Taske Call Center Management Tools Wallsign User Guide
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WallSign TASKE Call Center Management Tools Version 7.0-21-from the list. 8. Click the down-arrow in the Condition field. Select the condition the ACD variable must be in to play the message. 9. Input a value in the Min field to define the minimum value for the ACD variable condition. 10. Input a value in the Max field (if applicable) to define the maximum value for the ACD variable condition. 11. Input a value in the Sec field to indicate the number of seconds the ACD variable must be in the defined condition before the message will play. 12. Enable the Tone check box to have the reader board emit a tone when the message associated with the decision is first played. 13. Repeat steps 6 to 13 to add additional decisions to the decision tree. 14. Click Update on the toolbar to save the new decision tree and add it to the list in the record area. Identifying the Difference Between Default and Conditional DecisionsConditional decisions are created by defining the ACD queue conditions that must be in effect for a message to play. This is done by associating a message with an ACD variable and then specifying the conditions the ACD variable must be experiencing in order for the message to play. Each message and ACD variable association is one decision within a decision tree. The order the decisions are listed within a decision tree identifies their priority within the decision tree. For example, if decision 2 is satisfied, a message for decision 2 will continue to be played until either: a. decision 2 is no longer satisfied because the value of the performance variable has fallen/risen within acceptable service limits and the default decision is used, or b. decision 1 is satisfied. A message for the higher priority decision will interrupt a message for the second decision. Default decisions are used when the current call center conditions do not match any of the conditions specified in the conditional decisions. Unlike the conditional decisions, default decisions cannot be associated with ACD variables. Every decision tree must contain a default decision. In a decision tree, the default decision is always the lowest priority decision. Deleting A Decision Tree The Delete button on the toolbar of the Decisions window deletes the decision tree selected in the record area of the window. It is only possible to delete
WallSign TASKE Call Center Management Tools Version 7.0-22-decision trees that are not referenced elsewhere in the sign plan. If a decision tree is referenced anywhere else in a sign plan, all references must be removed prior to deleting the decision tree. To delete a decision tree from the Decisions window: 1. Select the decision tree to delete in the record area of the Decisions window. 2. Click the Delete button on the toolbar. 3. Click Yes in the Sign dialog box to acknowledge the deletion. 4. If the message is not referenced anywhere else in the sign plan, the message is deleted immediately. If the Sign dialog box opens with the statement: The selected element(s) cannot be deleted because they are being referenced by another part of the system. click OK and search the sign plan for references to the decision tree and delete them before attempting to delete the decision tree again. Using the Days Window The Days window is accessed by clicking the button on the main control panel. This window is used to identify special days that require unique messages. Special days are included in scripts. The scripts associate with messages through the assignment of a day plan. The WallSign Administrator is provided with a number of pre-defined special days. These days encompass the major holidays and events in a year. Add these pre-defined special days to a script for use in a sign plan, or use the Days window to define any additional days the call center requires. Days Window Components The Days window is comprised of three sections: the record area, the toolbar, and the record edit area. Record AreaThe record area of the Days window lists the defined special days that require specific messages.
WallSign TASKE Call Center Management Tools Version 7.0-23-Select a special day from the list for editing or deletion. When selected, a special day is highlighted in blue and its details can be viewed and edited in the record edit area. ToolbarThe toolbar in the Days window is used to create and name new special days, edit existing special days, and delete special days no longer needed. Record Edit AreaThe record edit area of the Days window is the interface for the definition of a special day. This area is used to define new special days and to edit the special days already defined. Defining Special Days Use the Days window to define special days or groups of days throughout the year that require specific messages. Special dates can refer to specific calendar dates or to a reference period within a month, such as the third Thursday of February. To define a special day or a group of special days: 1. Click the Config button to choose Configuration mode and click on the Main Control Panel. 2. Click New on the toolbar. 3. Type a Name for the day or group of days. 4. Define the date as a specific date or a reference date. 5. Click in the Description field and type a description for the day or group of days. 6. Click Update on the toolbar to save the special day or group of days. Defining Specific DatesA special day is defined as a specific date when it applies to a particular calendar date. For instance, Christmas is a specific date because it falls on the 25th of December every year.
