Work Management Recommendations

After Leadership training, managers are to brainstorm how to facilitate work for their teams. This page aims to provide guidance on work prioritization and a jumping-off point for task schedules.
There is no one-size-fits-all schedule, as firms vary in departments and FTE count, so don't hesitate to reach out to your Client Success Manager for support.

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Assignment Group Prioritization

Below is the recommended order Assignment Groups should be worked. Keep in mind that not all members of your team will have access to all groups. Additionally, consider the Assignment Groups that are applicable to your team based on your firm's configuration.

Priority	Assignment Groups - Analysts	Timeframe
1	Daily Critical	Complete any tasks due today
2	Initial Review	Complete any tasks due today
3	Daily Maintenance	Complete any tasks due today
4	Next Recovery Deadline	Work until the Next Recovery Date is 60 days out
5	Later Lifecycle	Work until the Next Recovery Date is 30 days out
6	High Dollar	Complete any tasks due today
7	Final Investigation Deadline	Work until the Final Reg Date is 30 days out
8	Past Recovery	Complete any tasks due today
9	Non-Reg	Work until the Contact Date is 30 days out

Priority	Assignment Groups - Managers	Timeframe
1	Manager	Complete any tasks due today
2	Unworkable	Complete any tasks due today

Best practices

Tip	Why We Recommend This
Curate Assignment Groups for users	It's important to pair your team member's skillset with the right Assignment Group(s). Giving your team the same Assignment Groups may be necessary, but if possible, separate groups by talent and knowledge to keep your team engaged.
Create a buffer by working ahead	You may not want to wait until the last minute to submit a chargeback or review a representment. Work ahead by more than the next 7 days when capacity allows.
Review Open Task volume to identify outliers and derive actionables	Are there one or two tasks that make up the majority of your volume? Review the Open Task box to find out! If you spot any outliers, it's time to take action. Do you need another team member to help out? Is this a system issue and does a support ticket needs to be opened?
Determine how many days to act is acceptable for each assignment group	Using the dashboard to guide the work your team does is a stellar option but it's not the only one. You may find working off Next Recovery Date or Task Date in the All Tasks tab more useful. Use the All Tasks tab to monitor your team's work until they complete all tasks that meet the days to act deadline you've determined.
Craft a routine for your team or for individual members on your team	Developing a routine for your team to follow can help with work efficiency. Follow our Assignment Group prioritization guidelines and determine how much volume your team should work each day. Put it all together in a consistent schedule. For ideas, check out the Examples section below.

Examples

Below are sample Assignment Group schedules.

Schedule A
This user does not work from the Daily Critical or High Dollar assignment groups.

Daily Routine	Assignment Group	Timeframe
1	Initial Review Assignments	Complete any tasks due today
2	Daily Maintenance Assignments	Complete any tasks due today
3	Next Recovery Deadline Assignments	Work tasks until the Next Recovery Date is 60 days out
4	Later Lifecycle Assignments	Work tasks until the Next Recovery Date is 30 days out
5	Final Investigation Deadline Assignments	Work tasks until the Final Reg date is 30 days out
6	Past Recovery Deadline Assignments	Complete any tasks due today
7	Non Reg Assignments	Work tasks until the Customer Contact Date is over 30 days

Schedule B
This user's firm doesn't break out non-reg cases from reg-bound cases so they do not need to work from the Non Reg assignment group.

Daily Routine	Assignment Group	Timeframe
1	Daily Critical Assignments	Work tasks that are due within the next 7 days
2	Initial Review Assignments	Work tasks that are due within the next 7 days
3	Daily Maintenance Assignments	Work tasks that are due within the next 7 days
4	Next Recovery Deadline Assignments	Work tasks until the Next Recovery Date is 60 days out
5	Later Lifecycle Assignments	Work tasks until the Next Recovery Date is 60 days out
6	High Dollar Assignments	Work tasks that are due within the next 7 days
7	Final Investigation Deadline Assignments	Work tasks until the Final Reg date is 30 days out
8	Past Recovery Deadline Assignments	Work tasks that are due within the next 7 days