The Dashboard for a Client Service Representative shows the current inventory of requests in different categories.
Section |
Description |
1 |
Determines what requests appear on the Dashboard — logging or fulfilling. |
2 |
You can choose to see requests only from a specific site or sites. By default, the Dashboard shows requests from all sites to which you are assigned. |
3 |
The Charts break down requests by workflow. |
These pie charts provide a visual representation of different request “categories.”
Ready to Work |
Hold |
Requests that can be logged or fulfilled immediately. Can be organized by Request Type or Due Date.
|
CSR = requests that YOU put On Hold. Can be organized by Reason, Request Type, or Due Date.
|
Exception |
Pending (Fulfillment tab only) |
Requests currently flagged as Exceptions. Can be organized by Reason, Request Type, or Due Date.
|
Requests currently Pended. Can be organized by Reason, Request Type, or Due Date.
|
Click here for instructions on opening a report on the requests in a "slice" of a pie chart.
The charts show requests over the last 30 days.
o Reasons — the Reason selected when the request was placed On Hold, put on Pend, or flagged as an Exception. This option is selected by default.
o Request Types
o Due Date
