Finishing the transaction
A transaction is finished by:
• Clicking the Call next button
• Clicking the Finish button
• Closing the Counter
• Transferring the Visit to another Queue or Pool for additional Service.
• Parking the Visit, thus transferring it to your Staff Pool.
When it is mandatory to assign an Outcome or Delivered Service to a Visit, it is not possible to complete a transaction unless a an Outcome and/or Delivered Service is assigned.
The Finish button
The Finish button ends the transaction of the Customer that you are currently serving but keeps the Counter open.
Closing the Counter
The Close counter feature ends the transaction of the Customer that you are currently serving and closes your Counter session.