Using general schedules to manage complex call lists
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Transcript of Using general schedules to manage complex call lists
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Complex Call Lists
Utilizing Manitou’s General
Schedules
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Scenario:Complex Rotation of Call list standby Personnel:● January 1(4:30 PM) -15 (4:30 PM)
Joe is the Standby person to call.● January 15-22 Jim is the Standby
person to call.● January 22-February 5 Janice is the
Standby person to call.● Etc…
No one rotates in a specific, repeatable, fashion.
AND
They have different people to call DURING Business Hours.
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Step 1
Create Call List Availability General Schedule
If you have questions regarding creating General Schedules, review the document found on Bold’s Support Web site.
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Step 2 - Fill in General Schedule
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Step 3 - Repeat 1 & 2 for all schedules
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Step 4 - Create Sub Call Lists
This step assumes that you have already tied your contacts to the Contact List
All lists show
in the Call List
form.
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Step 5 - Link Sub lists to Call ListsAnd pick the Defer To list.
Remember, the last list doesn’t defer to anything. This prevents a continuous loop.
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Step 6 - Create a General Schedule for regular business hours
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Step 7 - Add the 1st Sublist to the Main Call List
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Step 8 - TEST!!
Send a manual signal into the account, ensuring that the time of day is correct, and see if you get the correct person for the active standby list.
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Suggested uses
● Customers who provide annual On-call (Standby) schedules
● When the on-call (standby) schedules do not rotate exactly on a specific day or time