Difference between revisions of "Manage Scheduled Calls"

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'''This program will provide a way for the user to see scheduled calls and delete them if needed.'''
 
'''This program will provide a way for the user to see scheduled calls and delete them if needed.'''
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==Video==
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:Click the following link to view: [https://wiki.edgear.net/wiki/w/images/1/1d/Manage_Scheduled_Calls.mp4 Manage Scheduled Calls]
  
 
==Menu Location==
 
==Menu Location==
  
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[[File:scheduledcallsmenu.png]]
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'''Communication > Lists > Manage Scheduled Calls'''
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On the left navigation panel, select '''Communication''' > '''Lists''' > '''Manage Scheduled Calls'''.
 
  
 
==Setup Options==
 
==Setup Options==
  
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[[File:scheduledcallssetup.png]]
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[[File:mngschedcallssetup5.png]]
  
 
'''Year''' - Select desired year.
 
'''Year''' - Select desired year.
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'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.  
 
'''School''' - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.  
  
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'''As of Date''' - Usually set to current date.  Date students are enrolled.
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'''Arena''' - Leave blank to show all scheduled call types.  Select to limit display of scheduled calls to a specific type:  “EV”  = Event, “AT” = Attendance, “DI” = Discipline, "GE" = Group Events, “GR” = Grade, "ST" = Staff.
  
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'''Arena''' - Leave blank to show all scheduled call types.  Select to limit display of scheduled calls to a specific type:  “EV”  = Event, “AT” = Attendance, “DI” = Discipline, “GR” = Grade, "ST" = Staff.
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'''From Date and To Date''' - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.
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'''User Name''' - Leave blank to show scheduled calls from any user.  Select to limit display of scheduled calls created by a specific user.
 
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'''Voice ID''' - Leave blank to show scheduled calls for any ID code.  Select to limit display of scheduled calls by ID number.
 
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'''Scheduled Time''' - Leave blank to show scheduled calls for any time.  Select to limit display of scheduled calls to a desired time.
 
  
 
'''OK''' - Click to continue
 
'''OK''' - Click to continue
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'''Delete''' - Click to delete this call
 
'''Delete''' - Click to delete this call
  
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'''Year''' - Current year
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'''Schedule Date''' - The date and time this call is scheduled to run
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'''District''' - District number
 
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'''School''' - School site number
 
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'''Arena''' - Category that the message is associated with
 
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'''Code''' - Arena Code
 
  
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'''Staff ID''' - Staff identification number
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'''Create Date''' - The date and time this call was created
  
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'''User Name''' - User Name
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'''Created By''' - The username of the person who created this call
  
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'''Voice Call''' -  
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'''Title''' - Title of the call being made
  
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'''Voice ID''' - Indicates use of recorded voice message
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'''Call Description''' - Description of the call being made
  
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'''SMS Call''' - Indicates use of SMS message
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'''Arena''' - The arena or area of this call
  
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'''Created Date''' -
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'''Call Type''' - The delivery method used for this call
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'''Scheduled Time''' -
 
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'''Message''' -  
 
  
 
'''Count''' - Distinct count of students/staff to be contacted
 
'''Count''' - Distinct count of students/staff to be contacted
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====Manage Scheduled Calls Screen Features====
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===How-to===
  
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*On screen will be a listing of scheduled calls based on the Setup box settings.
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#On screen will be a listing of scheduled calls based on the Setup box settings.
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#Click on the row of the call to see the people names of which the calls are being sent.
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*To delete a scheduled call, locate the column on the far left labeled '''Delete'''.  
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#To delete a scheduled call, go back to the orignal screen and locate the column on the far left labeled '''Delete'''.  
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#Browse down to the row of the scheduled call to be deleted.
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*Browse down to the row of the scheduled call to be deleted.
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#Click on the red '''Delete''' cell at the start of the row.  A dialog box will appear asking if the user really wants to delete the scheduled call.   
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#Click '''Yes '''to delete the scheduled call.  Click '''NO''' to stop the deletion and return to the Manage Scheduled Calls screen.
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*Click on the red '''Delete''' cell at the start of the row.  A dialog box will appear asking if the user really wants to delete the scheduled call.   
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#Click on '''Edit''' to edit the voice details.
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*Click '''Yes '''to delete the scheduled call.  Click '''NO''' to stop the deletion and return to the Manage Scheduled Calls screen.
 
  
  
 
'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
 
'''[[Standard Print Options | Print]]''' - This will allow the user to print the report.
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[[Communication|'''Communication''' Main Page]]
 
[[Communication|'''Communication''' Main Page]]
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----
 
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[[WebPams|'''JCampus''' Main Page]]
 
[[WebPams|'''JCampus''' Main Page]]

Latest revision as of 10:44, 31 July 2023

This program will provide a way for the user to see scheduled calls and delete them if needed.


Video

Click the following link to view: Manage Scheduled Calls

Menu Location

Communication > Lists > Manage Scheduled Calls

Setup Options

Mngschedcallssetup5.png

Year - Select desired year.

District - Default value is based on the user's security settings. It will be limited to their district only.

School - Default value is based on the user's security settings. If the user is assigned to a school, the school default value will be their school site code.

Arena - Leave blank to show all scheduled call types. Select to limit display of scheduled calls to a specific type: “EV” = Event, “AT” = Attendance, “DI” = Discipline, "GE" = Group Events, “GR” = Grade, "ST" = Staff.

From Date and To Date - A set of dates that limits the selection of records for the report to a beginning date (from) and an ending date (to) range.

OK - Click to continue

To find definitions for standard setup values, follow this link: Standard Setup Options.

Main

Scheduledcallsmain.png

Column Headers

Delete - Click to delete this call

Schedule Date - The date and time this call is scheduled to run

Create Date - The date and time this call was created

Created By - The username of the person who created this call

Title - Title of the call being made

Call Description - Description of the call being made

Arena - The arena or area of this call

Call Type - The delivery method used for this call

Count - Distinct count of students/staff to be contacted

Edit - Edit the time and message for a call.

To find definitions of commonly used column headers, follow this link: Common Column Headers.


How-to

  1. On screen will be a listing of scheduled calls based on the Setup box settings.
  2. Click on the row of the call to see the people names of which the calls are being sent.
  3. To delete a scheduled call, go back to the orignal screen and locate the column on the far left labeled Delete.
  4. Browse down to the row of the scheduled call to be deleted.
  5. Click on the red Delete cell at the start of the row. A dialog box will appear asking if the user really wants to delete the scheduled call.
  6. Click Yes to delete the scheduled call. Click NO to stop the deletion and return to the Manage Scheduled Calls screen.
  7. Click on Edit to edit the voice details.


Print - This will allow the user to print the report.


Communication Main Page


JCampus Main Page

Retrieved from EDgear Wiki