Description
The itrezzoAgent Self Service Update (SSU) feature provides an opportunity for each employee to validate personal contact information and update that information. The administrator defines an interval for Sef Service Update(SSU).
itrezzo’s Self Service Update (SSU) facilitates data input from one of the most trusted sources – the employees. By automating the request and processing information from employees themselves, SSU provides more reliable, quicker and cost effective solution.
The main data, that are taken via SSU are emails and phone numbers of the employees.
The itrezzo System Admin can specify a
Distribution List such as "All Employees" who will receive an SSU request message. Each employee with in that
Distribution List, receives a customized HTML message showing what information about him/her is already on file. The recipient can click on a secured link inside the message
to confirm that the available information is correct, or click on another link that will take him/her to a web site where employee can update contact information. If the employee ignores the Self Service Update message, a reminder will be sent every 7 days to ensure compliance.
Wizard
For the first time, when SSU link is opened in a browser, user needs to walk through a wizard with the following steps:
Step 1. Allows user to enter data by category (Personal, Business, Other etc.). These categories and fields type are configured at
itrezzoAgent web administrator. These fields can be either required or optional which is configured at
itrezzoAgent web administrator too.
User can also specify if contact data is shared with other users. If field is private, the corresponding label will be displayed in simple SSU view.
By clicking Next button, user is proceed to the next step of the wizard
Step 2. Allows user to specify
ICE preferences. ICE contacts are displayed in list. By hovering over an item of the list, edit or delete icon is displayed. There is form for adding new ICE contact located below the list of ICE contacts. Contact name, relationship and phone number fields can be filled. To add new contact, click on Add button.
By clicking Next button, user is proceed to the next step of the wizard
Step 3. Allows user to select escalation preferences. In this step, user can manage time for calling him/her to existing numbers, that user entered in previous steps. All phones are sorted by categories. There is three available time categories to call a user: Business hours, Off hours and Weekends&Holidays. By dragging phone number to specific time column, user set the escalation preferences.
SSU profile
Subsequently, when user performs SSU - no wizard is displayed. Instead, user see simple web interface with previously entered data sorted by Categories, Escalation preferences and
ICE contacts.
At the right side of each category name, escalation settings and ICE contacts Edit button is available. By pressing the Edit button user can change existing data (e.g. phone numbers).
All private fields have corresponding label.
See also
itrezzoAgent web admin