The action bar is found at the bottom of the transaction details page of every order and contains up to eight actions which agents can perform with the click of a button.
The action bar is found at the bottom of the transaction details page of every order. It is a floating toolbar that will always be available without the need to scroll down to it. Fraud Agents should use it regularly to properly status and update orders. A good understanding of the action bar features will help you to make the best use of it while streamlining your activity and workflow. Below is a description of each element along with some advice on best practices.
- Transaction counter – lets you know how many pending transactions you have assigned to you. You can click this in order to select or advance to the next transaction. This feature is only used in conjunction with queue assigner and may display 0 for most.
- VIP lists link – this is the quickest and easiest place to add data to VIP review or decline lists as you check orders.
- History link – provided the transactional history of the current transaction. The History reads from the bottom up and will display status changes, system actions, VIP additions, notes etc. as well as the User initials that made edits.
- Status picklist – this is where the fraud agent would change the status of an order to reflect their decision.
- Agent picklist – this is where you can assign a transaction to another agent's queue. Best Practice Note: when you change status or anything on a transaction it will automatically log your user initials so you do not need to use this field to assign transactions to yourself.
- Notes – you can type notes in this field if needed. Best Practice Note: typed notes can only be viewed in the history and are not reflected in any reporting tool. If you have repeatable notes that you want to reflect on orders it is best to use Custom Reason codes
- Save button – used to save all the changes you have made on the action bar.
- Save and Next button – will save changes on the action bar and advance you to your next assigned transaction if you are using queue assigner. May not be visible if queue assigner is not used.