Call Status Titles
Analysts can select a Call Status Title when forwarding, deferring or closing a call, to indicate the status of the call (such as Resolved, In Progress, Investigation).
You can create, rename and delete Call Status Titles, as well as change the order in which they are displayed.
Creating a Call Status Title
Before you start
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.
Ensure you are in the correct partition before applying the settings.
You must have IPK Setup selected in the Admin tab of your General Access Security Role in order to configure any IPK administration settings.
Select ≡ > Admin > System Administration.
The System Administration window appears.
In the Explorer pane, expand IPK Management.
Select Call Status Titles to open the window. A list of existing call status titles appears. You can adjust the column widths if required.
Select . A new row is inserted in the browse table.
Type the name of the call status you want to create.
Define settings for the call status:
Default | This field has a specific impact on fields in Nano, which differs to its use in Core. Default status to display on the Call Defer window in Core, and the default status assigned to new calls created in Nano. Only one status can be set as a default status. | ||||||||||||||||||||
Resolve | Default status to display on the Call Close window in Core. Only one status can be set as a resolve status. | ||||||||||||||||||||
Parent Status | This setting applies only to Nano. Select to designate a status as the parent of the statuses beneath it. Multiple parent statuses can be defined, turning each status between them into 'child' statuses of the parent above. Only statuses defined as Parents appear as columns in the Kanban layout in Nano, and each call appears within its parent status column. | ||||||||||||||||||||
Close | This setting applies only to Nano. When a status with this setting is assigned to a call in Nano, that call is closed. Closed calls can be reopened in Nano using the Re-Open button; changing the status will not automatically re-open it. | ||||||||||||||||||||
Clock Stop | This setting applies only to Nano. Selecting this status for a call in Nano will stop the SLA clock. Statuses without this setting will start the SLA clock. | ||||||||||||||||||||
Resume Service | This setting applies only to Nano. Selecting this status on a call in Nano resumes service. SLA events will be closed; changing the status will not re-start the clock. | ||||||||||||||||||||
Image | This setting applies only to Nano. Select an image from the list to indicate to users in Nano what function or action will be performed on the work item when it is saved with that status. Any image can be assigned to any status. Select None to display no image. This table shows the corresponding image that appears in Nano per image name. A status configured to close the call should be assigned the Close image.
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Approve | |||||||||||||||||||||
Authorize | |||||||||||||||||||||
Close | |||||||||||||||||||||
None | no image | ||||||||||||||||||||
Reject | |||||||||||||||||||||
Service Resume | |||||||||||||||||||||
Stop Clock | |||||||||||||||||||||
Unauthorize | |||||||||||||||||||||
Update | |||||||||||||||||||||
User |
6. Save the changes. Provide the Change Reasons if prompted to do so.
Updating a Call Status Title
Select ≡ > Admin > System Administration.
The System Administration window appears.
In the Explorer pane, expand IPK Management.
Select Call Status Titles to open the window.
Select the status you want to update and make the necessary changes. You can overwrite the existing name with a new one, select/deselect the setting checkboxes, or change the order in which the statuses are listed on the defer, forward, or close windows using the and buttons.
Save the changes. Provide the Change Reasons if prompted to do so.
Deleting a Call Status Title
Select ≡ > Admin > System Administration.
The System Administration window appears.
In the Explorer pane, expand IPK Management.
Select Call Status Titles to open the window.
Select the call status title you want to delete. Select . If you attempt to delete the system default, you will receive a warning message.
Save the changes. Provide the Change Reasons if prompted to do so.