Adding a New Call Template

The Administrator may add New Call Templates to the system by :

Select the Administrator Menu.
Select the Manage Call Templates Menu Item. This will open the System Templates screen.
Select the Add Button. This will open the Call Template Properties screen.
Enter a Name for the Call Template
Enter an Subject.
Select the Call Type you wish the Template to return.
Select the User the call was Received By (if known).
Enter the Details.
Enter the Notes.
Select a Queue.
Select the Skill Group.
Select the Priority.
Select the Primary Key.
Select the Secondary Key.
Select the Tertiary Key.
Press the OK button to Save this Call Template.

Sample text for the Details field may be as follows, in the case where versaSRS is being used by a HR department in hiring processes

[DATE] [DATE] Received Pre Hire Form [DATE] Received Position Description [DATE] Request to draft advertising [DATE] Position advertised internally [DATE] Position advertised externally [DATE] Acknowledged applicants [DATE] Forwarded applicants to [NAME] [DATE] Sent letters/emails of regret [DATE] Advised to organise interviews for [NAME] [DATE] Draft letter of offer put together and sent to [NAME] [DATE] Organised Induction 

This would result in the Details field being populated with the following text, where the Red font indicates the versaSRS User is expected to complete these fields:

[DATE] Received Pre Hire Form
[DATE] Received Position Description
[DATE] Request to draft advertising
[DATE] Position advertised internally
[DATE] Position advertised externally
[DATE] Acknowledged applicants
[DATE] Forwarded applicants to [NAME]
[DATE] Sent letters/emails of regret
[DATE] Advised to organise interviews for [NAME]
[DATE] Draft letter of offer put together and sent to [NAME]
[DATE] Organised Induction