Creating a Callout Using the Rule Picker

The rule picker is used to create a callout based on extended employee attributes similar to the Roster Rule Builder. The rule picker is used to build the list of employee to call on-the-fly.

To Create a New Callout

1. Click the Callout tab. The Callout screen displays.

2. Click the Create button.

3. Select a callout type from the Type dropdown.

4. Click the calendar icon to the right of the Work Start date and time to select a start date and time, if necessary.

5. Enter up to 100 characters in the Description field. This information displays on the View Open Callouts screen as well as other ARCOS reports. The employee does not see or hear the description field as part of the callout process. The purpose of this field is to aid you in identifying the callout when you pull reports. If you do not enter a description, ARCOS uses the name of the current user, type of callout, work start time and date, reason, and location to create a description for the callout.

6. Click the calendar icon to the right of the Work End date and time to select an end date and time, if necessary.

Note: The Work End time must be greater than the Work Start time or you will receive a pop-up when you try to save the callout or advance to the Roster Picker.

7. Select a callout reason from the Reason dropdown. A default callout reason, determined by the company, may appear in this field.

8. Select a custom message from the Custom Msg dropdown, if necessary -OR- create a custom message from the Callout Create page.

 

Create a custom message from the Callout Create page.

1. 1. Click the Enable Wave2Web/TTS link in the Custom Msg section of the page.
   2. Click the TTS button to create a custom message via Text-to-Speech -OR-

Skip to step 6 to create a custom message using the microphone attached to your PC.

1. 3. Type the custom message in the textbox that appears below the TTS button.
   4. Click the Convert button.
   5. Make any necessary changes to the text and repeat steps 4 and skip to step 10.
   6. Click the Record button and speak the custom message into the microphone.
   7. Click the Stop button once you are done recording.
   8. Click the Play button to listen to the custom message.
   9. Repeat steps 6 through 8 until satisfied with the recording.
   10. Click the Upload button.
   11. Type a name for the new custom message in the textbox where the Custom Message dropdown was.
   12. Click the OK button.

9. Click to select each appropriate attribute selection. Attributes vary based on company preferences. For an explanation of the Attributes, see CalloutDefinition Table.

10. Click to select each appropriate override selection. Overrides vary based on company preferences. For an explanation of the Overrides, see Callout Definition Table.

11. Click the Save button.

12. Select the attribute to filter by from the Attribute dropdown.

13. Select the condition in which the value of the attribute should be filtered.

    • Equals: When selected, only employees with the attribute with exact value entered in the Value field will be added to the roster. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is 7889, the employee will not be added to the list because the two values do not match exactly.

    • Not Equal: When selected, employees with the attribute with exact value entered in the Value field will NOT be added to the roster, but all other users will be added to the list. Other rules should be used with this condition to limit the number of users on the list. For example, if the employee's value for an attribute is 7889 and the value entered for the roster rule is 78895, the employee will be added to the list because the values do not match exactly.

    • Like: When selected, employees with the attribute with a similar value entered in the Value field will be added to the roster. When using this option, add a percent sign before and after the text that can be similar. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is %7889%, the employee will be added to the list because the employee's value contains the 7889 string.

    • Note Like: When selected, employees with the attribute with a similar value entered in the Value field will not be added to the roster. When using this option, add a percent sign before and after the text that cannot be similar. For example, if the employee's value for an attribute is 78895 and the value entered for the roster rule is %7889%, the employee will not be added to the list because the employee's value contains the 7889 string. However, if the employee's value was 7886, they would be included in the roster.

14. Type the value of the attribute to filter.

Note: If using one of the Like conditions, put percent signs (%) on either side of the text, to indicate the string of text the rule is looking for.

15. Click the Add Row button to add an additional row to the rule.

The additional row can be used to make to rule more complex. For example, a rule could be built to contain all employees from a section within the company (defined by an extended attribute) but then exclude those with a supervisor or manager title description.

16. Click the Validate Rule button to verify the rule is in a usable setup.

17. Click the Submit Rule button to complete the rule. The Manual Bypass page displays.

18. Enter any Manual Bypass information in the Manual Bypass table. If your company uses the 1-2 Rest Rule, your Manual Bypass Section identifies employees who are not available due to the rule.

 

Manual Bypass Table

• If the checkbox in the Call column to the left of any employee is grayed out, the employee cannot be called for the pending callout.

• Right-click the checkbox to change the box to pink and override the exception so the employee may be called. This applies to the current roster ONLY. If the employee is on any subsequent chained rosters, the schedule exception is still in place.

• If you uncheck the Call box for all employees AFTER you enter Bypass results for any employees in the list, you will receive a pop-up that warns you responses for all available employees will be changed to Manually Bypassed if you continue.

Manual Bypass Section showing employees who are not in the rule

19. Click the Initiate Callout button to initiate the callout. The View Open Callouts screen displays.

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*Note: Not all companies have all of the items described in the Online Help.

*Please note, the ARCOS online documentation is a living document that is always under review. If you see information that is inconsistent with the behavior in the application, or you do not see a page covering an ARCOS feature you would like to know more about, please contact the ARCOS Support Center.