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User Guide
User Guide
  • ๐Ÿ‘‹Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
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      • ๐Ÿ“šIntroduction to Cases
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    • Agent Console
      • โš’๏ธAgent Console Basics
      • โš’๏ธProcessing Cases
      • โš’๏ธThe Inbox Tab
      • โš’๏ธThe Case Tab
      • โš’๏ธWorkspace Settings Tab
    • Calendar
      • โš’๏ธSelecting Calendars
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    • Appointment Booking
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      • โš’๏ธSearching for Records
      • โš’๏ธManaging Data Records
    • Case Browser
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      • โš’๏ธUpdating your Profile
      • โš’๏ธSelecting Your Current Unit
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    • Report Center
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      • Widgets Reference
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  • Connected Apps
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    • About Administrators
    • Organization Tree
      • โš’๏ธManaging the Organization Tree
      • โš’๏ธConfiguring Unit Access
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      • โš’๏ธManaging Workstations
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        • โš’๏ธPrinted Tickets Templates
    • Service & Process Configuration
      • โš’๏ธGlobal Service Settings
      • โš’๏ธManaging Service Categories
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    • Service Management
      • โš’๏ธWalk-in Services Settings
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      • โš’๏ธManaging Service Availability
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      • โš’๏ธManage and Scedule Daily Plan Templates
    • Security and Permissions
      • โš’๏ธManaging Users & Invitations
      • โš’๏ธManaging Groups
    • Customer Engagement
      • โš’๏ธSMS Templates
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      • โš’๏ธManaging Themes
      • โš’๏ธManaging Fonts
      • โš’๏ธMedia Library
      • ๐Ÿ—’๏ธDynamic Text Parameters (Messaging)
    • Localization and Translation
      • โš’๏ธTranslating Resource Names
      • โš’๏ธTranslating Kiosks, Portals, Tickets, and Chats
      • ๐Ÿ“„Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • โš’๏ธOrganization General Settings
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    • Chats Admin
      • โš’๏ธChat Settings
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      • โš’๏ธEvent Log
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  • Digital Signage
    • ๐Ÿ“šDigital Signage
    • ๐Ÿ“šDigital Sign Appearance
    • โš’๏ธManaging Digital Signs
    • โš’๏ธManaging Screen and Frame Layouts
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  • How To Guides
    • Agent Tasks
      • ๐ŸงHow to unlock a case processed by another user
    • Admin Tasks
      • ๐ŸงHow To: Compensate For No-shows
      • ๐ŸงHow To: Reference Data Records from Cases
      • ๐ŸงHow To: Configure a Phone Call Meeting
      • ๐ŸงHow To: Set Up a Kiosk Ticket Printer
      • ๐ŸงHow To: Configure SendGrid as an Email Provider
      • ๐ŸงHow To: Configure Mandrill as an Email Provider
      • ๐ŸงHow To: Use Google Fonts in Themes
    • Automations
      • ๐ŸงHow To: Use Automation to Send SMS
      • ๐ŸงHow To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • ๐ŸงHow To: Use the Kiosk Client App
      • ๐ŸงHow To: Connect a Digital Sign
    • Kiosks
      • ๐ŸงHow To: Configure Accessible Kiosk with IVR
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On this page
  • Overview
  • Waiting Time
  • Appointment Delays
  • Agent Workload
  1. Admin Tools
  2. Service & Process Configuration

Global Service Settings

PreviousService & Process ConfigurationNextManaging Service Categories

Last updated 9 months ago

Admin Tools -> Organization -> Settings

Using this tool requires the Service Admin role.

Overview

Global service settings allow administrators to configure service level thresholds and receive alerts for exceptional values.

Thresholds are predefined limits set within a system to trigger alerts or actions when certain metrics exceed or fall below these values.

The thresholds are used by the Real Time Monitor to calculate certain metrics (e.g., the number of cases in the critical waiting time range) and to provide warnings or critical indications.

Waiting Time

  • Warning: Cases with waiting times that fall between this value and the Critical threshold are classified in the โ€œWarningโ€ range, indicating that attention may be needed to prevent further delays.

  • Critical: Cases with waiting times that exceed the Critical threshold are classified in the โ€œCriticalโ€ range, signaling an urgent need for immediate action to address the issue.

Appointment Delays

Appointment delay is the time difference between the scheduled time and the actual start of an appointment.

  • Warning: Appointments delayed by a duration between this value and the Critical threshold are classified in the โ€œWarningโ€ range, suggesting that action may be needed to prevent further delays

  • Critical: Appointments delayed beyond the Critical threshold are classified in the โ€œCriticalโ€ range, indicating an urgent need for immediate action to rectify the situation.

Agent Workload

The ratio of waiting and pending cases to online agents in the unit measures how many cases each active agent is handling. This ratio helps assess the workload and efficiency of the agents in managing cases.

  • Warning: When the ratio of waiting and pending cases to online agents falls between this value and the Critical threshold, it is considered in the โ€œWarningโ€ range, indicating that the agents may be approaching an unsustainable workload.

  • Critical: When the ratio exceeds the Critical threshold, it is considered in the โ€œCriticalโ€ range, signaling that the agents are overloaded and immediate action is necessary to manage the workload effectively.

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