Alert for technicians with more than a specified number of pending calls.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert is designed to advise you if any tech has too many Pending calls assigned to him or her. Set your target number as VariableW; if any tech has more calls (Pending + Parts Available calls) than your target number, the alert will let you know so you can prioritize and/or re-assign work. Triggers for ALL call types.
Run Schedule: Hourly during weekday business hours.
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Calls Pending - The number of pending calls for the technician to trigger the alert. The default is 5.
Variable X: Custom Property - The name of the custom property used to indicate that the employee is a field technician. The alert will only report on technicians with this property set to Yes.
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Alert Functionality
Alert Functionality
1. The alert triggers for all call types where the status of the call is Pending:
2. The technician must have the ZCJFieldTech property set to 'Yes' to trigger the alert:
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Best Practices & Tips
Best Practices & Tips
1. None at this time.
Custom Property Set Up
Custom Property Set Up
Follow the steps below to set up the custom property to be available on your employee records. The ZCJFieldTech custom property is used with many CEO Juice alerts, so it may already be set up in your e-automate.
1) In e-Automate, click tools from the top toolbar and then select list & codes:
2) From the list or code type dropdown options, select attributes:
3) Select the new button on the upper-right side.
4) Create the new attribute by completing the fields below and clicking OK:
Attribute name = ZCJFieldTech
Description = Is Field Technician
Data type = yes/no
5) From the list or code type dropdown options, select configurations (custom properties):
6) From the configurations list, double-click on the employee configuration:
7) From the available attributes dropdown, select the attribute you created, check the default value box, and select if you want new records to be defaulted to Yes or No automatically. Next, click quickadd to add it to the selected attributes list. Then click OK to save the configuration.
8) You will now see this custom property in your employee custom properties:
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Related Alerts
Related Alerts
None at this time.
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