Service Creatio, enterprise edition
PDF
This documentation is valid for Creatio version 7.15.0. We recommend using the newest version of Creatio documentation.

Processing cases from a regular queue in the agent desktop.

Let's take a look at the typical procedure to process applications via the agent desktop using a regular queue. When an agent an employee takes a application from a queue to process it, the “Agent desktop: Queue cases processing” business process starts.

Note

You can set up your own business processes to handle the applications in your company.

To start working on a case from a regular queue:

1.Select the necessary record from the list and click the [Open] button (Fig. 1). When the agent takes a case, it is no longer is visible on the agent desktop for other agents.

Fig. 1 Taking a case from a regular queue

scr_section_agent_desktop_take.png 

The page of the selected case (Fig. 2) will open. with the following information:

The value in the [Status] field changed to “In progress”;

The agent who took the case is specified as the assignee;

The [Actual response time] field is filled in with the current date.

Fig. 2 — Page of a case in progress

scr_section_agent_desktop_case_page.png 

2.Perform one of the following actions:

To process the case, change its status. For example, specify the “Resolved” status. 

After you save the page, the [Agent desktop] section will be displayed again. The processed case will be removed from the queue.

To postpone processing the case to another specific time, click the [Postpone till] button and enter the date and the time.

Click the [Submit] button to return to the agent desktop. The case will not be displayed in the agent desktop until the specified processing time comes. After that it will be displayed at the top of the list in the queue of the agent  who initially took this case.

To put off processing the case , click the [Re-queue] button.

The [Agent desktop] section will be displayed again.

To cancel processing the case, click the [Cancel] button.

You will return to the agent desktop and the case will be queued back to the same position it had before you started processing it.

See also

Agent desktop overview

Managing records displayed in the agent desktop via regular and blind queues

Sorting records on the agent desktop

Processing cases from a blind queue in the agent desktop

How to process cases from incoming calls on the agent desktop

The [Agent desktop] section

How to set up a regular or a blind queue on the agent desktop

How to sort queue elements on the agent desktop by the object columns

The [Queues] section

Did you find this information useful?

How can we improve it?