Page Comparison

1

Log into Engine.

• Click on the ‘Operations’ ‘Operations’ phase, then click on M1. 

• Select the ‘Welcome ‘Welcome Call Checklist’ Checklist’ task.

2

Select the ‘History’ ‘History’ tab, to confirm if the DWC was archived.  

3

Once it is confirmed that the checklist has been archived, right-click on your screen, and click ‘Inspect’.

4

Click on the ‘Network’ ‘Network’ tab and refresh the page.

5

Once you refresh the page you will notice a column that says ‘Name’‘Name’. Under this column, you will scroll to the bottom and select the last row that says ‘Sub‘Sub_task’task’.

6

Click on the ‘Headers’ ‘Headers’ tab.

.

• Click the dropdown on ‘General’‘General”.

• Copy the Task ID next to the ‘Request URL’‘Request URL’.

7

Once you have copied the task ID.

• Open the following link in a new tab.

https://engine.goeverbright.com/api/data/task/(INPUT TASK ID HERE)ccbd?metrics=document_name,document_id

• Replace the “INPUT TASK ID HERE” with the task ID and click Enter.

8

Once you click Enter a new window will pop up

• Copy and save the “Document “Document ID.”

• Open the following link:

https://engine.goeverbright.com/api/v1/document/ (INPUT DOCUMENT ID HERE)/preview/ 

• Replace the “INPUT “INPUT DOCUMENT ID HERE” HERE” with the Document ID and click Enter.

9

The browser will pop up a new window with the archived welcome checklist.

• Collect the checklist questions from this window.

10

Proceed to make an outbound call to the customer.

11

If the customer answers

• Proceed with the How to Handle a Digital Welcome Checklist process.

12

If the customer does not answer

• Create a commitment in CXone following this SOP

• In the disposition notes section, list:

  • The customer’s name

  • Job link

  • Summary of the call including a list the failed questions