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Clarify training
training
17
Business
07/05/2011
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Term

 

 

 

Clarify

 Definition

is a database used to document and store information on:

•         Internal and external activities concerning clients and worksite employees

•         Business interactions

•         Service History

•         Interdepartmental communications

Term
true
 Definition
 
 

Clarify will send you an e-mail when a commitment date approaches
Term

false

 

 

log notes are for internal use only

 Definition
Log notes are for internal and external use
Term
TRUE
 Definition

When creating an e-mail you can send a Due Date and Commitment Date.

Term
 Definition
Term

Dispatch - Cases should be dispatched if other groups are needed in order to assist you with resolving the issue.

Definition
In what circumstances should I be dispatching a case
Term

Yank - A case should be 'yanked' if you are completing an issue for an Associate who is on leave or if the case is for your Client.

Definition
In what circumstances should I be yanking a case
Term

Assign - Assigning a case is an action that should be used sparingly and in specific situations. For example, if you have been asked specifically to assign a case to a particular person who will be taking over the issue. Assigning a case to a specific person incorrectly could potentially cause problems if the person is out of the office or unavailable, the case could remain unresolved for a period of time.

 

 Definition
In what circumstances should I be assigning a case?
Term
ACCEPT
 Definition
 

When new work arrives in one of your queues or someone dispatches a case into your queue, you will need to _______________ the case in order to work on it.

 
Term
dispatch
 Definition

The ___________ function will allow you to reassign a case from one of your WIPBins to another queue.

 
 
Term
move
 Definition

___________ function will allow you to reassign a case from one of your WIPBins to another WIPBin.

Term
assign
 Definition

The _________ function is used if you want to give a case to a particular person.

Term
accept
 Definition

You must __________ a case in order to work on it.

Term
closed
 Definition

When closing a case because the issue was resolved, the status box should be marked as:

Term
false
 Definition

The resolution dropdown box is optional and does not need to be completed.

 
Term
Commitments
 Definition
allow users to establish timelines and guidelines as to expected follow-up and resolution.
Term
 Definition