Weekly list of closed calls per specified Bill Code, Call Type, or Problem Code
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
The service manager might want a weekly list of closed calls to review for a specific type of work performed. To allow for maximum flexibility (yet work within practical limitations of having our alerts work for as many clients as possible), this alert will list all closed calls of Bill Code W or Call Type X, or Problem Code Y.
You may also specify to only include calls for techs assigned to specific managers (per eAuto employee record) in Variable Z. Leave blank for all, or separate a list of the manager's Employee Numbers with a comma to have the alert include only specific managers. This alert will send one email for each manager's team.
Use ID635 for an additional version of this alert to fire on different Bill Code, Call Type, Problem Code, and/or Tech Manager.
Run Schedule: Fridays
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Enter Bill Code(s), not description, separate multiple entries with a comma.
Variable X: Enter Call Type(s), not description, separate multiple entries with a comma.
Variable Y: Enter Problem Code(s), not description, separate multiple entries with a comma.
Variable Z: Enter Manager's Employee Number to limit which Managers and Techs alert reports on, separate multiple entries with a comma.
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Alert Functionality
Alert Functionality
1. The alert reports on any calls closed since the alert last fired that meet Bill Code (1), OR Call Type (2), OR Problem Code (3) listed in your variables. If any of those three conditions are met, then the alert will trigger.
2. VariableZ provides the ability to limit what tech's alert reports on. List in VariableZ the Employee Number (not UserID) of the Tech Manager. Make sure tech's e-automate Employee Record has the correct Tech Manager populated:
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Best Practices & Tips
Best Practices & Tips
1. Bill Codes, Call Types, and Problem Codes can be found in eAuto under Tools / Lists & Codes:
**Alert variables need Code, not Description**
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Related Alerts
Related Alerts
ID635 - Additional cloned version of ID128
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