Making Calls

From the Home Screen:

1. Click Make a New Call

   

2. New Survey Member with number of times previously called is displayed.

   

3. Click Make the Call.

   1. Tip: Click Do Not Make the Call to abort making the call available to the member.

4. Call Response Options and Call Timer clock are displayed.
   

   

Submitting Call Results

Submit a Call with No Response

1. Click the No Response option.

2. Click Submit Call Information.
   

   

Submit a Call that needs to be Rescheduled

1. Click Reschedule option.

2. Click Reschedule Day Calendar and click date.

3. Click Reschedule Time drop-down and click time.

4. Click the Notes section and enter notes.

5. Click Submit Call Information.
   

   

Submit a Call for a number that needs to be Retired

1. Click the Retire option.

2. Click Retire Reason.

3. Click Submit Call Information.
   

   

Submit a Call that needs to be Abdicated

1. Click Abdicated option.

2. Click the Notes section and enter notes.

3. Click Submit Call Information.
   

   

    

Reassign a Call to a Spanish speaking Call Representative:

1. Click Preferred Survey Language Spanish.

2. Click Reassign to Spanish Speaker.

3. Click the Notes section and enter notes.

4. Click Submit Call Information.

Submit a Call that was Dropped:

1. Click Preferred Survey Language.

2. Click each survey question response and enter free text in any free text response fields.

3. Click Dropped Call-Save.

   

Submit a completed English Survey: 

1. Click Preferred Survey Language English.

2. Click each survey question response and enter free text in any free text response fields.

3. Click Submit Call Information.
   

   

    

4. The system ends call counter. CSS Dashboard screen with correct Survey and User Name is displayed. The call is added to the Today's Results, Overall Results, and Goal graphics.

Tip: If any required answers are left blank the system will display a message stating: An item or items are missing. You will need to Click Return and the system will highlight in Orange the missing required answers.

Tip: Enter None in free text fields if the client has no comments.

Submit a completed Spanish Survey:

1. Click Preferred Survey Language Spanish.

2. Click Proceed with the Survey.

3. Click each survey question response and enter free text in any free text response fields.

4. Click Submit Call Information.
   

   

5. The system ends call counter. CSS Dashboard screen with correct Survey and User Name is displayed. Call is added to the Today's Results, Overall Results, and Goal graphics.