Using the Opinion Center

Description: The IQ Opinion Center allows user to capture constituent information quickly into IQ, which immediately creates IQ records that can be processed.

These instructions teach users how to create new constituent opinion records, search for these records, and manage information in the Opinion Center.

2. The Opinion Center page is displayed. The left column is where the constituent’s contact is selected. The middle column is where the opinion is documented and is associated with IQ fields (e.g., affiliations, issues, bills, batches, etc.). The right column is a set of links and selections to support the documentation of the opinion.

3. A best practice is to first complete the middle column using the information from the right column to document the information

Method In: select the method in which the opinion originated.

Attachments: add attachments as needed.

Date In: This is automatically populated.

Comments: Enter the opinion.

Affiliations: Select the appropriate affiliation code(s) to associate with the constituent.

Issues: Select the appropriate issue code(s) to associate with the opinion.

Bills/Position: Select the appropriate bill(s) and position to associate with the opinion.

Assigned To: Select the staff to assign the opinion record.

Method Out: Select the method to respond to the opinion.

Form Letter. This will appear if the Method Out is set to an option other than No Outgoing.

Batch Name: If appropriate, select the batch name to associate the opinion record.

Create: Select which type of record would be used to process the opinion. The availability of options can be configured based on a user’s role. Contact your Office IQ Consultant for details.

Suggested Phone Script: This information will display based on the issue code selected. A user can use this script to ensure a consistent message is communicated to the constituent about the issue. Contact your Office IQ Consultant for details on how to configure this feature.

Issue Related: This is one of the options used to select a Form Letter. Based on historical data, IQ provides a suggested list of Form Letters to respond to the opinion.

Recent Letters: This is one of the options used to select a Form Letter. Select from a list of Form Letters that were used to respond to previous opinions.

Common Issues: Based on historical data, IQ displays a list of issue codes that were previously used for opinions. By selecting a link, IQ will automatically populate the Issue field.

•Common Opinions: Based on historical data, IQ displays a list of opinion comments that were previously entered. By selecting a link, IQ will automatically populate the Comments field.

4. The final step is to associate the opinion record with a constituent. A helpful technique is to type either the constituent’s last name or their phone number to accelerate the search for their contact record in IQ.

6. If the constituent’s information is currently not stored in IQ, type their information and select Add New Contact.

a.Respond: This completes the opinion record and is routed to the person listed in the Assigned To field.

b.Do not Respond: This completes the opinion record and is saved in IQ. No further action is required.

c.Exit: This navigates you out of the Opinion Center page and will NOT save the information. DO NOT select this option unless you wish to cancel the documentation of this opinion.