View Agent Action Items

Background Information:

Process Name:

View Agent Action Items

Role:

Agent or Internal User

Objective(s):

To view an action item in the agent portal.

Before you begin:

The agent or staff member must have a reason to be viewing the action item in the agent portal.

What happens next:

The action items are viewed by either the agent or the staff member.

 

How to do it:

#

User Action

System Response

Notes

1. 

Navigate to the Agent Portal.

SUITS displays the Agent Home screen.

 

2. 

Click the You Have [number] Action Items hyperlink on the left side panel.

SUITS displays the Action Items Agent Maintenance screen.

 

3. 

Click the hyperlink in the Subject column.

SUITS displays the relevant screen where the action needs to be taken.

SUITS will display the screen that is relevant to the action that needs to be completed. This will vary depending on what action needs to be taken in the agent account.