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Viewing and Modifying an Existing Call Group Properties
- With the Call Group list open, click the Properties button on the toolbar or right-click a row in the list in the grid and choose Properties from the shortcut menu.
- Edit the name of the call group in the Name field and the description in the Description field
- Choose the Extended status group from the drop-down list.
- Click the Save button.
The Edit Call Group page opens.
Figure 1 - The Edit Call Group page
You can choose from the list of available extended status groups (go to Adding and Managing an Extended Status Code Group for more information). The selected Extended status group will be used with the current Call Group.
The page closes and the call group with modified properties appears in the Call Group list.
Viewing and Modifying Call Group Parameters
Use this procedure when you need to configure the parameters of a freshly created call group or edit the parameters of an existing call group.
Make a note of the delivery algorithm when you configure the call group parameters.
Important!
For the interviewer to start working in the Call Group mode, they must be assigned to a call group, they must work in the Survey Selection Interviewing mode, and the Call Group mode must be enabled for the survey they are working with.
Note that a list of the predefined extended statuses is given in Appendix F (go to Appendix F - List of Predefined Extended Statuses for more information).
Viewing the Call Group parameters
Double-click the Call Group item in the list and click the View button on the toolbar, or right-click its name and choose View from the shortcut menu.
The properties of the selected Call Group are displayed.
Figure 2 - Viewing the Call Group parameters
Editing the Call Group Parameters
To add an extended status to the call group, in the Extended Statuses tab click the Add button .
The Add Statuses dialog opens.
Figure 3 - The Add Statuses dialog
The dialog lists those extended statuses that are not included in the Call Group list. Select one or a number of extended statuses from the list by checking the appropriate boxes, and click Add Statuses button below the list when you are done.
Selected extended statuses will appear on the Extended Statuses tab in the bottom frame.
To delete extended statuses from the Call Group, select one or more extended statuses in the list on the Extended Statuses tab and click Delete, or right-click any selected row and choose Delete from the context menu.
A confirmation message is displayed; click OK to delete the selected extended statuses.
By default all extended statuses are added to the list with the priority value 1. You can change the priority of a group, and you can prevent calls with certain extended status from being delivered by changing the priority value of the call group to 0.
To change the priority value either double-click the required extended status in the list on the Extended Statuses tab, or click the Change Priority button on the frame toolbar, or right-click the required extended status and choose Change Priority from the context menu.
The Change Priority dialog opens.
Figure 4 - Changing the priority value of the selected extended status in the Call Group
Select the new priority value, then click Change Priority to confirm your selection.
The modified priority value is displayed in the Priority column for the corresponding extended status on the Extended Statuses tab.
Important!
If a priority value had previously been individually assigned to the particular call, then this priority value will take precedence over the priority value assigned to the call through the Call Group.
You can assign interviewers to the call group. To do this go to the Interviewers tab in the lower frame.
Figure 5 - Example of the Interviewers tab
To add an interviewer to the call group click the New button on the toolbar. The Add Assignment dialog opens.
Figure 6 - Assigning a new interviewer to the call group
Select one or more interviewers in the list and click Add interviewers. The selected interviewers will appear in the list on the Interviewers tab.
You can remove interviewers from the call group. To do this select the relevant interviewers in the list on the Interviewers tab and click the Deassign button on the frame toolbar.
A confirmation message is displayed, click OK to confirm. The selected interviewers are deleted from the list of assigned interviewers.