Allocation

Note

This feature is only available to users with either the Allocator or ServiceAdmin role.

In circumstances where there are:

• a high volume of transactions for a Tell Us or,
• there are long conversations with personal interaction preferred

then allocation can be used.

Allocation allocates a transaction to a Service User.

Note

Allocation does not prevent the transaction being seen or acted upon by another user.

Allocation and un allocation

Allocation is available to the Service Admin role. It can be done on a singe transaction in the transaction details or from the "Allocations" menu where multiple responses can be allocated / un allocated.

Responses can be allocated to a Service User.

Viewing allocation

The current allocation is shown in all the transaction lists and can be filtered in the usual manner.

All open transactions currently allocated to the logged on user are shown in the "My Transactions" menu.