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Triage - Assign a confidential query

To assign a confidential query:

  • Navigate to the Triage Dashboard by selecting Triage from the Risk Management Menu
  • Click on the green Details icon to view the query details
  • Click Assign Operator
  • Note that the drop-down list shows all users in the Firm who have accessed RMQS. If the user you're looking for is not listed, you can invite them to the application by clicking the link provided.
  • Select the person from the list and click Assign

The person will receive an email notification and task.

rmqs/rmqs_assign_confidential.txt · Last modified: 2020/05/16 09:48 by admin