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Matrix42 Self-Service Help Center

Managing Queue Profiles

Queue Profiles are used to manage the responsibility of a queue and the visibility of activities assigned to or created in the queue.

Adding a Queue Profile

A new profile will be added from the Navigation Item 'Queue Profile' (1) from within the Application 'Queue Management' by using the action 'Add Queue Profile' (2).

Add Queue Profile

The first page of the wizard will ask about below details

Name Description
Queue Profile Name Name of the profile. Later visible in the grid view
Queue Profile Description Description of the profile
Queue Managers Responsible(s) of the queue which might be asked for approval in case option is active.
Ask queue manager on unassignment of activity from a queue Setting to require approval (task based) on reassignment/unassignment of an activity from the queue.

Queue Profile first page

The second page is used to define ownership data to control the visibility of activities as well as the responsible role for processing them.

Defined values for Organizational Unit, Location and Cost Center are applied to the Activities created in / assigned to a Queue. Members of the role will have access to Activities of the particular profile. The members of the role do not necessarily be assigned to the same ownership data.

Default settings will be applied to the role selected within the Queue Profile. Therefore it is highly recommended to use newly created roles which will solely be used for Enterprise Queue Management. The exact settings are listed in the attachments section file 'Queue Profile Roles - Defaults.pdf'.

Queue Profile Visibility

The default category will be used as the root category for new activities.

Only child categories of 'Queue Management' will later be available as selection on activities.

Category selection

Categories should already be in place prior creating the profile.

After showing the summary the profile will be created based on the provided data and the responsible role will be given access to the Application 'Queue Management' 

Editing Queue Profile

Once created, only below attributes can be changed

  1. Name
  2. Managed by
  3. Status
  4. Default Category
  5. Description 
  6. Ask queue manager on unassignment of activity from a queue

Edit Queue Profile

 

The visibility settings of Organizational Unit, Cost Center and Location can't be changed. A new queue needs to be created on order to change these settings.