To view all flagging reasons, select All, located at the top of the page. When All is selected, users can Add, Clone, and/or Delete flagging reasons.

All View

To create a new Flagging Reason:

  1. Click Add.

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  2. The Add Flagging Reason dialog box opens allowing you to name and configure the flagging reason. When done, click OK.

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  3. When configuration is complete, the flagging reason and other fields can then be selected from the drop down menus by the agent.

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  4. In order for the flagging feature to operate, each agent must be assigned a supervisor but first you must declare who the supervisors are. To give a user supervisor status, navigate to the Agents screen within the administrator portal. Locate and highlight the user you wish to make a supervisor by clicking on their name. Then click on the Security tab and select This user is a supervisor checkbox.

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  5. Once you have given supervisor status to a user, click Update and you will be able to select that supervisor from the drop down for each agent within the General Information tab.

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    Note: Be sure to populate the supervisors email address or they will not be notified of any flagged events.