces the Back Office, where analysts will work claims and complete the claim process.

Session goals:

  1. Understand how to use the Actions button

  2. Know what the Case Assets are

  3. Know how to use the various Case Tools

  4. Understand the Case Roll Up

  5. Understand the Case Tabs

1 hour
Back Office #2: Pre-Recovery Work

This training session walks attendees through the assignments analysts will work that are considered pre-recovery.

Session goals:

  1. Understand how to deal with Authorization Reviews

  2. Understand how to complete the Select Transactions assignment

  3. Know how to complete the Review Documents assignment

  4. Feel comfortable completing the Review New Attachment assignment

  5. Understand how to complete the Check for Merchant Credit assignment

  6. Know how to complete the Review Withdrawal Request assignment

  7. Understand how to complete the Review Re-Open Request assignment

  8. Feel comfortable completing the Read New Correspondence assignment

  9. Be aware of the Daily Critical assignment work

1.5 hours
Back Office #3: Provisional Credit & Initiating Recovery Work

This training session covers the actions users can take with provisional credit as well as the Next Recovery Deadline Assignment Group assignments.

Session goals:

  1. Understand how to grant provisional credit and final credit

  2. Know why you would pend a dispute at the provisional credit step

  3. Understand how to deny the dispute

  4. Know how to review recovery options

  5. Understand the steps involved with a denial or write off after provisional credit has been issued

  6. Understand how to review, execute, and process chargebacks

  7. Know to how to complete manual fraud reporting in QFD

1.5 hours
Back Office #4: Recovery Work

This training session will focus on the recovery work done in the Later Lifecycle Recovery Assignment Group.

Session goals:

  1. Understand how to complete recovery work for Mastercard (if applicable)

  2. Understand how to complete recovery work for Visa Fraud claims (if applicable)

  3. Understand how to complete recovery work for Visa Dispute claims (if applicable)

1 - 1.5 hours
Leadership Training

This training session covers topics specific to leadership/managers and the work they will be responsible for in QFD.

Session goals:

  1. Understand how to deal with Unworkable Assignments

  2. Know how to work Manager Assignments (approvals)

  3. Understand how to work with users in the Admin Portal

  4. Determine how work assignments will be approached when your portal goes live

1 hour
Reporting Training

This training session walks attendees through how to use QFD’s reporting options.

Session goals:

  1. Be familiar with Business Intelligence reports
  2. Understand how to search and find a report with legacy Reporting

1 hour
Total training time 7 - 8 hours

Prerequisites for Remote Training Sessions

Both Quavo and the client have pre-training tasks to complete to ensure the sessions are productive, insightful, and comprehensive. 

  •  Quavo to make e-training modules available to the client group
  •  Client group to complete the e-training modules
  •  Quavo/client schedules the training session
  •  Client group gathers and sends questions prior to the training sessions

Resources

The training program uses the client's staging environment to deliver information about the claim intake process and how to resolve a claim. We've created complementary learning material that is available to clients should they want to include it in their own training sessions or documentation.
Powerpoint decks and video content are available here. Confluence hosts a wealth of knowledge including claim intake questionnaires and step-by-step procedures for assignment work. The Training space and Knowledgebase are viewable to all with some exceptions

Evaluation

A survey is sent out post-go-live with the intent of gathering feedback about the client's training experience. This valuable information is sourced to improve the existing program and drive new content creationThe training team has implemented a continuous improvement policy to freely better training processes, materials, and strategies. 

New Client Best Practices

Quavo partners with clients to increase successful adoption, provide educational resources, and support a positive go-live experience. While Quavo completes technical work, clients engage with QFD content in preparation for training. 

Leverage Existing Content

Examine existing resources and learning material. Know what will remain applicable, what needs to be updated, who is responsible for the updates, and what will be deprecated. 

Review New Content

Familiarize yourself with QFD by watching e-trainings, reading through key Confluence articles, and exploring other Quavo-provided resources. If you have questions, ask! We're here to give you the info that's needed to be successful.

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Come to the demo sessions with a curious mind. Tie the new information to what you already know. Ask questions, clear up confusion, and take notes. 

Create a Plan

Armed with knowledge, create a training and content-creation plan. Establish deadlines and set up SMART goals that include updating existing resources, creating new resources, and delivering training to the right audiences. 

Reach out to Quavo if guidance or assistance is needed.

Collect Questions

Now that you have a plan and know what needs to be created, documented, and updated, make a list of knowledge gaps. If you can't find the information in Confluence, reach out so we can assist in delivering that information to you or by updating our resources. 

Attend Training Sessions

Come to the training sessions with any questions or concerns. This is your time to gather all the information you need from a QFD expert. If you need assistance with your documentation or content or need additional meetings, let us know. We're here for you!

Training Team

For additional information or suggestions, please contact the training team.

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DateSummaryAuthor
05/04/23PublishedAafie Somers
07/31/23Included remote training pre-requisitesAafie Somers
11/14/23Included Milestone DemosAafie Somers
08/08/24Adjusted multiple areas, including the Adoption Meetings and the Remote TrainingsJeanette Maack