Managing MyAwaken Process Queue

Note - Ministry Director can issue request access of the Process Queue for your group leader.  
Awaken Staff: Please talk to your Director first if you need this access. Requst has to be issued by your Director.  

 

Queue Managers are responsible for managing the assignments they have received or accepted. There are three ways they could be notified of new assignments. 
 

Email Notifications

 

• First, if email notification is enabled in the Queue, they will receive an email notifying them that someone new has been added to their Queue.

 

• Second, whether notification is turned on or not, a Queue Manager will also receive an email either the day or a set number of days before someone they've been assigned is due. 

• Third, when they log in to the site, they will see the Attention

 

Needed icon at the of their home pages. This box will appear regardless of whether email notification is on.

 

From the Processes & Queues I Manage List

 

1. From the Processes & Queues I Manage list, click the Queue name or Process name to view more information

 

2. Click the name of a person to view more information

  

3. Clicking the name of a Queue will take you to the Queue Detail page

4. On the Queue Detail page you will see a list of individuals who are either assigned to you to manage or are

   not assigned to a specific Queue Manager

5. Above the list of people will be specific instructions and other information about the Queue

Note:

• Under Actions, you will see the Queue Stats, which lists number of people in the Queue per status, and My Stats – This Queue, which shows the numbers of people you have marked done in the last week, month, and year.

• While most of your work will be done on this main page or within the individual detail page, there are a couple of things to be aware of on the Queue Managers page.

  1. The Queue Managers list will let you see who has been assigned to manage the Queue.
  2. You may be the only person listed on this page, or there may be multiple Queue Managers

 

 

Viewing Queue Assignments

Profiles in a Queue that have been assigned to a Queue Manager only appear in that Queue Manager's list. This is true also for the view of a Process Manager or Process administrator. This prevents Queue Managers from working on the same profile.

 

1. Under the actions menu is a list of status(es)

2. Click on the status for the individual's you would like to see in the queue

Understanding the Individual Queue Detail Page

The individual detail page contains a variety of information about the person, containing a photo (if uploaded), contact and campus information, Queue information such as status, assignment, and due date, and a link to view the instructions for the Queue.

Forms

In context to a process, the forms section shows forms that moved the individual into this specific process via form automation.

 

• Click the date under the Forms that Automate to this Process section to view the response.

• This does not require any additional admin privileges unless you will need to access the form itself.

• If you need to access the form, you will need to be at least a manager of the form.

 

 

Involvement

This tab includes a list of all the non-administrative groups the person belongs to and their status in the group. It will also show any volunteer positions they hold currently, held in the past, requested to fill, or have been approved to

fill, and the date range.

Below the Groups and Positions section shows the individual's Events & Attendance, such as event registrations for events you organize and recent, upcoming, and past events, and displays recent attendance as well as a link to an

individual attendance report.

 

Understanding the Queue Detail Actions Menu

By clicking on the Individual from the Queue it will take you to the Individual's Queue Detail page. This is where you will access the various action items you may perform as Queue Manager, including marking the person done, emailing another Queue Manager, changing the status, and more.

 

 

Mark As Done 

• The final mass action tool is to mark the selected people as having completed that step in the Process.

• A window will appear allowing you to select from the predefined automation options set for the Queue.

• After making any necessary adjustments to the options, click Mark as Done to complete this action.

• Date Completed: Today's date will be included by default in this field, but you may replace today's date with another if needed.

• Send Email: If a mail merge was connected to the Queue, you will see it listed here. The box may be checked or not depending on how the Queue was set up. If the box is unchecked, you can check it to send the mail merge as an email to the individual.

• Next Queues: Next Queues can be listed here to indicate where the person should go immediately following the current Queue. Check the boxes of the Queues you wish to add the person to and choose a Queue Manager from the pulldown menu.