E. A: Service Groups Menu
The service group Cultivation does not yet exist. You need to create it.
Set Up Service Group
- Go to
Contacts
and click onService groups
. - Click
Add
.
- Give the service group an appropriate name. In this example, Cultivation.
- Select the appropriate schedule. In this example, we use Standard.
- Click
Add
and add the contact Dylan. - Select the desired call media: App alert and Voice alert.
- Check the call sequence and adjust if necessary. Keep in mind personal preferences as indicated in the situation diagram.
- If necessary, set an acceptance time for each call medium and specify when this call medium should be used: App alert with Acceptance time for Day and Night | Voice alert without Acceptance time for Night.
Note: all call media set per contact will be used before the next person in the duty schedule is contacted.
- Click
Save
.
Repeat steps 5 to 9 for contacts Bryan and Peter. Keep in mind personal preferences as indicated in the situation diagram. The order of contacts in the service group is used only if no shifts have been created in the duty schedule.
The service group for Example A then looks as follows:
- If necessary, change the Number of acceptances, the Max. attempts list, Acceptance time, the Call attempts and the Time between call attempts. See Section 5.2. of the manual for further explanation.
- Click
Save
.