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Work Queue

Any existing work items appear on the CBOS home page:

work_item4

The icons in the Flag column provide specific indications for the associated work items.

After a merchant is in context, the work items regarding that merchant are listed in the lower part of the Merchant Summary tab. When a merchant is in context, you can view the closed work items for that merchant by selecting the Work Queue History tab.

work_q_history

Work Queue items display, based upon security group and user entitlements. Work items have different entitlements. including:

Note: Users can set filter criteria to display only those work items that fit their work style or need.

In This Chapter

Flag Column Icons

Searching the Work Queue

Open a Work Item

Adding Action Items

Modifying Action Items

Adding Work Items

Modifying Work Items

Adding Attachments to Work Items

Work Item Attachment File Types

Working with Unassigned Work Items

Moving a Work Item to a New Work Queue

Set a Queue as Offline and Forward Its Work Items to Another Queue

Printing Work Items

Round Robin Groups

Work Item Disposition Report