Queues & Tasks Assignments
How to add a queue
Queues are created to specify and organize the reviewing and collecting data process of a specific units that will match the pre-defined criteria of the queue.
Click on the Queues tab from the side screen, then click on Add New Queue as shown on the screen below.
The following screen will appear, only basic information and survey system types filter are required to fill.
How to delete a queue
From the Queues page, click on the delete icon next to the queue you want to delete it.
How to deactivate a queue
From the Queues page, click on the edit icon next to the queue.
Select Basic Information then uncheck the check box Active.
If the date of the queue is expired, the queue will deactivate automatically.
How to duplicate a queue
From the Queues page, click on the duplicate icon next to the queue.
Edit Arabic and English name if needed, then click on Save.
How to assign queues
It is the process by which it is determined who will work on this queue, for example, a queue is assigned to a specific person to pull surveys and work on them.
Click on the Assign Queue tab, select the queues and arrange them, select the users to assign the queues to, then click Save.
- The order and priorities of the queue will affect the work, the system will retrieve all available units from the first queue and then will move to the next queue in the list.
How to create a queue for a specific geographical level
From the Queues page, click on the edit icon next to the queue.
Click on Geographical Filters.
Select the geographical level then click on Save.
The check box next to geographical level is used to select more then one geographic location
How to create a queue to review a field worker work or a supervisor team work
From the Queues page, click on the edit icon next to the queue.
Click on Field Team Filters.
Select the users then click on Save.
The check box next to user level is used to select more then one user
How to create a queue to review an agent work
How to create a queue to review/complete data collected from self service source
From the Queues page, click on the edit icon next to the queue.
Click on Survey system type Filter, then check Weblink checkbox.
Click on Survey Completion Status Filter, then check the required checkboxes.
How to create a queue to review/complete data collected from field workers from the personal interviews
From the Queues page, click on the edit icon next to the queue.
Click on Survey system type Filter, then check Field checkbox.
Click on Survey Completion Status Filter, then check the required checkboxes.
How to create a review and approval work-flow between team
From the Queues page, click on the edit icon next to the queue.
Click on Survey Review Status Filter, then check the required checkboxes.
How to review all unit returned back from call center users
From the Queues page, click on the edit icon next to the queue.
Click on Call Center Status Filter, then check Returned Back to Queue checkbox.
How to create a queue to work on all questionnaires transferred from the field
From the Queues page, click on the edit icon next to the queue.
Click on Call Center Status Filter, then check Transferred From Field checkbox.
How to create a queue to follow-up on all questionnaires transferred to self service from call center
From the Queues page, click on the edit icon next to the queue.
Click on Call Center Status Filter, then check Transferred to Web checkbox.
How to create a coding queue
From the Queues page, click on the edit icon next to the queue.
Click on Basic Information, check Coding Queue checkbox, select to be coded question then select level.
- The level here represents the level of details to code on from the coding lockup.
How to re-order queues priorities
Open Roles & users page, click on specific role, then click on users.
Click on queue icon, then re-order the priority by drag and drop move.
- From the same window you can define the workload for each queue for this specific user.
How to define a workload for each user per queue
Open Roles & users page, click on specific role, then click on users.
Click on queue icon, then insert workload for each user per queue.
How to de-assign a queue
Open Roles & users page, click on specific role, then click on users.
Click on queue icon, then uncheck the required checkbox.
