Work Management Resources

Owned by Kristafanie Somers
Last updated: Sept 27, 2024
1 min read

Management has the critical responsibility to delegate work to their teams. QFD supports work delegation through the Admin Portal, which allows leaders to determine assignment preferences for users. Some clients currently use the previous work routing methodology that is based on roles (technician, specialist, recovery, exceptions) and urgency. This configuration is referred to as "Legacy Get Next Work" in this document. A new work routing method has been released as of mid-2023 that includes Assignment Groups and work prioritization through days to act. 


Admin Portal

This document outlines how to access the Admin Portal, new and existing user management, and other functions. 

Assignment Groups

This document explains the new work routing methodology that includes assignment groups and dashboards.

QFD tasks

This document includes a download-ready pdf containing a short summary of QFD user tasks.