Exclusive Settings in Worklists

This video will cover the Exclusive settings in Worklists. Please review the detail below the video for the individual steps outlined in it.

Exclusive Settings in Worklists

In this video, we'll explore the 'Exclusive' setting within worklists, a feature designed to control the visibility of accounts in a worklist.

Exclusive Setting Enabled

When 'Exclusive' is enabled, it limits an account to a designated worklist, preventing it from being included in other worklists. This feature is particularly valuable in scenarios such as legal claim evaluations for accounts, where the objective is to prevent agents from handling these specific accounts.

Exclusive Setting Not Enabled

In contrast, within a "Non-Exclusive" setup, an account has the flexibility to appear in multiple worklists simultaneously. For example, when an agent sets up a payment plan for an account, if the consumer fails to adhere to the agreed-upon payment terms, the account may appear in both the agent's individual worklist and a separate worklist dedicated to tracking issues related to broken payment plans for necessary follow-up.

Summary

The 'Exclusive' setting is a tool for managing account visibility in worklists. When crafting or adjusting worklists, exercise caution in choosing between exclusive or non-exclusive settings, as it significantly influences action path workflows. For guidance on making informed decisions, don't hesitate to reach out to our support team.