Work Order and Sort Field Dynamics

  • Published on Feb 22, 2024
  • 1 minute(s) read
  • Gina Magana
 Prev Next

This video will cover the work order and sort field dynamics. Please review the detail below the video for the individual steps outlined in it.

In this video, we'll explore the roles of Work Order and the Sort Field Options in a worklist. When agents access a worklist, the sequence in which accounts are to be addressed is influenced by two essential elements: the Work Order and the Sort Field. The Work Order establishes the account sequence, while the Sort Field specifies the criteria for sorting.

There are two Work Order selections available: Dynamic and Static.

Dynamic Work Order is evaluated in real-time and is commonly sorted by the next work date. By default, the worklist displays accounts scheduled for work today or earlier, which haven't been worked yet.

null
Image Displays Dynamic Work Order

Unlike Dynamic Work Order, Static Work Order doesn't re-sort accounts in real-time. Instead, sorting occurs when the list is initially built and remains unchanged until it's rebuilt or modified.

null
Image Displays Static Work Order

The Sort Fields Section allows you to incorporate additional criteria for organizing accounts in a worklist.

null
Image Displays Sort Fields Section

Under Dynamic Work Order, Sort Field Options include: Assigned Date Promised Payment Date Bundle and more. You can arrange these fields in either Ascending or Descending order.

null
Image Displays Dynamic Sort Field Options

Under Static Work Order, Sort Field Options include: Account Primary Demographics Bundle and more. You can sort these fields in Ascending or Descending order. Remember, the Sort Field provides additional criteria that influences the arrangement of accounts within the worklist.

null
Image Displays Static Sort Field Options

Work Order and the selections made in the Sort Field determines the sequence in which accounts appear within a worklist.