Adding a Call

This command is used to add a new call or modify the properties of an existing call for any existing interview.

Although this command is chosen from the context menu, it is not performed for the currently selected interview but for any interview with the specified ID. If you specify a non-existent interview ID a warning message will be presented.

Adding a New Call (Or Modify Properties Of Any Existing Call)

This command can be performed for interviews in any state - Scheduled, Not Scheduled, or Active.

1. Right-click anywhere in the grid in the Interview/Call list in the Call Management window, and choose Add from the context menu that appears, or click the Add New button on the toolbar.

The Add Call dialog opens.



Figure 1 - Adding/modifying the call properties

Here you can configure all call properties, however you cannot assign the call to an interviewer/group.

2. Specify the Interview ID.

Note that only a single call per interview can exist. If a call does not currently exist for the selected interview then one will be created, if this interview already has a call then its properties will be updated. If you specify a non-existent interview ID, a warning message will be presented.

3. You can specify whether the call would be created/updated as with a "disabled", or "enabled" call. To create/update a call as "enabled", check the Enable box. This is the default setting. To create/update a call as "disabled" call clear the Enable box (go to Disabling and Enabling Calls for more information).
4. Configure other call properties as required (go to Editing and Deleting a Call for more information).
5. On completion click Create Call to create a new call or change the existing call properties.

The created/edited call is assigned the Scheduled state.