Link Stream/Status to Call Screen Set
You can make a call screen set available to a particular IPK status and stream.
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You can make a call screen set available to a particular IPK status and stream.
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For example, if you have a created a custom screen set for logging Security Incidents (with fields specific to Security issues), you can link this screen set to an IPK Stream, Security, and by extension then, all IPK statuses that are linked to the Stream "Security". When an Analyst logs a Security Incident, the Details window associated with the Security Incident Screen set is used.
The main process for associating custom call screens to IPK streams/statuses is as follows:
As some parameters are read from the database at application start-up, we recommend that there are no Analysts logged on when you make changes to system settings.
You must have IPK Set Up selected in the Admin tab of your General Access Security Role to work with IPK streams.
Link Stream/Status to Call Screen Set must be selected in the IPK Settings window.
If you change the call screen set selection in this window, any calls already logged using the previous screen set automatically use the Details screen for the current call screen set.
Select ≡ > Admin > System Administration. The System Administration window appears.
In the Explorer pane, expand IPK Management.
Ensure the IPK Status is available to a stream within the IPK Streams window.
Select Link Stream/Status to Call Screen Set to open the window. A browse table appears in which the streams are listed in the first column, and the statuses are listed in the following ones. You can adjust the column widths if required.
For each IPK stream and status combination in the browse table, use the drop down box to select a screen set. If you leave this field blank, the standard Call Details window will be displayed for this stream/status.
Save the changes.
Provide the Change Reasons if prompted to do so.
If a call screen set has been linked to a stream/status and is then deleted, it still appears in this window but will be appended with an asterisk (*). You should not select a deleted call screen set for the stream/status combination.
