Summary of Operations
Operations Summary
The Operations dashboard is a hub for back office operators to be able to move seamlessly between Member CRM’s various operational tasks. These tasks (including day-to-day or periodic processes) include:
- New Company List - Approve new company registrations
- Entitlements List - Review and approve entitlements.
- Refunds List - Refunds for company or member (i.e. outbound payments) pending approval.
- New Member List - New members pending review who were added by employers when processing returns online.
- Deregister Batch List - Manage deregistration of members based on fund specific rules.
- Returns Pending Review - Returns submitted by companies that require review
- Returns By Owner - A list or returns assigned to an operator.
- Tasks - A list of all tasks by due date for one or more users.
- Correspondence - A list of inbound correspondence (e.g. Email, SMS, Documents) that require review and or action.
