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Public Sector Solutions Documentation
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            Create a Queue for Application Reviewers

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            Create a Queue for Application Reviewers

            Share the workload by creating a queue so that reviewers can access applications that are ready to be processed in Public Sector Solutions.

            Required Editions

            View supported product editions.
            User Permissions Needed
            To create or change queues: Customize Application AND Manage Public List Views

            Create a queue and add members to it based on user roles. For example, create a queue for application reviewers who complete the initial steps of the approval process, such as checking that supporting documentation is included. If desired, create multiple queues, such as a queue for compliance officers who complete onsite inspections for license applications. During an approval process, the queue owns the application record, and any member of the queue can take action to complete a step of the approval process.

            1. From Setup, in the Quick Find box, enter Queues, and then select Queues.
            2. Click New.
            3. For Label, enter Application Reviewers, and then press Tab to automatically populate the queue name.
            4. To email members when an application enters the queue, select Send Email to Members.
            5. Add Business License Application to the list of selected objects.
            6. For Queue Members, search for and select the roles to assign to the queue. For example, add Role: Intake Officer and Role: Reviewer to Selected Members.
            7. Save your changes.

            To enable queue members to receive and respond to email notifications, create an email template for the notifications, and enable email approval responses on the Process Automation Settings page in Setup.

            For information on routing and monitoring queues, see the Service Cloud documentation.

            See Also

             
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