Call Center FAQ for Consultants

Document number: 11636

 

  1. Why can't I see the Company Activity on the left side of the 360 degree view?

    The Company you selected has a large number of Representatives which pushes the Company Activity down on your screen. Simply scroll down.

  2. Where can a consultant search random resolutions information?

    Go to Self Service and, from the menu, navigate to Search Solutions. At the Search page, enter a keyword in the product group and click Search.

  3. Where can a consultant find the resolution details of a case I am reviewing?

    Copy the Solution Id from the case component. From the menu, navigate to Solutions, then Solution. On the Search page, paste in the Solution Id and select Search.

  4. How can consultants update cases?

    We have a Change Request in place for access to update cases. Until this is approved, consultants should have the customer web administrator add them as a representative to the company. This gives them update access to cases.

  5. Do the Installed Products section of the 360 include products they are currently implementing?

    Yes, Installed Products shows a status, such as Implementing, In Production, No Longer Using, and so on.

  6. What should I do if I find duplicate Representatives?

    Email the Data Management Team at DMT@Peoplesoft.com.


 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 04/07/2003