Create a Regular Withdraw Ticket from the Create Work Item feature
M
Mattia Buonaiuto
Hi,
Just wanted to report that the option to create a ticket to manage a Regular Withdraw via the Create Work Item icon in Enate main page is missing.
Currently we're using a workaround by:
- looking out for our username in the Search Bar
- selecting Start Work Item
- finding the ticket we'd like to open (I.e. Utmost Wealth Solutions - UK - PWP Pol & Claim Serv - Ticket)
- setting the new ticket as Regular Withdrawal.
There's a clear advantage in adding Regular Withdrawal options in the Create Work Item, as it would simplify the creation of a new ticket by reducing the amount of steps to take and their complexity.
The new process would be:
- Click the Create Work Item icon
- Select the type of Ticket you want to open (I.e. Utmost Wealth Solutions, UK, PWP Pol & Claim Serv, Regular Withdraw)
C
Claudine Richardson
Thank you for posting, Mattia Buonaiuto! I have a few more questions for you:
- What specific information needs to be included in a Regular Withdrawal ticket?
- Are there any other types of tickets that should be added to the Create Work Item feature?
- How frequently do you need to create Regular Withdrawal tickets?
M
Mattia Buonaiuto
Hi Claudine,
Thanks for replying to my post.
Here are the answers to your questions:
1- We don't really include any specific information, except the Policy Number for which we're organising the Regular Withdrawal. These tickets are for us to keep track of every RW and collect the necessary signatures and approvals for payments.
2- I'm sorry but I've haven't noticed any other ticket type to be added, the RW was standing out as we're using it quite often
3- As anticipated in the previous point, we're creating RW Tickets quite often, at the very least once a day, with peaks of 6-7 or higher.
Please do let me know if you have more queries about this