How to Re-assign the Query?
Overview
Query Manager in Meritto provides a centralized platform for managing applicant queries efficiently.
Unified Query Handling: Manage admissions, general inquiries, and other concerns in one place.
Easy Reassignment: Redirect queries to the appropriate user or department as needed.
Streamlined Communication: Ensures prompt query resolution for better applicant support.
This feature improves query management, enhances response efficiency, and ensures smooth communication.
How to Re-assign a Query?
Follow these steps to reassign an individual query:
Navigate to Query Manager > Manage Applicant Queries.
Locate the specific query you want to reassign.
On the right-hand side, next to the query’s details, click on the Action button and select Re Assign from the dropdown menu.
A Reassign Ticket form will appear. Choose the category, sub-category, and the user to whom you want to assign the query.
Click Reassign button to finalize the reassignment.
Once submitted, the query will be reassigned to the selected user, and they will be notified accordingly.
How to Bulk Re-assign Queries?
If you need to reassign multiple queries at once, follow these steps:
Navigate to Query Manager > Manage Applicant Queries.
Use the filters on the top right corner to select the category and the current assigned user.
Select Multiple Opportunities:
Select multiple queries you want to re-assign by clicking on the checkbox present to the left of the queries.
Click on the three-dot menu on top-right corner and select Re-assign button.
A Reassign Ticket form will appear. Choose the category, sub-category, and the user to whom you want to assign the query.
Click Reassign button to finalize the reassignment.
Points to Keep in Mind
Once reassigned, the original assignee will no longer have access to manage the query.
Use filters effectively to ensure accurate bulk reassignment.
Conclusion
Reassigning queries in Meritto’s Query Manager enhances efficiency by ensuring that applicant concerns reach the right team members without delay. This feature improves response times, optimizes workload distribution, and contributes to a more organized and responsive query management system. By leveraging reassignment, institutions can provide better support, streamline operations, and enhance the applicant experience.
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