The CSS Dashboard screen with Surveys and User Name are displayed.
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Tip: This screen can be viewed at any time by Clicking Home in the upper right corner of the screen.
Navigating Call Tabs
Click Today’s Callback Tab.
Calls reschedule for today’s calendar date are displayed
Click Dropped Calls Tab.
Calls that were dropped while in process are displayed.
Click Spanish Speaking Tab.
Spanish speaking designated member calls are displayed
Click Find Tab.
Enter search criteria.
Click Go.
Specific member to call for the survey is displayed.
Navigating Call Results:
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Click Today’s Results.
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The graph of today’s results is displayed.
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Click Overall Results.
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The graph of overall survey results is displayed.
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Click Goal.
A graph of the survey member participation is displayed.
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Start
Click the orange “Start a Call” button to select a random individual to call.
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Step 1
Click the Today’s Callback tab to view calls rescheduled for today.
Take a look at the Status column to see what time has been requested for a callback. You’ll want to coordinate with your fellow surveyors to ensure timely callbacks.
Click “Start Call” to begin the callback. If the previous caller left notes, you’ll see a number next to the Notes tab.
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Step 2
Click the Dropped Calls tab to see calls that were dropped while the caller was on the phone.
If you were on a call that dropped, there are a couple of ways to get back to it. Click the column headers to sort by Name or Last Response, or start typing the individual’s name in the search box to locate them.
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Step 3
Click the Spanish Speaking tab to see calls that have been reassigned to Spanish-speaking callers. Click “Start Call” to begin the callback process.
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Step 4
If you need to search for a specific individual, click the Find tab and enter your search criteria. Click “Start Call” to begin the call process.
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