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Work queues organize open review work across profiles, potential matches, risk assessments, and document verifications. Administrators define useful views and, when needed, an assignment pool. Members then work from My Work or open a shared queue to choose an item.
Your organization’s standard operating procedures (SOPs) govern which work to prioritize, how often to review each queue, applicable service-level agreements (SLAs), escalation paths, and disposition policy. Minerva provides the work views and assignment tools; it does not replace those procedures.

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Roles at a glance

Members can open and use queues, but only Owners and Admins can change queue definitions or assignment settings. Demo organizations are read-only.

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Admin setup

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Create the first queue

Go to Dashboards > Work Queues. If the organization has no queues, the setup gallery appears on the page.
  1. Select All open work for the simplest starting point. It includes open profiles, potential matches, risk assessments, and document verifications in one queue.
  2. Give the queue a name and description that match your team’s operating language.
  3. Review each section’s item type and filters. A section is one tab in the finished queue.
  4. Choose the sort order and default view.
  5. Under Assignment, choose Manual or Round robin.
  6. Save the queue, then open it from the queue list to confirm that its sections and counts match the intended workflow.
Start with one broad queue and split it only when different work needs a different owner, cadence, SLA, or policy. Too many overlapping queues can make the same item appear in several places without changing who owns it.

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Choose queues for common situations

The setup gallery includes templates that can be adjusted before saving. Queue templates are starting points. Confirm every section, filter, and assignment setting against the organization’s SOP before saving.

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Choose an assignment method

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Manual

With Manual assignment, new items stay unassigned until a member takes one or an authorized user assigns it. Use this when members deliberately pull work based on expertise, jurisdiction, priority, or another rule in the team’s SOP.

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Round robin

With Round robin, new unassigned items are shared across available members of the assignment pool. Use this when work can be distributed evenly and the team does not need to choose each item first. Round robin applies to new assignments. Existing work keeps its current assignee when the pool or method changes; editing the pool does not rebalance it. Members control whether they are Active or Away under their account’s work queue availability setting. Away excludes a member from new assignment decisions after the change is recorded, although an allocation already in flight can still complete.
The assignment pool selects who can receive new work. It does not grant access to a queue or its items. Some item types use assignment behavior owned by their source service. The queue builder shows which assignment controls apply. When assignment is not available in the queue table, open the item and use the assignment control on its own page.

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Maintain the queue list

The Admin view includes queue-management controls in addition to the same queue list members use. Administrators should periodically confirm that:
  • queue sections still match the team’s SOP and current product entitlements
  • assignment pools contain active team members and exclude people who no longer receive that work
  • overlapping queues remain intentional
  • descriptions clearly tell members what belongs in each queue
  • queues with no open items are genuinely caught up, rather than filtered incorrectly

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Member daily workflow

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Start in My Work

Go to Dashboards > My Work to see open items assigned to you across queues. My Work deduplicates items that appear in more than one saved queue, so its count is the most useful personal backlog count.
Document verification availability and configuration vary by organization. Sessions in Pending or Request sent do not appear as open analyst work in My Work. Held for review is a finding-level label, not a universal work-queue state. Follow your organization’s SOP for priority, escalation, and disposition decisions.
Use the section tabs to move among Profiles, Potential matches, Risk assessments, and Document verifications. A section appears when that type is available to your organization and assignable to you. Statuses are item-type specific rather than one universal queue workflow. Examples of open, workable states include:
  • Potential Match or In Review on a profile
  • Unresolved or Reopened on a potential match
  • Ready for review, In review, Waiting for user, Interrupted, Escalation, or Reopened on a risk assessment
  • Requires review or Escalation on a document verification
A document-verification finding can also be Held for review within its finding workflow. That label describes the finding, not a generic state shared by every queue item. Sessions that are still Pending or Request sent are not open analyst work. Open an item and complete the review on its own page. An item leaves the default Outstanding work view when its status is no longer open and workable for that item type. As assigned items leave those states, the My Work count decreases. Use All items to see previous assigned work that is no longer in the outstanding view. Use All items when you need to see work that has left the outstanding view. A lower My Work count does not by itself determine whether an SLA or review obligation is complete; apply the organization’s SOP and verify the item’s final disposition.

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Pull work from a queue

If My Work is clear, or your SOP directs you to a shared queue:
  1. Go to Dashboards > Work Queues.
  2. Open the queue that matches the required priority, channel, finding type, or situation.
  3. Use Mine to focus on items assigned to you, or use the queue’s broader view to see available work.
  4. Select Take on an available item, or open it and assign it on the item page when that is where assignment is supported.
  5. Complete the review on the item’s own page, following the required disposition and escalation policy.
Return to the queue list to choose a different queue or favourite one you use often. Favourite queues you use often. Favourites change how your queue list is organized; they do not change queue membership, item ownership, or priority.

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Wait for round-robin work

When your team uses round robin, keep your work queue availability accurate:
  • choose Active when you are ready to receive new work
  • choose Away when you should not receive new assignments
  • work assigned items from My Work in the order required by your organization’s SOP
Do not take work from another queue merely because My Work is temporarily clear if the team’s SOP requires you to wait for a particular assignment or escalation path.

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When a view is loading, clear, or unavailable

  • A loading view has not confirmed its counts yet. Wait for it to finish before deciding that no work exists.
  • This queue is clear or You’re caught up is a successful empty state for the current view. Check active filters and the selected section before relying on it.
  • If a queue cannot load, use Try again. If the problem continues, check your connection and contact your Minerva administrator or Minerva Support.
  • If no queues exist, a member sees that the organization has not created one yet. Ask an Owner or Admin to complete the first-queue setup.

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Operational checklist

Before each review session:
  • confirm the selected workspace and organization
  • follow the queue order, cadence, and SLA defined by your SOP
  • check My Work before pulling unassigned work, unless your SOP says otherwise
  • keep round-robin availability current
  • review active filters before concluding that a queue is clear
  • complete the decision on the item’s own page rather than treating assignment as completion
  • escalate exceptions through the organization’s approved process