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To create a new Resolution:
- Click Add at the top right of the page.
- The Add Resolution dialog box will open.
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When defining the Resolution, select one of the following options from each section:
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- Description – The description field is used to specify the name of the Resolution. With this example, the agent will be able to choose Case Closed from the drop down menu.
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- Requires Notes – This checkbox determines if an agent must enter information in the Notes field before submitting the classification data. There is no character minimum for notes.
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- Flag to supervisor – If this box is checked then all interactions resulting in this resolution will automatically be flagged to the agent's supervisor for review.
- Applies to – These checkboxes determine which events you wish to apply this Resolution to.
Note: To quickly create duplicate Resolutions, click Clone to the right of the Resolution you wish to duplicate and a new Resolution with the identical settings will be created. The name of the new type will also be identical except for an asterisk added to the front of the name. To Edit the name, click on it to open the Edit Resolution window.
To delete a Resolution:
- Click Delete, located to the right of the Resolution you wish to delete.
- A Delete Confirmationconfirmation window appears. Click OK to confirm the delete.
- The Resolution is removed from the list.