To provide a seamless training experience that allows learners to focus only on relevant content, we must prepare by confirming system access, creating examples, and crafting supporting documents that promote our success.
Checklist
Below is a checklist that includes the minimal actions needed to facilitate intake training. There may be internal tasks that must be considered.
Gain access to the staging environment
Create an intake user profile following the instructions here (Access group: Intake User)
Ensure the learner group has correct access to QFD
Retrieve test accounts by reaching out to internal tech partners or review the existing claims in the staging environment
Create four claims following the instructions here
Fraud claim: Stolen
Fraud claim: Card secure
Dispute claim: Charged more than once
Dispute claim: Quality
Confirm the requested documentation screen shows for the following, where applicable
Card Dispute: Charged More Than Once
Card Dispute: Credit Not Received
Card Dispute: Statement of Dispute
Card Dispute: Statement of Fraud
Action the four claims so you have a variety of examples following the instructions here
Study this training guide and synthesize its content into your learning plan
