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ID37 - CallBoardSummary Status Overview & Sample

ID37 Column Descriptions

(To Tech sending function for this alert does not work)

 

From left to right across ID37 Table

 

1. Manager assigned to tech in eAuto

2. Technician

3. CarryOver – ALL calls existing yesterday (including on hold, pending, etc.) that were not closed by end of the day yesterday  (CarryOver calls are all calls which were open at the start of the morning, regardless of other factors) 

4. New Today (+) – new calls assigned to technician today

ID37_Take2_1.png

 

5. NewR/S(+) – new reschedules created today  

(*IncompletedToday are calls which were marked Incomplete so they could spawn a new Rescheduled call, which is what the 'New R/S(+)' column shows.)

NOTE - New or Carryover call can be a Cancelled or Closed

6. Closed (-) – total calls closed today

7. Canceled (-) – total calls canceled today

8. Dispatched (-) – shows who is currently dispatched at time the alert runs (will be blank if no one is currently dispatched)

9. Total Pending Calls – total calls still open that haven’t been closed, not inhaled, not waiting for parts, canceled or dispatched to

ID37_Take2_2.png

 

10. OnHold – total calls currently on hold for tech (i.e. Parts Hold, Credit Hold)

11. WaitingParts – total calls on hold for parts

12. InCompletedToday – totals calls tech was dispatched to, but was unable to complete today (IncompletedToday are calls which were marked Incomplete so they could spawn a new Rescheduled call, which is what the 'New R/S(+)' column shows above) 

13. NewCallBacks – totals calls pending that are considered Call Backs (based on eAuto settings, please use this link o see where to find your settings: https://ceojuice.zendesk.com/entries/23023813)

ID37_Take2_3.png

 

(This alert can be run 2x per day if needed)

Use this link to customize which techs are listed or not listed in this alert:

https://ceojuice.zendesk.com/entries/21797029

To exclude a tech from this table, you will need to make sure to set the ZCJFIELDTECH to ‘NO’. 

 

 

 

 

  

 

 

 

 

 

 

 

 

 

 

 

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