Creating a Worklist

This video will demonstrate creating a sample dispute worklist. Please review the detail below the video for the individual steps outlined in it.

Creating a Dispute Worklist

In this video, we'll guide you through creating a worklist for managing disputes.

Note

Before creating a new worklist, assess specific needs and review existing configurations.

Configurations for Example Worklist

For our example Dispute Worklist: Set the Worklist type to User to assign a Dispute Agent. Choose Dynamic for the work order to organize accounts by Next Work Date for timely resolution. Enable the Exclusive setting to restrict dispute accounts to the Dispute list, preventing other agents from accessing them.

Steps to create your worklist

1. Go to Workflow → Worklists

2. Choose "New" and input essential details in the Information Section

3. Worklist Type: User

4. Worklist Order: Dynamic

5. Exclusive: Yes

6. Specify additional options like Work Required, Work Bundle, and Is Supervisor.

7. Click Apply

Users Section

In the Users section, include users assigned to handle Dispute accounts.

Additional sections

Complete the additional sections such as:

• Rules: Define specific rules.

• Build Options: Add accounts to the worklist.

• Sort Fields: Determine sorting criteria.

Click Save when completed.

For detailed explanations of worklist sections and fields, refer to the "Worklist Sections and Fields" documentation.