8.1 Process to Create Call Action

This topic describes the information about how to Create Call Action.

For creating a call action, user need to specify details, such as code, description, actions, and results.

To create a call action:

1. From Homescreen, click Collections. Under Collections, click Maintenance.
2. Under Maintenance, click Call Action. Under Call Action, click Create Call Action.
   The Create Call Action screen is displayed.

   Figure 8-1 Create Call Action

   
   

   
   Description of "Figure 8-1 Create Call Action"

   
   
3. Specify the fields on the Create Call Action screen.

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 8-1 Field Description: Create Call Action

   Field Name	Description
   Basic Details	This section is used to provide basic information of the call action.
   Code	Indicates the unique identification code of the call action.
   Description	Indicates the description of the call action.
   Call Action Details	This section is used to specify details of the actions.
   S. No.	Displays the serial number of the record.
   Action	Indicates the action type. Note: User can add multiple actions. However, each action and result combination must be unique.
   Call Type	Indicates the call type.
   Active	Toggle to indicate whether the call action record is active. Note: Only the active call actions are displayed in transaction pages for call action fields.
   Result Details	This section is displayed if user click corresponding to a row in the Call Action Details table. In this section, user can specify details of the results that user want to configure for a particular action. Note: User must configure at least one result for an action.
   Result	Indicates the result for the action type. Note: User can add multiple results for an action. However, each action and result combination must be unique.
   Right Party Contacted	Indicates whether right party contact is enabled for action and result combination.
   Status	Click Manage to configure the collection statuses for the action and result combination.
   Active	Toggle to indicate whether the result is active. Note: Only the active results are displayed in transaction pages for call action fields.
   Status Details	This section is displayed if you click Manage in the Status field of Result Details section. It is used to specify collection status details for an action and result combination. Note: User can add multiple collection statuses for an action and result combination.
   Collection Status	Indicates the collection status of the action and result combination.
   Action	Indicates whether the collection status is open or closed for the action and result combination.

4. Perform one of the following action:
   1. Click Save to save the details.
      The Call Action is successfully created and can be viewed using the View Call Action screen.
   2. Click Cancel to discard the changes and close the screen.
   Once the Call Action is created, user can view the same using the View Call Action. Upon creation, the authorization status of the View Call Action is Unauthorized and the record status is Open. After Call Action is created, it must be authorized to be effective in the system.