Agents
      Back to home
      1. Knowledge Base
      2. CORE
      3. Agents

      Adding a Requested Agent

      There is a workflow when someone requests a new agent addition to CORE.

      DASHBOARD

      rna training-1

      1. On your dashboard, click on the Agents tab.
        1. The number in yellow indicates the number of new agent requests
      2. Click on the link for the agent you want to update.

      WORKFLOW

      RNA Action

      1. From the Select Action dropdown menu, click 'Accept Request'.
      2. Click Submit.
      3. Go back to your dashboard.
      4. Click on the agent link, again.
      5. From the Select Action dropdown menu, click Create Agent - Complete
        1. You can partially approve an agent if there is information missing. The workflow will remain (the action menu) until the agent is marked as complete.
      6. Click Submit

      AGENT DOCUMENTATIONRNA Documentation

      1. Users requesting a new agent is required to either add a note to the file or upload documentation.
      2. Notes are added to the Agent's 'Activities' tab and are an open follow-up that needs to be completed.
      3. Files are located in the 'Files' tab and can be viewed.

      AGENT SEARCH

      Complete Agent

      Incomplete Agent

      1. Blue buttons indicate that the agent is approved and complete.
      2. Orange buttons indicate that the agent has been requested but is still being processed.

      21 STEPS

      1. The first step is to click on the Agent tab.

      Step 1 image

      2. Click the link next to the agent you want to approve.

      Step 2 image

      3. Click Select Action.

      Step 3 image

      4. Select Accept Request.

      Step 4 image

      5. Click Submit.

      Step 5 image

      6. Click Dashboard.

      Step 6 image

      7. Click on the Agent tab.

      Step 7 image

      8. Click on the link for the agent.

      Step 8 image

      9. Click Select Action.

      Step 9 image

      10. Select Create Agent - Complete.

      Step 10 image

      11. Click Submit.

      Step 11 image

      12. When a person requests an agent, they must enter in a note or upload files. Let's take a look by clicking on the Activities tab.

      Step 12 image

      13. Click the edit button.

      Step 13 image

      14. Mark that the activity is complete.

      Step 14 image

      15. Click Save Changes.

      Step 15 image

      16. The buttons on an agent search also help indicate whether or not an agent is pending completion.

      Step 16 image

      17. The blue button indicates that the agent is complete and no further action is needed.

      Step 17 image

      18. An orange button indicates that the agent has not been fully approved.

      Step 18 image

      19. Let's go back to the Dashboard.

      Step 19 image

      20. The process starts with the Agent tab.

      Step 20 image

      21. That's it. You're done.

      Step 21 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/1946244/How-to-approve-an-agent-request