Server User Guides > Interviewer - Server > UNICOM Intelligence Interviewer activities in UNICOM Intelligence Interviewer Server - Admin > Interviewing Options > Setting up appointments
 
Setting up appointments
The Appointments page provides options for creating appointment schedules for the current project.
An appointment schedule can be used to specify the interviewer shifts and holidays, ensuring that appointments can be made when interviewers are working. There can be multiple appointment schedules for a distributed site.
Appointment schedules might differ between projects and are therefore project specific. For example, interviewers might be scheduled to call business projects during the day and consumer projects in the evening.
To use the Appointments page options in the Phone Survey activity, you must first assign one time zone and one appointment schedule to at least one applicable user.
Appointment Schedule
Provides options for clearing the existing sub-schedules, loading schedule templates, and saving schedule templates.
1 Click New Schedule to clear any currently defined sub-schedules.
2 Click Load Template to load an existing appointment schedule template. Templates are stored in the Distributed Property Management (DPM).
3 Click Save As to save the current schedule settings as a template in DPM. The Save As dialog displays, allowing you to specify a schedule template name.
4 Enter an appropriate schedule template name and click Save.
Sub Schedule
Provides options for defining specific scheduling parameters. You can define specific shift parameters and date overrides for each sub-schedule. For example, the sub-schedule Weekdays could include the shift 08:00 - 17:00 for Mon;Tue;Wed;Thu;Fri while the sub-schedule Weekends could include the shift 12:00 - 19:00 for Sat;Sun.
To create a new sub-schedule
1 Click New Sub Schedule to open the New Sub Schedule dialog.
2 Enter a name, and then click OK.
To delete a sub-schedule
1 Select a sub-schedule from the list.
2 Click Delete Sub Schedule.
Regular Shifts
The table lists all shifts currently defined for the selected sub-schedule.
To create new shifts for a subschedule
1 Select a subschedule from the list. If no subschedules exist, you must either create a new subschedule or load an appointment schedule template.
2 Click the Add button This graphic is described in the surrounding text. in the Regular Shifts table. The Regular Shift dialog opens.
Start time: The earliest time at which participants can be called.
End time: The latest time at which participants can be called.
Days: Select the days of the week to contact participants.
3 Click OK to save the shift to the Regular Shifts table.
To edit a shift
Select a shift in the Regular Shifts table, and then click the Edit regular shift button This graphic is described in the surrounding text..
To delete a shift
Select a shift in the Regular Shifts table, and then click the Delete regular shift button This graphic is described in the surrounding text..
Date overrides: The table lists all date override shifts defined for the selected subschedule. Date overrides allow you to specify specific dates and/or times where appointments are not allowed, and define specific dates and times that override the shifts defined in the Regular Shifts table.
To create new date override shifts for a subschedule
1 Select a subschedule from the field. If no subschedules exist, you must either create a new sub-schedule or load an appointment schedule template.
2 Click the Add button This graphic is described in the surrounding text. in the Date Overrides table:
The Date Override dialog opens.
No appointment. Select this option when you want to define specific dates where no appointments are allowed.
Date override. Select this option when you want to define specific dates and times that override the shifts defined in the Regular Shifts table.
Start time: When No appointment is selected, specify the starting time at which participants can not be called. When Date override is selected, specify the earliest time at which participants can be called.
End time: When No appointment is selected, specify the end time at which participants can not be called. When Date override is selected, specify the latest time at which participants can be called.
Date. Select specific No appointment or Date override dates.
3 Click OK.
To edit a date override
Select a shift in the Date Overrides table, and then click the Edit overrided date button This graphic is described in the surrounding text..
To delete a date override
Select a shift in the Date Overrides table, and then click the Delete overrided date button This graphic is described in the surrounding text..
See also
Interviewing Options