WIP Options Basics
The WIP Options form displays many settings used
to control the behavior of your Work In Progress (WIP) List.
The settings determine what displays in the WIP List
and assist in managing your contact scheduling. You
may set options on an individual basis for your Operators
and their WIP settings will be loaded when they load their
WIP List. These settings will be applied only when
accounts are worked through the WIP list.
WIP Options settings enable management to efficiently
control how operators interact with Collect! when using
the WIP List. Different operators may have different tasks.
You can apply various settings using the WIP Options
form to allow for these differences.
The most important task for management is helping
your operators working efficiently with minimal
confusion. With a bit of planning and testing, you will
be able to set up each operator's WIP List so that
they can work their accounts, following your requirements,
and quickly and easily move on to their next account.
Apply different settings one at a time and test the result.
Setting multiple flags produces different results with
different combinations, so you will want to test your
settings carefully. Try not to bother an operator with
unnecessary prompts or steps.
Through the WIP Options form you can access
WIP Filters. This opens the WIP Reload Filters form,
another useful area that enables you to control
what is displayed in the WIP List.
WIP Options form
Accessing WIP Options
The WIP Options form may be accessed in many ways.
Providing you have access to the various menus and
forms, you can use one of the following ways to get
to the WIP Options form.
1. Using the menu bar at the top of Collect!, select
System to display the drop-down menu. Select Preferences
from this menu and to display the System Setup menu.
Select the button labeled Plans and Reference Tables
and the Plans, Tables and Defaults menu will appear.
Select the button labeled WIP Options to display the
WIP Options form.
2. From the Main Menu, select the System Administration
button to display the System Administration menu. Select
the Setup and Configuration button to display the System
Setup menu. Select the button labeled Plans and
Reference Tables and the Plans, Tables and Defaults
menu will appear. Select the button labeled WIP Options
to display the WIP Options form.
3. From the Main Menu select the button labeled
Work in Progress to display your Work In Progress form.
Select the button labeled Reload and the Reload Work In
Progress List will appear. Select the button labeled
WIP Options to display the WIP Options form.
4. When on any Contact form you can select the Defaults
button to display the WIP Options form.
- WIP Options