| Field Name | |
|---|---|
| Outbound Type* | The type of Outbound. Dynamic Outbound Type
Choices are: (1) Message - used to send a person or people a general message. (2) Notification - used to send a person or people job assignment details. (3) Roster Alarm - used to send a person or people active roster alarm details (4) Fill Vacancy - used to fill a vacancy via Outbound. The Outbound module uses two methods to fill vacancies. Choices are:
|
| Send Over Next* | Indicates how long in minutes the Outbound
module should work on this outbound item. Entry limited to 1 - 1440
(24 hours). Applicable for Outbound Type: 1, 2, 3, 4 |
| Maximum Attempt per Submit* | Indicates the maximum number of times the Outbound
module attempts to call the candidate. Entry limited to 1 - 99.
This means if you select Contact Method 1st and 2nd, then the minimum value
in this field is 2. The actual number of attempts may be less, depending
on the time allotted to the Outbound Module to make the calls and/or
whether the person acknowledges the contact item in the first call
attempt, this means if max call attempts is set to 3 and the recipient
takes action either by accepting, acknowledging, rejecting... then
outbound will stop contacting the person after the first attempt. Applicable for Outbound Type: 1, 2, 3 Maximum Attempts per Submit uses the value supplied in Send Over Next to determine the number of contact attempts via Outbound Submit. Frequency is not dependent on type. The frequency is dependent on when Outbound connects with the Contact Manager, the number of attempts defined, reserved time, and the contact type. For example:
|
| Message* | Use this open field to type the message Outbound
module delivers to users. If the message is sent over the telephone
Text-to-Speech is utilized to communicate the message. Applicable for Outbound Type: 1 |
| Work Code* | Enables when Fill By Person is selected in
Outbound Type. Select a work code for the candidate who accepts
the assignment. Applicable for Outbound Type: 4b |
| Overriding List Chain | Used to optionally override the default List
Chain. The application defaults to a List Chain per configuration
specifications to staff the vacancy or vacancies. If a different
List Chain is preferred, select one from the Overriding List Chain
menu. The list of List Chains visible in the menu is dynamic, if
a List Chain is configured with the Restrict check box then that
List Chain is only visible to users who have Setup: Rules granted
in their Authority permissions profile. Applicable for Outbound Type: 4a |
| Non-Outbound Too | Used to include a List in a List Chain for
job filling purposes that is not typically used to automatically
fill a vacancy because of this the List omits Allow Outbound in
the List’s configuration properties. Non-Outbound Too enables when
the selected List Chain has a List that does not have Allow Outbound
checked. Applicable for Outbound Type: 4a |
| Send | Used to submit the outbound activity. |
| Cancel | Used to close the Outbound area without applying or saving any settings. |
These settings define the contact methods and types for contacting employees. When used to fill a vacancy these setting override the contact methods of the assigned List.
| Field Name | Description |
|---|---|
| On Duty Contact | Used to target the On Duty Contact field for outbound, if found then this contact method is used to contact the employee. |
| 1st Contact | Used to target the 1st Contact field for outbound, if found then this contact method is used to contact the employee. |
| 2nd Contact | Used to target the 2nd Contact field for outbound, if found then this contact method is used to contact the employee. |
| 3rd Contact | Used to target the 3rd Contact field for outbound, if found then this contact method is used to contact the employee. |
| 4th Contact | Used to target the 4th Contact field for outbound, if found then this contact method is used to contact the employee. |
| Used to target an Email address only for outbound in the 1st, 2nd, 3rd, and 4th Contact field. If a match is found then this contact method will be used to contact the employee. | |
| Phone | Used to target a Phone contact type only for outbound in the 1st, 2nd, 3rd, and 4th Contact field. I If a match is found then this contact method is used to contact the employee. |
| SMS | Used to target an SMS contact only for outbound in the 1st, 2nd, 3rd, and 4th Contact field. If a match is found then this contact method is used to contact the employee. |
The Outbound module uses the contact methods supplied by the application (system) or the person (user). The 1st Contact is the primary contact - unless the application is configured otherwise or you choose to override the default contact methods configured through the Outbound Submit window. Contact Methods are processed from the top-down, this means the 1st Contact initiates before the 2nd Contact and so on for Outbound Type: Messages, Notifications, and Roster Alarms.
When using Fill By Rules, however, the application uses the Contact Methods supplied at the List level.1 Choosing a contact type or method in the Contact Methods pane of the Outbound Submit window will override the Contact Methods supplied by the List. Additionally, when you choose a different contact in the Outbound Submit window your selection is saved. To return to the default settings in your next Outbound Submit, simply clear the check box before clicking Send.
The settings listed in the Contact Methods pane of the Outbound Submit window define the contact methods and types used to override the default settings for contacting employees. Choices are: contact types only, contact methods only, or both; if choosing both, be sure the contact method matches the contact type.
Contact Types: On-Duty, 1st Contact, 2nd Contact, 3rd Contact, 4th Contact
Contact Methods: Email, Phone, SMS
Contact Types are staggered when Max attempt is greater than one and the amount of time allotted permits, depending on timing it is possible the time allotted expires before all contact attempts are made. Once a call attempt expires, the application will not re-attempt to deliver undelivered contact items. If this is the case, resubmit the desired item to outbound.
Contact Methods such as Email, SMS, Phone tell the application to target a method stored in Contact Types. Choosing a method of Phone exclusively with no contact types selected tells the application to look for any phone numbers starting from the 1st Contacts and through the 4th Contact. The first phone number found to contact the person will be used. If multiple phone numbers exist and max attempt is greater than one then the application will contact the person more than once and will use the next phone number listed. However, once a person accepts or acknowledges a contact then the application will stop contacting the person regardless of max call attempts. Additionally, if the 1st Contact attempt fails, the application will immediately use the next available contact.
Moreover, when choosing a mix of methods types, be sure the selected method can be found in the selected type. This means if you choose Email along with 1st Contact, then the application will look for an email address in the person’s 1st Contact field, if found the candidate will be contacted, if an email is not found or the 1st Contact is blank then Invalid Contact Method will be returned.
Choosing both a contact type and a contact method in the same submit is used when employee contacts are fixed targets, typically, through integration, data import, and/or limited user access controls. When contact types are specific to contact methods for employees, choosing a contact type and a contact method used to quickly outbound to a known and specific contact type target.