WallSign TASKE Call Center Management Tools Version 7.0-24-To define a day or group of days using a specific date: 1. Enable the Specific radio button to define a specific calendar date or a group of dates. 2. Click on the numeric day of the month and use the up and down arrows to select the day of the month. 3. Click on the month and use the up and down arrows to select the month. 4. Use the up and down arrows in the day(s) field to define the number of days the period encompasses, beginning with the selected date. Reference DatesA special day is defined as a reference date when it applies to an event that falls on the same day of the week, in the same month, every year. Fathers Day is considered to be a reference date because it is defined by its occurrence on the third Sunday in June each year. To define a day or group of days using a reference date: 1. Enable the Reference radio button to define a reference date or group of dates within a month. 2. Click the reference field to select the reference day within the month. The selections in this list are First, Second, Third, Fourth, or Last. These adjectives refer to specific days of the week within a specific month. For instance, it may be referring to the first Friday in June. 3. Click on the day of the week and use the up and down arrows to select a day. 4. Click on the month and use the up and down arrows to select a month. 5. Use the up and down arrows in the day(s) field to define the number of days the period encompasses, beginning with the selected date. Deleting Special Days The Delete button on the toolbar of the Days window deletes the special day selected in the record area of the window. It is only possible to delete special days that are not referenced elsewhere in the sign plan. If a special day is referenced anywhere else in a sign plan, all references must be removed prior to deleting the special day. To delete a special day from the Days window: 1. Select the special day to delete in the record area of the Days window. 2. Click the Delete button on the toolbar. 3. Click Yes in the Sign dialog box to acknowledge the deletion.
WallSign TASKE Call Center Management Tools Version 7.0-25-4. If the special day is not referenced anywhere else in the sign plan, it is deleted immediately. If the Sign dialog box opens with the statement: The selected element(s) cannot be deleted because they are being referenced by another part of the system. Click OK and search the sign plan for references to the special day and delete them before attempting to delete the special day again. Using the Day Plans Window The Day Plans window is accessed by clicking the Day Plans button on the main control panel. This window is used to partition a 24-hour period and apply a decision tree to each partition. This process breaks the call center day into segments and allows different messages to be applied to different times of the day. Once defined, the day plans are applied to specific days of the week or special days in the Scripts window. Components of the Day Plans Window The Day Plans window is comprised of three sections: the record area, the toolbar, and the record edit area. Record AreaThe record area of the Day Plans window lists the defined day plans. Select a day plan from the list for editing or deletion. When selected, a day plan is highlighted in blue and its details can be viewed and edited in the record edit area. ToolbarThe toolbar in the Day Plans window is used to create and name new day plans, edit existing day plans, and delete day plans no longer needed. Record Edit AreaThe record edit area of the Day Plans window is the interface for defining the time segments of a day plan. This area is used to define new time segments, delete time segments, and to edit the existing time segments of a day plan.
WallSign TASKE Call Center Management Tools Version 7.0-26-Defining Day Plans Use the Day Plans window to apply decision trees to specific segments of a 24- hour period. A day plan must begin with 00:00 and end with 23:59. The minimum size of a day plan segment is 1 minute while the maximum size is 24 hours. A default day plan is automatically created in the Day Plans window. To define a new day plan with three time segments: 1. Click the Config button to choose Configuration mode and click the Day Plans button on the main control panel. 2. Click New on the toolbar. 3. Type a Name for the day plan. 4. Click twice to add a second and third time segment to the day plan. 5. Set the start time for each time segment in the From column. 6. Set the end time for each time segment in the To column. 7. Select a decision tree for each time segment from the Decision Tree column. 8. Click Update on the toolbar to save the new day plan and add it to the list in the record area. Deleting a Day Plan The Delete button on the toolbar of the Day Plans window deletes the day plan selected in the record area of the window. It is only possible to delete a day plan that is not referenced elsewhere in the sign plan. If a day plan is referenced anywhere else in a sign plan, all references must be removed prior to deleting the day plan. To delete a day plan from the Day Plans window: 1. Select the day plan to delete in the record area of the Day Plans window. 2. Click the Delete button on the toolbar. 3. Click Yes in the Sign dialog box to acknowledge the deletion. 4. If the day plan is not referenced anywhere else in the sign plan, it is deleted immediately. If the Sign dialog box opens with the statement: The selected element(s) cannot be deleted because they are being referenced by another part of the system. click OK and search the sign plan for references to the day plan and delete them before attempting to delete the day plan again.
WallSign TASKE Call Center Management Tools Version 7.0-27-Using the Scripts Window The Scripts window is accessed by clicking the Scripts button on the main control panel. This window is used to apply day plans to the days of the week and to special days. This process produces associations between the day of the week, the time of day, and the call center conditions by creating a link between a script, a day plan, and a decision tree. Components of the Scripts Window The Scripts window is comprised of three sections: the record area, the toolbar, and the record edit area. Record AreaThe record area of the Scripts window lists the defined scripts. Select a script from the list for editing or deletion. When selected, a script is highlighted in blue and its details can be viewed and edited in the record edit area. ToolbarThe toolbar in the Scripts window is used to create and name new scripts, edit existing scripts, and delete scripts no longer needed. Record Edit AreaThe record edit area of the Scripts window provides the interface for the application of day plans to the days of the week or to special days. Together, these days and their associated day plans create a script. The record edit area is used to add days to a script and to edit the days already defined for an existing script. Defining a Script Use the Scripts window to create scripts that apply day plans to the days of the week or to special days. When a new script is created, a default entry is automatically added that uses the default day plan. Use each day of the week or special day only once in each script. To define a new script: 1. Click the Config button to choose Configuration mode and click the Scripts button on the main control panel.
