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Team Member Dispatch Guide

User Roles

Team Member

Team Members can access the mobile Chexology app, found in Apple’s App Store. 

Owners

Owners can access the mobile Chexology app and the Dashboard, accessible through a web browser. The Dashboard controls users, items, pricing, and reporting. 

User Permission

Any user role can be assigned the following user permission.

Can assign items to others:

Any user that requires the ability to assign an action to anyone other than themselves will need to have the “Can assign items to others” permission enabled in their user profile.

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Go to staff

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Select the user

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Check the box for “Can assign items to others.”

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Actions - What are they?

Chexology now allows you to create actions that are added to the action list.  An action is a task that needs to be executed, such as delivering or returning a checked item.  More options are coming soon.

 

Each action has items associated with it, a destination, and an assignee.  You can see what state an action is in and how long it has been since the action was requested. This allows you to have insights into what actions need to take priority and how long a customer has been waiting for their items. 

 

An orange bar on the right-hand side of the exchange card indicates there is already an action associated with that exchange. If you see this, tap the card to show more details about the actions.

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Creating an Action

As a user without the ability to create actions for other Team Members, you can still create actions for yourself and add them to the Action List.

 

Tap the start button on the exchange you want to add to the Action List.

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Tap the start button on the exchange you want to add to the Action List.

This will automatically assign the action to you and add it to the Action List.

Edit an Action

Update fields or notes

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Tap on the action in the Action List or tap “View Action” from the customer profile page.

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Tap “Edit Action.” 

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This will take you to the action screens and allow you to make updates to Notes and Destinations.  

Action Flows

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Flags on the action cards indicate the type of action.

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After hitting the Start button, the button will become the next action (which will either be Return or Store).

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The assignee taps the button to complete the action.  

Reject Action

Sometimes a Team Member without assignment permission needs to communicate that they are unable to complete an action, to do this they will need to select the “Reject” option in action details.

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Change Team Member Availabity

As a Team Member, it is important to set your availability correctly in order to receive assignments

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Go to staff

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Select the user

Pro Tip: When you log out, you will receive a friendly reminder to set your status as Away.

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Still need help?

Send us an email at help@chexology.com if you need support.

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