10.1 Create Queue Maintenance

This topic describes the systematic instructions to create queue maintenance (referral queue).

  1. Click Account Configurations, and under Account Configurations, click Queue Maintenance.
  2. Under Queue Maintenance, click Create.
    The Create page displays.

    Figure 10-1 Create Queue Maintenance



  3. Specify the fields on the Create page.

    Table 10-1 Create Queue Maintenance - Field Description

    Field Description
    Queue Name Specify a name for the queue. For example, BalanceExceptionQueue and AccountValidationQueue.
    Description Specify the description of the queue.
    Link Exceptions Specify the exceptions from the list and link it to the queue.
    Approvals Displays all the linked exceptions and allows users to set single or multiple levels of approvals to the queue.
  4. Specify all the details and click Save to complete the steps or click Cancel to exit without saving.
    The Queue is created.

    Note:

    At this point, the status of the Queue is Unauthorized. A user with a supervisor role has to approve the Queue. After approval, the status changes to Authorized, and the Queue is available for use by another process.
  5. Approve the Queue.
    To approve or reject Queue, see View Queue Maintenance.

    Note:

    As a maker of this configuration, you cannot approve it. It has to be approved by another user with a Supervisor role.