Difference between revisions of "Daily Call Center"
Jump to navigation
Jump to search
Ascentadmin (talk | contribs) m |
Ascentadmin (talk | contribs) m |
||
| Line 12: | Line 12: | ||
| colspan="4" style="width: 265px;" | Daily Call Center boards are used to manage jobs by dispatch card. The boards are customizable. | | colspan="4" style="width: 265px;" | Daily Call Center boards are used to manage jobs by dispatch card. The boards are customizable. | ||
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Unlimited Forms | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Board_Maintenance|Unlimited Forms]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Custom Filters | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Board_Maintenance|Custom Filters]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Color indication by Job Types, Service Types, Priorities, due dates and times. | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Board_Maintenance|Color indication by Job Types, Service Types, Priorities, due dates and times.]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Clone boards | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Board_Maintenance|Clone boards]] |
|- | |- | ||
| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Private or shared boards | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> [[Board_Maintenance|Private or shared boards]] |
|- | |- | ||
| | | | ||
Revision as of 07:17, 19 July 2024
| |||
| Navigation | |||
| Select Dispatch > Daily Call Center | |||
| Overview | |||
| Daily Call Center boards are used to manage jobs by dispatch card. The boards are customizable. | |||
| • Unlimited Forms | |||
| • Custom Filters | |||
| • Color indication by Job Types, Service Types, Priorities, due dates and times. | |||
| • Clone boards | |||
| • Private or shared boards | |||
| Buttons and Links | |||
| Once a job is selected the job management buttons are available for use. | |||
| • Job Link - Links to the selected job for a complete view of the job details. | |||
| • Transactions Button - Opens the transactions entry form. | |||
| • History Button - Opens the job history form. | |||
| • Map - Opens a map that displays the site location. | |||
| • Timer - Starts/Stops the timer for the selected job. | |||
| |||
| Reportable Indicators | |||
| When clicked, each indicator opens a corresponding report. | |||
| • Unassigned Jobs - Counts jobs not assigned to a servicer. | |||
| • Total Work Hours - The number of servicers on the board multiplied by the number of hours on the board. | |||
| • Total Allocated Hours - Of the total work hours, the number that have been allocated to jobs. | |||
| • Efficiency Percentage - Efficiency percentage is the percentage of total hours that are either booked with estimated hours or hours of labor that appear on jobs that are field complete or beyond. | |||
| • Arrival Time Exceeded - The number of jobs for the listed servicers that not in a the status assigned to “On Site” or later in the workflow that are beyond the scheduled date and time. | |||
| • Jobs Enroute - The number of jobs for the listed servicers that are in the status that is designated as the “Enroute” status. | |||
| • Jobs on Site - The number of jobs for the listed servicers that are in the status that is designated as the “On Site” status. | |||
| • Jobs Field Complete - The number of jobs that have been marked with the status code Field Complete. | |||
| |||
| Buttons | |||
| • Unassigned | |||
| • Job Management | |||
| • Maintenance | |||
| • Shift Schedule | |||
| • Call Center Map | |||
| Unassigned Jobs | |||
| Lists the jobs from which a servicer has yet to be assigned. The dispatch can be selected for editing. | |||
| |||
| Map | |||
| Displays all the open jobs for the board. Mouse over the pin to get job details. Click the address to zoom into a call.. | |||
| |||
| Map | |||
| |||
| |||
| Call Details | |||
| Used to edit job and or dispatch details. | |||
| |||
| Call Notes | |||
| Used to add/edit job notes | |||
| 20ScheduleTechtimeoff.png | |||
| Schedule Time Off | |||
| Used to schedule time off for servicers. | |||
