Flagging Reasons All View

To view all flagging reasons, select All, located at the top of the page. When All is selected, users can Add, Clone, and/or Delete flagging reasons.

To create a new Flagging Reason:

1. Click Add.
   
   
    
2. The Add Flagging Reason dialog box opens allowing you to name and configure the flagging reason. When done, click OK.
   
   
   
   
3. When configuration is complete, the flagging reason and other fields can then be selected from the drop down menus by the agent.
   
   
   
   
4. In order for the flagging feature to operate, each agent must be assigned a supervisor but first you must declare who the supervisors are. To give a user supervisor status, navigate to the Agents screen within the administrator portal. Locate and highlight the user you wish to make a supervisor by clicking on their name. Then click on the Security tab and select This user is a supervisor checkbox.
   
   
   
   
5. Once you have given supervisor status to a user, click Update and you will be able to select that supervisor from the drop down for each agent within the General Information tab.
   
   
   
   Note: Be sure to populate the supervisors email address or they will not be notified of any flagged events.