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Moving a Call

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    You can modify the Extended Status of an interview, for example if you plan to repeat the interview. This is called moving a call. You can manually assign an Extended Status to the selected interview, or to a number of interviews, and they will be “moved” into this status. This operation can be performed for an interview/call in any state.

    Moving an interview/call

    1. Select the required interview (or a number of interviews).
    2. Right-click the selected interview and choose Move Selected Only from the shortcut menu.

      3. Alternatively you can choose Move Entire List from the shortcut menu.

      The Move… dialog opens.

      Figure 1 - Move Selected Interviews Only dialog

    3. Select a new Extended Status from the Extended Status drop-down list (go to Appendix F - List of Predefined Extended Statuses for more information).
    4. Click Move to confirm the change.

    The operation progress dialog opens.

    Figure 2 - Move operation monitor window - operation completed successfully

    The following information is displayed in the dialog.

    • Progress bar - displays the percent of the processed records.
    • ID - the Move operation ID.
    • Status - this field shows current operation status: "Not started" means the operation has not commenced yet, "In progress" means the operation is in progress at the moment, "Partially completed" means all records were processed but some were not moved, "Complete" means all records were successfully moved, "Failed" means no records were moved.
    • Start time - operation start time and date (uses the local timezone settings).
    • End time - operation finish time and date (uses the local timezone settings).
    • Progress - displays dynamic content describing the current operation state, and any errors if any occur in the course of the operation.

    An operation may not finish successfully. The Progress field always shows a short verbal operation summary on completion. The following unsuccessful outcomes are possible:

    • Partially completed operation;
    • Failed operation (an error has occurred).

    Note that the Move operation is assigned the "Failed" status only when ALL selected records could not be moved to the specified extended status.

    In the event a "Partially completed" or "Failed" status is given, retry the operation. If the error persists, contact the support team to find a solution.

    By default the "Close when operation finishes" box is checked. Clear this box if you want to keep this window displayed. Messages displayed in the Progress field can then help you analyze the operation outcome.

    If you have cleared the Close when operation finishes box, when you wish to close the window click the Close button. When the Move operation is complete, the interview list in the Call Management dialog refreshes and the selected interviews/calls are moved to the specified statuses.