KeyInsight - In Branch

KeyInsight – In Branch

• Interaction - a one-time event for informational purposes
  • Completed by the person who is entering the Keyinsight
• Opportunity - an interaction that requires follow-up by another department
  • Completed by another person or department

Filter Viewing Options

• Click on binoculars
  • Current View – View for the current member ONLY
  • Default View – set preferences on what to view for all members

Create an Interaction

• Click the Chevron icon to expand the KeyInsight panel if needed
• Click the Add Interaction icon
• Fill in required fields:
  • Type– type or press the down arrow key to select interaction.
  • Description - enter a brief description of the interaction.
  • Explanation - enter a detailed explanation of the interaction.
  • Response Type– type or press the down arrow and select the desired response to the interaction.
  • Response Explanation – insert an explanation if needed (ex. Denied members request for fee refund)
• Click insert to create and complete the interaction

Create an Opportunity

You will add the signed form and any additional documents after completing the Opportunity options

In the KeyInsight panel

• Click the ‘Add Interaction’ icon
• In the Interaction Options window:
  • Type: push down arrow or start typing to select opportunity
  • Channel: will auto populate to your personal channel
    • If you need to adjust this, delete selection and hit down arrow to choose appropriate channel.
  • Description – enter if needed
  • Explanation - enter if needed
  • Response type – leave blank
  • Response explanation – leave blank
• Check the opportunity options box
  • Default and Type fields will populate automatically
  • Explanation – be sure to answer these questions for the department that will be completing the request
    • DO NOT delete anything in this section
  • If no Forms need to be submitted with this request, click insert.
  • This will send your opportunity to the queue for the department that will be working it.

Inserting a Form

• Click ‘Insert New Form’ above the Opportunity Options section
  • Answer ‘yes’ if you have finished filling out the interaction portion
  • Answer ‘no’ if you need to add anything additional to the interaction portion
• The ‘process form’ window will open
  • On the left side
    • Form Type: Select Desired Form
  • On the right side
    • Primary Record – Type and select the member number
    • Select the Share: S 0001 First Forward Savings
    • Click continue
• Document window will automatically pop up
  • If it does not, minimize window. You may need to allow the pop-up
• Type in any necessary information needed on document
  • Once completed – click ‘Lock Form-Not Sigs’
• Sign Document
  • Sign using Signature Pad:
    • Click on the signature line that says “Sign Here”
    • Follow the prompts for member to sign
    • Click ‘accept’
    • Box will populate, confirming signature has been obtained
    • Click ‘Submit Form’

Attach additional information documents to member profile

• Scan documentation into Branches Scanned Item folder
• Open a transaction work area, and pull up member profile
• Hover over member number
  • Select ‘Document’
• The form window will open
  • On the left side – form type: OPS_Miscellaneous Document
  • On the right side – primary record: member number will be here
    • You will not need to select a share for this
  • Click Upload
  • A window will open – click ‘Select’ under ‘Options’
    • Click ‘Browse’ and find needed document
    • Click on the intended file, and click ‘Open’
    • Click ‘Ok’ and then ‘Insert’ at the bottom of the window.
  • You will be asked to perform a File Transfer
    • Select Continue