Configuration ReviewScore My Team

Confi guration Review

Configuration ReviewEmployees or Configuration Reviewers will review other employees’ ConfigurationsYou will not be able to review your own ConfigurationsThe review process will require you to validate the information within a ConfigurationOnce the review is complete, you either Request Approval or Reject the Configuration

Confi guration Review

All information in the Configuration must be validated

Reading the Configuration is not validating itThe information in the Configuration must be checked manuallyEven if you know the information to be correct you must manually check it

Request Approval

If the Configuration passed the review processRequest Approval

An explanation on how you validated the configuration is requiredThe Creator and Last Updater each receive 1 Point

If the Creator and Last Updater are the same person the 2 Points are granted

The Configuration is forwarded to the Configuration Approvers for final approval

Request Approval Points are given to the Reviewer based on the following scale:

Reason Points

First Review of the Work Day +10

Second Review of the Work Day

+8

Third Review of the Work Day +6

Fourth Review of the Work Day +4

Fifth Review of the Work Day +2

Over Fifth Review of the Work Day

+1 per Review

Non Work Day Review +1 per Review

Reject Confi guration If the Configuration failed the review process

Reject ConfigurationAn explanation on why the Configuration failed the review process is requiredYou receive no Points for rejecting a ConfigurationThe Creator and Last Updater each receive -2 Points

If the Creator and Last Updater are the same person the -4 Points are applied

The Configuration is forwarded to the Creator and Last Updater for correcting

Reject Confi guration ProcessConfiguration is returned to the Creator and/or Updater to correct

Creator and/or Updater must correct the Configuration

Once corrected, the Configuration is forwarded to the original Reviewer for Approval

The person who corrects the Configuration receives 2 Points

Approval ProcessThe Configuration Approver reviews the Configuration and the reviewer’s validation notes

If ApprovedThe approver receives 2 PointsThe Configuration has completed its review cycle

If rejectedThe approver must explain why the Configuration was rejectedThe approver receives 4 Points The original reviewer receives -20 PointsConfiguration is forwarded to the original reviewer for correcting

Confi guration Review Page

The Configuration Review page contains 3 QueuesReview Queue

Pending Configurations you must review

Corrections QueuePending Configurations you must correct

Approval QueueReviewers – Configurations pending ApprovalApprovers – Configurations you must approve or reject

Confi guration Review PageYour queues will be initially blank.

To request a configuration for review click on the “Request New Configuration to Review” button.

A split-frame window is presented in order to review and edit the configuration. The upper frame is Configuration Review and the lower frame is your ConnectWise Configuration page. The lower frame may request you authenticate to your ConnectWise instance when initially launched.

Confi guration Review PageThe split-frame containing the Configuration will allow you to view, edit and save Configuration information.

Certain features for ConnectWise do not work within an split-frame, such as selecting a new Manufacturer.

Clicking on the Configuration’s name highlighted in yellow will open a fully functioning ConnectWise window for editing the Configuration.We will be releasing window layout that will fix this issue.

Confi guration Review Notifi cationWhen a Configuration is forwarded, either

passed the review process or was rejected, an instant message will be delivered to the individuals now responsible for processing the Configuration.

Confi guration Review ScoringConfiguration Review scores for past time periods are viewable by anyone in your system

You can always see your own Configuration Reviews scores using the Nilear Score My Team module

For the current scoring Time Period, other people’s Configuration Review scores will been hidden and the scores will not be ranked

Management can see all scores, at all times

Confi guration Review ThresholdsConfiguration Review can automatically shut off

during business hours when there are too many pending service or monitoring tickets

Your Nilear Administrator can set these thresholds to ensure employees are focused on tickets during busy times

Thresholds are set under Account Settings -> Configuration Requirements

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