Client Service Representative

Most users who work at specific Sites (not at a Central Intake office) will be assigned to the Client Service Representative (abbreviated as CSR) role.

CSR Permissions

Request Status

Allowed

Not Allowed

Ready to Log

 

Returned to Logging

 

Logging Exception

 

Logging User Hold

 

Logging Quality Control

 

Split

 

Ready to Fulfill

 

Pending

 

Fulfillment Exception

 

Fulfillment User Hold

 

Fulfillment Quality Control

 

Awaiting Fulfillment Approval

 

Awaiting Delivery Approval

 

 

Awaiting Certification

 

Send request to New Requester team

 

Run Request Search

 

View My Dashboard

 

Add new request

 

Enter STAT requests

 

Upload Request Letters

 

Upload Indirect Chase files

 

Add new requester

 

Administration menu

 

Process Motion to Quash (MTQ) requests