WallSign TASKE Call Center Management Tools Version 7.0-28-2. Click New on the toolbar. 3. Type a Name for the new script. 4. Click to add a new script entry. 5. Click in the Day column for the entry and select a day of the week. 6. Click in the Day Plan column for the entry and select a day plan. 7. Repeat steps 4 to 6 to define additional script entries. 8. Click the Update button on the toolbar to save the new script. Deleting a Script The Delete button on the toolbar of the Scripts window deletes the script selected in the record area of the window. It is only possible to delete scripts not referenced elsewhere in a sign plan. If a sign references the script in the Signs window, the reference must be deleted from the Signs window prior to deleting the script. To delete a script from the Scripts window: 1. Select the script to delete in the record area of the Scripts window. 2. Click the Delete button on the toolbar. 3. Click Yes in the Sign dialog box to acknowledge the deletion. 4. If the script is not referenced anywhere else in the sign plan, the script is deleted immediately. If the Sign dialog box opens with the statement: The selected element(s) cannot be deleted because they are being referenced by another part of the system. click OK and search the sign plan for references to the script and delete them before attempting to delete the script again. Using the Signs Window The Signs window is the final stop in the creation of a sign plan. Access the Signs window by clicking the Signs button on the main control panel. This window is used to assign addresses and scripts to individual reader boards. The reader board address in the TASKE WallSign Administrator must equal the address setting in the reader board. Matching the two addresses is essential in establishing a communication link between the reader board and the software. The assignment of a script to a reader board creates a link between the reader board
WallSign TASKE Call Center Management Tools Version 7.0-29-and the sign plan. When a script is assigned to a reader board it is linking the reader board to its associated day plan, decision trees, and messages. Using the sign plan components, the WallSign Server is capable of determining which message to play based on the location of the reader board, the day of the week, the time of the day, and the call center conditions. Components of the Signs Window The Signs window is comprised of three sections: the record area, the toolbar, and the record edit area. Record AreaThe record area of the Signs window lists the defined reader boards. Select a reader board from the list for editing or deletion. When selected, a reader board is highlighted in blue and its details can be viewed and edited in the record edit area. ToolbarThe toolbar in the Signs window is used to define and name new reader boards, edit the setup of existing reader boards, and delete the setup of reader boards no longer needed. Record Edit AreaThe record edit area of the Signs window provides the interface for addressing reader boards and assigning scripts to each. Use this area to address and assign scripts to new reader boards and to edit the addresses and script assignments of existing reader boards. Defining A Sign (Spectrum Reader Board) Use the Signs window to associate a Spectrum reader board with a message or a group of messages. To add a reader board to the TASKE system it must be named, addressed, and assigned a script. The assignment of a script to a reader board completes a sign plan. The script associates messages and all of their conditions with a particular reader board. To add a reader board to the TASKE system: 1. Click the Config button to choose Configuration mode and click the Signs
WallSign TASKE Call Center Management Tools Version 7.0-30-button on the main control panel. 2. Click New on the toolbar. 3. Type a Name for the reader board. 4. Select an Address for the reader board from 00 to 99. 5. Click the Script field and select a script. 6. Click the Update button on the toolbar to save the settings for the reader board. 7. Follow the instructions from Spectrum Corporation and address the reader board to match the address of the reader board in the WallSign Administrator. Deleting a Sign The Delete button on the toolbar of the Signs window deletes the sign selected in the record area of the window. It is only possible to delete signs not referenced elsewhere in a sign plan. If a sign is referenced anywhere in a sign plan, the reference must be deleted from the Signs window prior to deleting the sign. To delete a sign from the Signs window: 1. Select the sign to delete in the record area of the Signs window. 2. Click the Delete button on the toolbar. 3. Click Yes in the Sign dialog box to acknowledge the deletion. 4. If the sign is not referenced anywhere else in the sign plan, the sign is deleted immediately. If the Sign dialog box opens with the statement: The selected element(s) cannot be deleted because they are being referenced by another part of the system. click OK and search the sign plan for references to the sign and delete them before attempting to delete the sign again. Using the Quick Messages Window Click the button to access the Quick Messages window. This window is the interface for creating, modifying, and controlling messages that can override or alternate with the preset messages of a sign plan. Quick messages are often used in times of emergency or service alerts. Quick messages are constructed using the same tools as the Messages window. As with the preset messages of a sign plan, quick messages can contain text, ACD variables, color, graphics, special effects, and character formatting. Messages are created with text and the tools of the record edit area of the Quick Messages window. Simply click the buttons to add ACD variables, color, graphics, and effects to the message text. When one of these components is added to a message, the