The **Supervisor Dashboard** is similar to Agent dashboard. Supervisor dashboard will show Unresolved, Overdue, Due Today, Open, On Hold, and Unassigned. View the Dashboard to determine your first course of action: **Assigning Tickets.**
Zoom Saved
Assigning Tickets to Agents
2
Click **Unassigned.**
Zoom Saved
3
Click the case(s) you want to assign to an Agent.
Zoom Saved
4
After reviewing the ticket's information, select the Agent for assignment on the **right** side under 'Agent'.
Zoom Saved
Alert! Assigning tickets manually will depend on the rules for ticket assignment which were identified and can be updated as needed.
5
Select the Agent.
Zoom Saved
Ensure the Agent being selected has the ability to take the case.
6
Click "Update"
Zoom Saved
7
Click this icon to clear the Properties Updated notification.
Zoom Saved
8
Optional: Click **Resolution Due: Edit** if this particular Client's SLA timeline is different than the standard.
Zoom Saved
Ticket Follow Up After Assignment: Dashboard
9
For **Overdue** ticket review, click **Overdue.**
Zoom Saved
10
**Sort** the tickets by the dropdown.
Zoom Saved
11
**Select** how the system will organize the Overdue tickets.
Zoom Saved
Tip! You can see tickets in a number of different ways : from status, to client, to contact, etc., in the Dashboard view. Tickets also have a refined **Ticket Filter** **sidebar** to allow for specifics when searching for tickets.
12
Click the case to review.
Zoom Saved
13
**Review** the case correspondence.
Zoom Saved
14
Click "Add note" to add an internal note to this case.
Zoom Saved
Tip! Notes are internal and only for directly relevant case notes. Clients cannot see notes added to the ticket.
Was this Scribe helpful? Save this document for future reference.
Save for Later
Have something to say?Create an account to leave messages for the author to see!Create an account
Feedback
This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe