Alert to notify when a service call for either contract inspection or termination has been closed, based on the call type used on the call.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert was originally built to notify the contract admin team when service calls for either contract inspections or terminations were closed, but can be used for any process where a team member needs to be made aware when a service call of a specific call type has been closed.
Run Schedule: Daily at 5:30 PM
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Call Type - Contract Insp - List the call types that indicate the call is for contract inspection.
Variable X: Call Type - Contract Term - List the call types that indicate the call is for contract termination.
**The alert will trigger on any call types entered into the variables; the call types do not need to be specific to either contract inspection or termination.**
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Alert Functionality
Alert Functionality
1. When a service call is closed for one of the call types listed in either Variable W or Variable X, the alert will trigger and send an email to the users listed in the To/CC/BCC of the alert subscription.
2. View the various call types set up in e-automate by going to Tools - Lists and Codes - Call Types:
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Best Practices & Tips
Best Practices & Tips
1. When taking equipment under contract that has not been covered under one of your contracts previously, it is typical to inspect the equipment first and bring it up to spec before the equipment is added to a contract. Some dealerships, when a customer terminates a contract, want to send a tech out for a final call to pick up any extra toner/supplies that might have been stockpiled by the customer. In both of these cases, the contract/supply dept needs to be notified so they can activate/deactivate the contract once the appropriate call type has been closed.
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Related Alerts
Related Alerts
ID176 - Call Opened/Closed on New Equipment within X days of Install
ID214 - Install/Pickup Call Type Category Calls Closed
ID266 - Notify Sales of Service Call Status by Call Type
ID507 - Alert to Advise of Call Closed
ID656 - Call Opened of Call Type Category or Call Type or Priority or Bill Code or SLA Code
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