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2: Select Transaction

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Overview


The Enrichment step is where QFD grabs additional transaction details for the disputed activity. There are multiple tasks in the Enrichment node. On this page, we'll review the most common, which is Select Transaction. 



How-To


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Other Actions


The Other Actions menu offers additional actions and information that allows the user to effectively work the task. 

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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. 


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