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Customer Service Activities

KPIs and quick actions for the customer service area in the Role Center. Shows open tickets, claims, and data processing status.

Opening the Page


KPIs

Tickets

KPI Description Style
Open Tickets Open customer service tickets. Standard
Tickets Awaiting Reply Tickets that require a response. Yellow (when > 0)

Claims

KPI Description Style
Open Claims Open claims. Standard
Claims Needing Action Claims that require action. Yellow (when > 0)

Data Processing

KPI Description Style
Pending Imports Imports with status "Pending". Standard
Failed Imports Failed imports. Red (when > 0)
Reports In Progress Reports currently being processed. Standard

Quick Actions

Action Description
Import Tickets Import tickets.
View All Tickets Open the Tickets list.
Import Claims Import claims.
View All Claims Open the Claims list.