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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'''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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'''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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'''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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'''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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'''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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'''Create Date''' - The date and time this call was created
  
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'''School''' - School site number
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'''Created By''' - The username of the person who created this call
  
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'''Arena''' - Category that the message is associated with
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'''Title''' - Title of the call being made
  
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'''Code''' - Arena Code
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'''Call Description''' - Description of the call being made
  
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'''Staff ID''' - Staff identification number
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'''Arena''' - The arena or area of this call
  
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'''User Name''' - User Name
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'''Call Type''' - The delivery method used for this call
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'''Voice Call''' -
 
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'''Voice ID''' - Indicates use of recorded voice message
 
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'''SMS Call''' - Indicates use of SMS message
 
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'''Created Date''' -
 
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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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*To delete a scheduled call, 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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*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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#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, 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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#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 '''Edit''' to edit the voice details.
  
  
 
'''[[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