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Configuration Review. Score My Team. Configuration Review. Configuration Review Employees or Configuration Reviewers will review other employees’ Configurations You will not be able to review your own Configurations - PowerPoint PPT Presentation
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Configuration ReviewScore My Team
Configuration ReviewConfiguration Review
Employees 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
Configuration ReviewAll 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 ApprovalIf the Configuration passed the review process
Request ApprovalAn 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 PointsFirst Review of the Work Day +10Second Review of the Work Day
+8
Third Review of the Work Day +6Fourth Review of the Work Day +4Fifth Review of the Work Day +2Over Fifth Review of the Work Day
+1 per Review
Non Work Day Review +1 per Review
Reject Configuration 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 Configuration ProcessConfiguration is returned to the Creator and/or Updater to correctCreator and/or Updater must correct the ConfigurationOnce corrected, the Configuration is forwarded to the original Reviewer for ApprovalThe person who corrects the Configuration receives 2 Points
Approval ProcessThe Configuration Approver reviews the Configuration and the reviewer’s validation notesIf Approved
The 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
Configuration Review PageThe Configuration Review page contains 3 Queues
Review QueuePending Configurations you must review
Corrections QueuePending Configurations you must correct
Approval QueueReviewers – Configurations pending ApprovalApprovers – Configurations you must approve or reject
Configuration 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.
Configuration 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.
Configuration Review NotificationWhen 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.
Configuration Review ScoringConfiguration Review scores for past time periods are viewable by anyone in your systemYou can always see your own Configuration Reviews scores using the Nilear Score My Team moduleFor the current scoring Time Period, other people’s Configuration Review scores will been hidden and the scores will not be rankedManagement can see all scores, at all times
Configuration Review ThresholdsConfiguration Review can automatically shut off
during business hours when there are too many pending service or monitoring ticketsYour Nilear Administrator can set these thresholds to ensure employees are focused on tickets during busy times
Thresholds are set under Account Settings -> Configuration Requirements
End