Creating and managing issues for consumer files in ScoreCEO is crucial for identifying and resolving problems efficiently. This guide will walk you through the process of creating an issue, tracking, and resolving them in the ScoreCEO system.
Purpose of Creating an Issue The primary purpose of logging an issue is to mark any problems related to a consumer's file. These issues can range from credit report discrepancies, credit monitoring errors, and administrative information inaccuracies, to documentation problems. Recording these issues ensures that the team is aware of and can address specific consumer-related concerns promptly.
Step-by-Step Guide to Creating an Issue
Logging into ScoreCEO
- Go to beta.scoreceo.com and log in with your credentials.
Locating the Customer
- Click on the 'Lead and Consumer' button on the left side panel.
- Use the search option within the Lead and Consumer area to find the specific customer.
Entering Customer Profile
- Once you find the customer, enter their profile.
Accessing the Issue Tab
- In the customer's profile, locate and click on the 'Issue' tab in the menu.
Creating the Issue
- Click Create New fill in the required fields: title of the issue, description, and type of issue.
- Once completed, the issue will be registered and recorded on the consumer’s file.
Tracking and Resolving Issues
Accessing the Dashboard
- Navigate to your dashboard to find an overview of all issues.
Locating the Issue Widget
- In the dashboard, look for the 'Issue' widget. Here, you can see all pending and resolved issues.
Viewing Pending Issues
- By clicking on 'Pending Issues,' you can view and track all unresolved issues across all consumer files.
Resolving an Issue
- To mark an issue as resolved, go to the specific issue, make the necessary resolution, then click the 'Resolve' button.
- Enter the details of the resolution and update the record. This action will change the status of the issue to resolved and save the record.
Conclusion Effectively managing issues in consumer files is essential for maintaining the integrity and accuracy of consumer data in ScoreCEO. By following these steps, you can easily create, track, and resolve issues, ensuring that your team is always informed and responsive to consumer needs.