After the schedule has been created, you will be automatically directed to the Packet Assignment page. To navigate there from the menu, click Table Manager/Quality Control Manager under Quality Control

In the Quality Control Manager dashboard, click ‘Assign.’

At the top of the page you will see a graph displaying the scans left to QC for the day. This chart can be filtered by state. Below the graph, you will see progress charts for the states that will show you how many scans have been QC’d for each state that day. 

Reprioritization

Below this visualization you will see a purple button that says “Reprioritize Packets.” 

When you click this button you will see a reprioritize window pop up listing the turfs of the packets available to QC. At the top, you can search by turf name. Enter in the new “Days Left” number to adjust the deadline for all packets in a turf that are currently in quality control. 

Click ‘Save’ to save your re-prioritization. 

View Packets Table

Below the ‘Reprioritize Packets’ button you will see a bar that says ‘View Packets.’ Click the arrow to the right of the ‘View Packets’ to expand a table of all packets ready for or in Visual QC or Phone Verification.

In the expanded table, you can search by packet filename or filter by staff member assigned to the packet, or qc office of the staff assigned to the packet. 

You can also choose to display only the packets that remain unassigned. 

You can select a packet using the checkbox to the left of the packet or select all by clicking the purple ‘Select All’ button. 

After selecting all, you will then see the options to clear all or to reassign all selected packets. 

When you click ‘Reassign’ you will see a reassignment window which will show the packet filenames of the packets you have selected as well as the option to reassign them to another QC office if there are staff available to pick up the packets.

Click ‘Assign’ to reassign the packets to staff in another QC office or click ‘Cancel’ to cancel your changes. 

In the table, there is also an Actions column for individual packets.

Click the three vertical dots in the Actions column to see actions for individual packets.  You can choose to reassign the packet, view the inbox of the staff member it is assigned to, or reprioritize just this packet.  

Click ‘Reassign’ to open up a staff reassignment window. 

At the top of this window you will see the packet filename for the packet you are reassigning as well as the packet’s language on the right and the packet’s due date underneath the filename.  Below the packet information you will see a list of all staff on the day’s schedule. You will see the staff details, such as their role, their states trained in, their timezone and their languages.  You can also see how many scans they are assigned as well as their shift length.  Click the purple ‘Assign’ button next to the staff member to reassign the packet to that staff member.  

Click ‘Reprioritize to open an individual packet reprioritization window. 

Here you can see the file name of the packet you have selected, the current days left and the language of the packet. Enter in the new days left and click ‘Save’ to reprioritize the packet.

Click ‘View Assignee Inbox’ to view the QC Staff Worklist of the staff member assigned to the packet. More information on the Assignee Inbox will come later. 

View QC Worklist

Below the View Packets table you will see the staff you have scheduled listed. 

You will see information on each staff member such as their name, role, states trained in, timezone, and language. You can also see how many scans the user is assigned and their shift length. 

Click ‘View QC Worklist’ to view each staff member’s worklist. You will be taken to the Inspected QC Worklist. In this view you will see what the staff member sees. 

You can inspect a staff member’s progress with the visualizations to the right of the user’s name. You can also click on any of the packets in the Visual QC, Phone Verification or Completed tabs to view the responses the staff member has logged for each packet. 

For completed packets, click ‘Review’ to review individual responses in Visual QC and Phone Verification. Scroll down to inspect the responses. 

Click Redo QC to resubmit a different Visual QC response, or click ‘Begin Call Session’ to call a scan again.  

Manage Packets

Below the View Packets table in the Packet Assignment page, you will see a list of staff scheduled. You can inspect their worklist, or you can click ‘Manage Packets’ to manage each staff member’s assigned packets. 

At the top right of the Manage Packets page you will see all staff details. To the right, you can see a list of all of the staff member’s currently assigned packets. 

Here you are able to select all and reassign them to another staff member or to reprioritize them. You can also click ‘Reassign’ to the right of the packets to reassign them individually. 

A reassignment window will appear listing the other staff members on today’s schedule. Click ‘Assign’ to reassign the packets to another user. 

Scroll down and you will see a list of assignable packets. 

You can make a selection of these packets, or select all to assign them to the staff member whose packets you are currently managing. Like the View Packets table on the Packet Assignment page, this table can be searched by packet filename, or filtered by staff member or QC Office to which a packet is assigned. You can also select to only display packets that are unassigned.