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- Show “Assigned to all my groups” and “All open and updated by Email > All Priorities” periodically. To accept or assign a call:
- In assigned group, begin typing chem – the select the assigned group of Chemistry (standard desktop response) or
- Not really used, as of 3/1/16: Set the assigned group to Chemistry (L2) for calls which require engineering / development / advanced troubleshooting. This may also be changed after initial assignment when needed.
- Select the assignee from the drop down list.
- Check the “Unassigned”, and see what you can help with, or if something needs quick attention from someone.
- Open un-edited calls and
- Set the Service typecategory (Select a Service is the default).
- No longer done: Set the product classification (works best if it will recognize a product name)
- Select the Reported Source (email is default).
- Assign to a group member if appropriate
- SAVE changes
- Set the Service typecategory (Select a Service is the default).
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