Manual Callout

Modified on Thu, Oct 31 at 6:21 PM

This page lists the manual callouts that result from how your company set up its positive responses to excavators. For details, see Manual Callout Rules

                                                    

This topic covers both the Manual Callout Summary page and the Details page.

                                                                                                                                                                                                                

Columns (Summary)

All columns are sortable by clicking in them.

                                                                                                                

FieldDescription
AttemptsThe number of attempts at calling the contact at the excavator
Contact EmailThe email address of the contact at the excavator 
Contact FaxThe fax number of the contact at the excavator 
Contact NameThe name of the contact at the excavator 
Contact PhoneThe phone number of the contact at the excavator 
Due TimeThe due time of the ticket
Next Attempt TimeThe next time a call out to the contact at the excavator will be made
Ticket IDThe identification number of the ticket (from the one call center)
Ticket TypeTicket types are defined by the One Call Center and come from the ticket

                                                                                                                                                                                                                                                                                                                                                                                                                                

Actions (Summary)

More actions are available on the Manual Callout Details page.

                                                                                                                                                        

ActionDescription
Cancel Items
  1. Check the box of the item to be canceled
  2. In the upper right corner, in the dropdown list, click Cancel Selected Items. Result: The callout is deleted from the Manual Callout Summary. The cancellation is recorded in the ticket's audit history
                                                                    

You can also cancel items from the Manual Callout Details page

Refresh  To display any new items, click Refresh
View Details
  1. In the row for the item, click any data in the Contact columns (Contact Name, Contact Email, Contact Fax, Contact Phone). Result: The Manual Callout Details page appears

                                                                                                                                                                                                                                                                                                                        

Actions (Details)

Follow these steps to work on callouts.

  1. On the Manual Callout Summary page, click any data in the Contact columns (contact name, contact, email, contact fax, contact phone)
  2. On the Manual Callout Details page, indicate who you called, the notes on the call, and the action:

                                                                      
    ActionDescription
    Action

    Busy: The phone call was not answered 

                                                                                

    Cancel: The callout is deleted from the Manual Callout Summary

                                                                                

    Delivered: The call was answered. The callout is deleted from the Manual Callout Summary

                                                                                

    No Answer: The call was not answered

                                                                                

    All actions are recorded in the ticket's audit history

    NotesAny notes on the call 
    Person ContactedThe person you called
                                                                

     

  3. Click Save

                                                    

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