Adding Work Queue Tasks from the Customer Search Screen

Procedure

To add work queue tasks from the Customer Search screen:

1. Select Customer Analysis.
   The Customer Search screen appears.  

2. Enter search information for the customer. How?

3. Click Search.
   The Search Results section lists all customers meeting the search information.

4. In Search Results, select the check boxes for the customers you want to move.

Note:  When you select more than one customer, you create the same task assigned to the same user for all the customers selected.

5. Select Move to Work Queue.
   The New Work Queue Task screen appears.

6. Select the work queue process for which you are adding the task.
   The Task list contains the tasks associated with the process you select.

7. From the Task list, select the task you want to add.
   If you select an automated task that has parameters defined for it, the parameter fields appear on the screen.

8. Enter any additional information for the task, including any parameter values.

Note:  If you create an automated task, when you click Save the automated process starts.

9. Click Save.
   The Work Queue Task Details screen appears.

Notes:

• If you moved more than one customer to the work queue, the Work Queue Task Details screen displays only the name for the customer that appeared first in the Search Results section when you selected the customers. However, the task has been created for all the selected customers.

• When you click Save for a manual task, the Action Items section displays any predefined action items. You can also use the Action Items section to add action items for the task you just created. How?