Using the Q-assign User Status Tool -Updated User Interface

Ready to Take Control of Your Presence?

Set your Availability for Assignments

Note: This screen is available to users who are on Q-assign version 4.854 and on wards. Please also note that if you upgrade from an older version to v4.854 you will still be able to see the previous screen renamed as 'QA User Status (Classic)'. You might need to remove the QA User Status (Classic) tab from the tabs panel using the 'pencil' icon at the end of the tabs in case you wish to hide it.

If you're a Salesforce user, then you know how important it is to have control over your presence. With Q-assign User Status Tool, you can easily manage your presence and eligibility for record assignment across all Assignment Groups.

Q-assign User Status Tool lets you :

Set Your Overall Presence: You can easily set your overall presence within Q-assign to any custom presence status available. Your availability will be set as per the 'Default Availability' set against that presence status. If a certain presence status has 'Default Availability' of Available, then you are considered Available by Q-assign & you're eligible for record assignment across all Assignment Groups where you're enabled. If you have a presence with 'Default Availability' as Unavailable you're considered Unavailable by Q-assign and you're not eligible for record assignment within Q-assign. Please click on 'Edit Presence Settings':
Now, you can see custom presence statuses available in 'Edit Presence Settings' and choose the appropriate presence. The availability status of that presence can be seen in the 'Available' field, such that presences which have Default Availability set to 'Available' will display green dot while presences with Default Availability set to Unavaialble will show red dot.
With 'Revert Presence At Specified Time' checked as shown in the below screenshot, you can now select when the current presence should be changed/reverted to another presence selected in 'Revert Presence To' field.
Set Your Assignment Group Status: You can also set whether you're enabled or disabled for record assignment within each Assignment Group. If you're Enabled, you can have records assigned by this Assignment Group. If you're Disabled, you won't be able to have any records assigned.

Pull Records for Manual Assignments

Q-assign also allows you to manually pull records as a means of manual assignment. To do this, make sure Show Pull Button to Members is checked in the QA Assignment Group Details section of Assignment Groups. This will enable AG members to get the records by themselves. Please note that members can only pull those records which satisfy the Assignment Group's selection criteria and the user has the capacity (quotas) to get records.

To pull records manually:

Go to the QA User Status tab
Click on the dropdown as shown below:
Click Pull Record button
To see the newly assigned record, click on Open Record

If there are no records to be assigned or if any quota has been reached for the user pulling records, an error message will be displayed. Otherwise you will see a success message and the record link, which will direct you to the record you just pulled:

User Shift and OOO Settings

You can now switch the tab to User Shift Settings or User Out of Office Settings. In the User Shift Setting and User Out of Office Settings, users (with the Q-assign Administrator, Manager, or User permission set) can set their Shift and Out Of Office hours. For more details and help in this section, please see the page User Shift and OOO Settings.

If you have any questions, please don't hesitate to reach out to us at support@ortooapps.com. We're always here to help!