399
edits
Changes
From All n One's bxp software Wixi
Instant - Reminders and Case Management
=='''Instant - Reminders and Case Management'''==
# Reminders - By Camapign
# Reminders - By Period
# Reminders - By Individual
# Case Reporting - Open Cases
# Case Reporting - Exception Cases
# Case Reporting - Reopened Cases
# Case Reporting - All Cases
# Case Reporting - All Cases - Case Report Format
===='''Reminders - By Campaign'''====
*Choose the campaign from the list on the screen.
*If there are any reminders associated with this campaign they will be returned to the screen.
*If there are no reminders associated with this campaign, none will be returned.
===='''Reminders - By period'''====
*Choose the date period you would like to report from.
*Click Select.
*A list of Reminders for that period of time will be returned to the screen.
*If there are no reminders available, none will be returned to the screen.
===='''Reminders - By Individual'''====
*Choose the date period you would like to report from.
*Choose the user you would like to base the report on.
*Click Select.
*The Reminders for that user will be returned to the screen for that time period.
*If there are no reminders associated with that particular user, then none will be returned.
===='''Case Reporting - Open Cases'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
*A list of Open Cases will be returned to the screen showing all Incomplete records in this campaign.
===='''Case Reporting - Exception Cases'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
*A list of Incomplete and Complete records will be displayed on the screen in a report.
*This report will show:
# The Contact Type
# The Start and End Interaction time
# The status of the record
# The Duration of the record
===='''Case Reporting - ReOpened Cases'''====
*Choose the date period you would like to report from.
*Click Select.
*A Case Timings report will be generated and displayed on the screen.
*This report displays:
# Campaign Name
# Record Number
# Previous Close
# ReClose
# Duration between closes
===='''Case Reporting - All Cases'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
*A report will be generated and displayed on screen showing:
# Incomplete records
# Complete records
# The contact count on these records
# The Start and End interaction dates and times
# The status of the record (The Outcome)
# The Duration of the record.
===='''Case Reporting - All Cases - Case Report Format'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
**A report will be generated and displayed on screen showing:
# Incomplete records
# Complete records
# The contact count on these records
# The Start and End interaction dates and times
# The status of the record (The Outcome)
# The Duration of the record.
# Reminders - By Camapign
# Reminders - By Period
# Reminders - By Individual
# Case Reporting - Open Cases
# Case Reporting - Exception Cases
# Case Reporting - Reopened Cases
# Case Reporting - All Cases
# Case Reporting - All Cases - Case Report Format
===='''Reminders - By Campaign'''====
*Choose the campaign from the list on the screen.
*If there are any reminders associated with this campaign they will be returned to the screen.
*If there are no reminders associated with this campaign, none will be returned.
===='''Reminders - By period'''====
*Choose the date period you would like to report from.
*Click Select.
*A list of Reminders for that period of time will be returned to the screen.
*If there are no reminders available, none will be returned to the screen.
===='''Reminders - By Individual'''====
*Choose the date period you would like to report from.
*Choose the user you would like to base the report on.
*Click Select.
*The Reminders for that user will be returned to the screen for that time period.
*If there are no reminders associated with that particular user, then none will be returned.
===='''Case Reporting - Open Cases'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
*A list of Open Cases will be returned to the screen showing all Incomplete records in this campaign.
===='''Case Reporting - Exception Cases'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
*A list of Incomplete and Complete records will be displayed on the screen in a report.
*This report will show:
# The Contact Type
# The Start and End Interaction time
# The status of the record
# The Duration of the record
===='''Case Reporting - ReOpened Cases'''====
*Choose the date period you would like to report from.
*Click Select.
*A Case Timings report will be generated and displayed on the screen.
*This report displays:
# Campaign Name
# Record Number
# Previous Close
# ReClose
# Duration between closes
===='''Case Reporting - All Cases'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
*A report will be generated and displayed on screen showing:
# Incomplete records
# Complete records
# The contact count on these records
# The Start and End interaction dates and times
# The status of the record (The Outcome)
# The Duration of the record.
===='''Case Reporting - All Cases - Case Report Format'''====
*Choose the date period you would like to report from.
*Choose the campaign.
*Click Select.
**A report will be generated and displayed on screen showing:
# Incomplete records
# Complete records
# The contact count on these records
# The Start and End interaction dates and times
# The status of the record (The Outcome)
# The Duration of the record.
