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Description

Bubble Notification

Navu Requests

Select the Navu Requests icon to create new ticket requests, track and communicate on existing tickets and view a history of archived tickets.

There are two types of users for the Navu Requests tool: General Users and Navu Request Administrators.

  • General users can create ticket requests but can only submit them to their internal Navu Request Administrator for review and final submission to Navusoft.

    • This level of users can only see the tickets they have created.

  • Navu Request Administrators can create tickets, review general users ticket requests and submit ticket requests to Navusoft.

    • This level of users can see all ticket requests from all users.

Further information and how to use the Navu Requests tool can be found here: Navu Requests

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Navu Request Administrators

  • Displays a total count of open tickets for all users.

General Users

  • Displays a total count of open tickets for the individual user.

Unread Documentation

Select the Unread Documentation icon to access the Navusoft Knowledge Base and Release Notes.

All documentation reflects the most recent version of the Navusoft system.

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Notification indicates documentation is available and a total count of documentation the user has not reviewed.

Customer Request

Select the Customer Request icon to view recent customer request activity such as a request for additional pickup or call back.

Tip

A Customer Requests list also displays in the Customer Requests column of the Home (module) screen.

Notification indicates a new request is waiting to be reviewed

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Displays total count of all customer requests assigned to the user.

Tasks

Select the Tasks icon to review tasks you have created or another user has assigned to you.

When a task is marked as complete the user who created the task will receive a popup notification with the information of who completed the task and the date and time.

Info

Select ‘Snooze’ and the notification will be redirected to Snoozed Alerts for future viewing. Otherwise, select the 'X' in the upper right corner to close the notification.

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Notification displays a total count of uncompleted tasks that have not been completed.

Appointments

Select the Appointments icon to view current and upcoming appointments.

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Notification displays the number of appointments a user has scheduled.

Cancellations

Select the Cancellations icon to view customers who are cancelling their accounts.

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Notification displays the total count of customer cancellations.

Snoozed Alerts

Select the Snoozed Alerts icon to view any pop-up alerts that were previously snoozed.

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Notification displays the total count of alerts that have been snoozed.

Recent Activity

Select the Recent Activity icon to view a time stamped history of your user account. This includes customer accounts you have viewed, tasks you have completed, and anything else you have done while logged into your account.

Select the activity, such as the account name to access the location again.

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Does not display a notification.

Context Help

Select the Context Help icon to view learner documentation related to the page you are viewing.

Info

Documentation is currently being built out for each of the modules and is an ongoing process.

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Does not display a notification.

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