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Lid creation

  1. Click on the Lids tab, on the left side of your screen.

  1. Click Create Lid
  1. Fill out the information for creating a Lid. If there is an * icon next to the field name, that information must be entered for the record to be saved and created.
  2. After entering all information, click save.
  3. After LID is created, the Contact Center team will receive the first task to enter the material no..

  1. After the Material Number is entered for the Lid, the Lid Creating team will upload the Lid file for review.

  2. Once the file has been uploaded, there will be an approval task for the team to review the uploaded LID file.

  1. After the file has been uploaded, Lid approval team will receive an approval task on their dashboard.
  • If the approval team chooses to approve the file, the record will have an Approved status. 
  • If the approval team chooses to reject the file, the task will advance to Make Changes for the requests to be made, and a revised file will be uploaded. 
  • After the revised file has been uploaded, if the approval team chooses to approve the file, the LID status will become Approved.