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Feature Request: Assign task to user based on user status

posted on March 27, 2019

Use Case: We have a customer who runs a large call centre. We are importing emails as Forms Tasks and allocating these to teams. We would like to use the round robin task allocation feature, however there is a big challenge. Tasks shouldn't be assigned to users if they're not in office, on lunch or in meetings etc. Using Round robin, there is no "out of the box" method to manage a user's "availability status". The reporting records immediately when a user is assigned a task and measures how long it has taken to complete that task upon assignment. A typical call centre KPI is to measure how many tasks were completed and how long they took. It's an inaccurate measurement if the task is assigned immediately to a user when they were not available, even though  they are a team member in the team.

 

Team Managers could manually manage the Team Members configuration and make updates to the Team membership throughout the day to ensure tasks are not assigned to Team Members who are not available. This would add a lot of manual administration for the Team Manager and not very practical.

 

There's always the question that comes up regarding users who go on leave and how this could be managed in Forms. A feature that allows users to set their own "Availability Status" and exposing this in the process modeler for task assignment would be great. For example, user is logged into Forms and updates their availability status to "Idle", meaning they can receive tasks. They could then change this to "Out of Office" and tasks would skip them when round robin kicks in. If Team Manager tries to assign task to this user, upon selecting them for assignment, user status will be shown to allow Team Manager to choose someone else. User returns and simply sets status back to "Idle" and tasks immediately start assigning again at next round robin.

 

The concept is similar to digital desk phones that allow users to set their phone status in order to prevent receiving calls when they are not at their desks and it gets forwarded to other office members in the same phone group.

 

In the meantime, I plan on building a "dynamic team membership" solution whereby I will probably create a "hack" to automatically add and remove team members based on them setting their "availability status" via another form. This way, round robin works as is and won't assign to user if they're not in the team at that moment in time.

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replied on March 28, 2019

This also comes up in scenarios where an individual normally gets all the forms. Everyone goes on leave sooner or later, and it shouldn't require an admin's intervention.

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replied on March 27, 2019

This idea sounds great Sheldon - we would also be keen to see this in a coming release. We have a number of clients who would utilise this, and have already asked about task allocation based on 'availability' of staff (e.g. on leave, out of office).

 

Further to this - we would also like to see an expansion of the round-robin allocation to include 'load balancing'. So tasks that are allocated to a team always go to the member with the lightest workload. At a basic level this could simply be to assign to the member with the lowest number of tasks; but even better would be the ability to allocate tasks based on a combination of:

  1. The overall number of tasks
  2. The duration of tasks already allocated
  3. The priority of tasks

 

This way you could specify to assign to a user with the least tasks, but possibly not in the case that the user has many long-standing urgent tasks, as this may indicate they have a higher workload than just the number of tasks suggests. 

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