Call Form Add/Edit

Call Form Setup General

After logging into i:c select a Team and navigate to Manage - Call Forms
The Call Form Management List is displayed. On initial setup the list will be empty
Click the Add Call Form link to get started
The Call Form Add creation form is opened.
There are three general sections on the creation form: General, Configuration and Profile. More sections are added after choosing the call form type in the configuration section to collection additional data.

Call Form Setup Detailed by Section

Sections

The Call Form Add/Edit is separated into sections to make it easier to understand what information is needed. The number of sections displayed depends on the call form type chosen in the configuration section.

For example a Store Visit call form type has five sections displayed

A Store Survey and Hours Only call form type has two section displayed.

Sections Detail

General – basic information about the call form

Name and Description fields need to be detailed because the field and BDSmktg partners need to know the intent of the program from these fields
Client - name of client the work is billed to by Finance.
Client Service Lead - Operations employee supporting client for the call form (project)
Start Date - the call form should be set to the first day it will be used. Remember the first day might be training the field people at training not necessarily the first day visiting stores in the field.
End Date - The default is 6/6/2079 (end of time) and can be left as is or changed to the actual end date of the project.

Configuration - type of call form and configuration for the type

Type - There are five types of Call Forms:
1. Store Visit – used for collecting information at a location; this is the most commonly used type and must be scheduled on the calendar.
2. Hours Only – used to collect hours only, no data collection. Used for conference calls, etc.
3. Non Travel Store Visit - used for data collection with no travel (drive time or mileage)
4. Store Survey – used for collecting information for a location but is not scheduled. Commonly used for pre-visit compliance calls.
5. Survey – used for collecting information not at a location and does not need to be scheduled on the calendar.
Type of Program
- Continuity
- Project
Enforce Visit Goals – clicking this checkbox will restrict members of the Team from scheduling any visits greater than specified in the goal.
Turn on Shift Tracking - Shift tracking turns on periodic geo-check ins from the time of checkin until checkout taken in the background. This does not affect the normal check in/check out process.
Enforce Task Order - Checking this requires call form tasks to be done in order.
Prompt for Syndication - If checked, during scheduling, unscheduled appointments to the same store and wave will be prompted for the user to schedule on the same day.
Allow Multiple Rep Scheduling - Checking this allows multiple store assignments to a single store.
Primary Department Visited - Select the department the project is targeting.
Display SRM - Store Relationship Management is displayed to field reps in the call form flow.
Required Courses - Search and check the courses that are required for this call form.
Course Auto Enroll -

Profile

The information in this section is used to default the profile choices for this call form for the store bucket tool.

Industry – choose the industry the client represents for this call form
Examples: Apparel, Office Supply, Toys
Work to be performed – choose the type of skills the person performing the work needs
Examples: Formal Training, Resets
Max Distance – enter the max distance a person visiting store locations should be allowed to drive on this call form in Mi/Km
Example: 20

Shipping
A new Shipping section is now available to enter client specific shipping information for each call form. It was requested by the Merchandising shipping team, so client shipment information was easily available to any team members putting in shipping requests for a client/project.

This Shipping section is displayed when the Store Visit call form type is chosen in the Configuration section.

There is a Shipping Yes/No question that is required to answer if the section is displayed.

All the fields are required except the comments field if Yes is chosen.

Call Form Shipping Section 1.JPG

Shipping section fields

Standard Client Shipping Job Code - Search for client job code for Standard shipments
Standard Client Carrier Account Number - Client shipping number to use for Standard shipments
Standard Client Carrier Provider - Carrier provider (UPS, FedEx etc.) to use for standard shipments
Expedited Client Shipping Job Code - Search for client job code for Expedited shipments
Expedited Client Carrier Account Number - Client shipping number to use for Expedited shipments
Expedited Client Carrier Provider - Carrier provider (UPS, FedEx etc.) to use for expedited shipments
Number of Approved Reships - Approved reships for this project by the client
Shipping Comments - Any comments related to shipping for this project.
Profile – type of work and when will it be done.

Materials
Materials are any items needed to complete a project associated with a call form. These can be tools, parts, cleaning supplies, etc.

Check the box below to turn on Material reminders in the call form flow. Material reminders are displayed on the Appointment Details screen and Materials screen in icMobile.

To setup the materials click the Manage Materials button and the Materials Management screen for this call form is opened.

Copy Call Form
The copy call form section is available after the call form is saved. This feature can be handy if there is a need for a very similar setup for another project.

New Name - name of the new call form created as a copy of this one.

Client - Select the client for the new call form

Start Date - select the start date for the new call form

What to Copy?

Questions - check to copy all questions to the new call form
Stores - check to copy all stores to the new call form