CU Boulder Human Resources

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Viewing Team Queue

You can view the team queue/unassigned cases in two different places:

  1. The “Leave Team Queue (Unassigned Cases)” report on the Homepage Dashboard

     

  2. The “Leave Team Queue” Case List View

 

Assigning a Case Owner

From either of the views above, follow the below steps to assign a Case Owner:

  1. Open the Case

  2. Click on either of the Change Case Owner field

  3. Search for the new Case Owner

    1. Search and select the desired Case Owner

    2. Decide whether you want to send a notification email to that new Case Owner

    3. Click Change Owner

  4. Once you’ve assigned the case to a Case Owner, the case will be removed from the Leave Team Queue and will show up in that Case Owner’s ‘My New Cases’ report.

Stopping an Infinite Email Loop

In rare instances, if the Salesforce HRI is sending emails to a different ticketing system, an infinite loop of automatic emails may get created. This is a problem for all ticketing systems talking to another ticketing system--one system automatically sends a case creation email which kicks off an automatic case creation email from the other system which repeats and continues until it is manually stopped.

You will notice an Infinite Email Loop in the team queue when one Contact has a seemingly endless amount of new cases being made for them. When you notice an Infinite Email Loop, you are able to “break the link” and stop the looping by following these steps:

  1. Identify the Infinite Loop in the Team Queue

    1. In the Leave Team Queue, you’ll notice one Contact with a growing list of cases.

  2. Select the Contact Record

    1. Click on the blue hyperlink of the Contact who is causing the Infinite Email Loop

      'Contact Name' hyperlink in Team Queue

  3. Edit the ‘Do Not Auto-Reply’ Field

    1. Double-click on the field or click the pencil icon

      'Do Not Auto-Reply' Checkbox

  4. Check the Checkbox and Save

    1. Check the ‘Do Not Auto-Reply’ checkbox

    2. Click the ‘Save’ button

      Check 'Do Not Auto-Reply' and Click 'Save'

  5. Ensure Infinite Email Loop Has Stopped

    1. Once the ‘Do Not Auto-Reply’ checkbox is checked on a Contact record, the Contact should no longer be sent the case creation auto-email. This should stop the Infinite Email Loop.

Notes:

  • If the above process didn’t stop the Infinite Email Loop, please directly reach out to a member of the HR IT team for immediate support.

  • This process only works for Leave Bucket Contacts. If you receive a permissions error trying to edit a Contact record, please directly reach out to a member of the HR IT team for immediate support.

  • The list of Contacts who will not be sent the case creation auto-email can be found here.

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