Context

Transfer routes into Billing & Upgrades should be removed or blocked entirely however with pop up process / info in place to help advisors acclimatise to the change in system/process.

Ability to complete a Same Skill Transfer should be blocked with appropriate on screen pop up / messaging to alert the advisor as to why they can not complete that action

Pop Up only on Transfer Option into Mobile Attraction (90% of advisors have training to complete this action however there are small pockets of off shore advisors who will need to transfer this call.Transfer routes into Billing & Upgrades should be removed or blocked entirely however with pop up process / info in place to help advisors acclimatise to the change in system/process.

Ability to complete a Same Skill Transfer should be blocked with appropriate on screen pop up / messaging to alert the advisor as to why they can not complete that action

Pop Up only on Transfer Option into Mobile Attraction (90% of advisors have training to complete this action however there are small pockets of off shore advisors who will need to transfer this call.

Through simplification we have raised into UKIS, the blocking of same skill transfers. We have already engaged and it has been assigned for an IA with John Isgroves team on 05/05

We have been advised by John to raise a CR in case we need a STAN change which he advises will be highly likely

Getting this in through AHA, have also emailed this to Darren Walker