Adding Accounts to a Worklist

This video will demonstrate how to add accounts to the Example Dispute Worklist. Please review the detail below the video for the individual steps outlined in it.

Adding Accounts to a Worklist

In this video, we'll explore how to add accounts to the Example Dispute Worklist. We'll focus on one specific method – demonstrating how to add accounts using a Logic Block.

Additional Methods

There are various methods to add accounts to a worklist:

• Agents can manually add accounts to a worklist, requiring the "Manage-Worklists" permission.

• Automatic Addition: Triggered through an action path and job.

• Integration of a Logic Block into the Selection Logic Field within Build options.

Build Options Section

To create a new Logic Block:

1. Navigate to the Build Options Section.

2. Click on the dial icon next to the Selection Logic field.

Create the Logic Block

The Logic Block will be created to return accounts that have been disputed.

Create a new logic condition, providing a Label, Description, and check 'Return Primary Account Only' if needed. Add fields and specify logic and conditions for accounts. Click Apply, then Test and review. - Save when satisfied.

Selection Logic Field

1. Select your Logic Block from the Selection Logic dropdown.

   1. “Dispute Accounts”

2. Click Apply.

Build Now

Click on “Build Now” to initiate the Build Worklist Now job.

Job Screen

After clicking Build Now, the Job Screen will pop up, indicating that the logic is being applied. When the Build Worklist Now job is complete, return to the worklist.

Overview Section

The Overview section provides details related to the accounts in this worklist. Click View to display the current worklist contents in the order in which they are scheduled to work.

Summary

In this video, we guided you through the process of adding accounts to your worklist, focusing on integrating a Logic Block into the Selection Logic Field. For more detailed insights, explore additional resources such as "Building Logic Blocks" and "Worklist Management: Adding, Automating, and Handling Accounts.”