Scheduling Calls

Analysts can schedule calls to be created at a future date, and view and search for these schedules.

Before you start

Admin Call Schedules must be selected in the Options tab of your IPK Management security role.

To schedule a call to be created at a future date:

  1. Select and then New. From the submenu, select IPK and Workflow Schedule.

    2. You can also select View and then IPK and Workflow Schedules, and select from the toolbar.

  2. The Schedule and IPK or Workflow from a Template pop-up window appears.
  3. Select the Call Template radio button, and complete the details.

    4. Using Template

    Select the template that will be used to create this call from the list.
    Title

    Specify a name for the call schedule

    This field is only used to describe the title of the schedule; it is not transferred to the call itself
    Description

    Type in the relevant information about the call schedule you are creating.

    This field is useful if you wish to provide details as to why this call is being scheduled. The details are not transferred to the call.
    Schedule For Specify the date and time on which the call should be created
    Repeat Use the drop-down list to specify how often this call should be created. You can select the call to be created once (no repeat of this call), daily, weekly, fortnightly, monthly or quarterly

  4. Click OK. The selected call is now scheduled for the time and date specified.

Viewing Scheduled calls

Analysts can view scheduled calls from the Scheduled Calls window.

Before you start

View Call Schedules must be selected in the Options tab of your IPK Management security role.

  1. Select and then View. From the submenu, select IPK and Workflow Schedules.
  2. The Scheduled Calls and Requests window appears.
  3. By default, all calls and requests scheduled for the current day are displayed in the browse table on the right pane of the window. To view the details of a scheduled call, double-click the name of the call on the browse table.
  4. Use the search pane to specify your filtering criteria:

    5. Analyst Partition

    Use this list to display scheduled calls that were created within this partition.

    To search for scheduled calls created in all the partitions to which you have access, select Your Partitions.
    Analyst

    Use this field to display the scheduled calls of a particular analyst.

    For the search to return the scheduled calls for that analyst, ensure that the Analyst checkbox is selected.
    Type of Schedule Select the Calls checkbox to view scheduled calls.
    Schedule Status Select Active to display current scheduled calls, and/or Deleted to display scheduled calls which were deleted before the call’s time of scheduling
    Status Select Pending to display scheduled calls which have not yet been created, and/or  Created to display those that have already been created (that is, whose scheduling time has passed)
    Date From and Date To Use these fields to specify the date range in which to display scheduled calls
    Today Select this option to display calls that have been scheduled for the current day
    Day Select this option to display calls scheduled on the date specified in the Date From and Date To fields
    Week Select this option to display calls scheduled during the current week
    Month Select this option to display calls scheduled during the month ending on the current date

Whenever you change any search parameters in the search pane, the browse table on the right automatically refreshes to display any matching scheduled calls.

Deleting Call Schedules

Before you start

View Call Schedules must be selected in the Options tab of your IPK Management security role.

  1. Select and then View. From the submenu, select IPK and Workflow Schedules.
  2. The Scheduled Calls and Requests window appears.
  3. Select the call schedule you wish to delete from the browse table, and then select from the toolbar.
  4. Confirm the deletion. The call schedule will disappear from the browse table.

    5. If the call schedule is still displayed, ensure that the Deleted checkbox is not selected in the Search Criteria pane.