Completing the compensation activity

Based on the outcome of the client's issue or the terms of your service level agreement, you might be required to compensate the customer. NABD allows you to indicate if the client's issue requires compensation so follow up can occur.

To complete the compensation activity in NABD:

  1. Open your User Dashboard and select the compensation activity assigned to you.

  2. Open the case by clicking check mark in the Options column.

  3. Check the Activity operation completed (Compensation) box.

    In the Completed date box, select the date you completed the task by using the calendar. Note you cannot select a date in the future. You can either select today's date or a previous date.

    Type any notes in the Notes box.

  4. If you're done, click Save and close. Then click OK when prompted.