Call Macros & Task Category - Custom Forms

ConsolQ allows the user to configure "Task Category" and "Custom Forms" forms based on a task category.

To create your "Task Category", in SYSTEM select "Task categories and custom forms"

To create a Task Category simply type in the box and submit. This allows you to create any number of task categories.

A problem associated with a call  may require multiple activities to address the issues eg. Your document centre is not working.  Tasks may involve one team member checking network status, while another will send an email to the contracted support company.

In the above scenario, two tasks would be required. Firstly the network status check might require a Task Category "IT Department" - no Custom Form would be required - just a standard task would create.  The email to the service company might be categorised "External Work Order".  As this task is going to be sent to an outside company you may want to use a custom form in the format required by that service provider.

ConsolQ Macros

ConsolQ macros can save your front desk staff much time for common call types.  In Control Panel >> System >> ConsolQ Macros you can create as many macros as you wish, preconfigured with text, tasks and assign them to different team members or teams.

Simply type in new Macro name and Enter.  Then Edit Macro Details for the call and create as many tasks as necessary.

Once the macro has been created it will appear in the drop down box in the Call Macro item in the General menu. To create a call with a call macro simply select the required macro from the drop down box and proceed with call establishment as per normal.

Task Category and Custom Forms

We have retained this feature for users of older versions of ConsolQ.  Newer users will be able to achieve much of the Custom Form features with the new rich text editing features of ConsolQ and the Call Macro feature.

Custom Forms allow you a great deal of flexibility to create templates for specific purposes.   (Other uses may be: Test Records, Configuration Change, Engineering Department Request, Client Survey, Feedback to clients. The Custom Form may be created to be sent to another person or is extremely valuable for keeping information in a specific form.

To create your Custom Form, in SYSTEM select "Task categories and custom forms"

For example: You might wish to send a form such as a "Request for quote" to an outside vendor.

Create your task category "Request for quote" if you have not already done so. Then click on that category in the list. You will be presented with the "Category Custom Form Configuration" screen. This allows you to create a customizable form.  

Category name can be amended - this updates all tasks of that category.

To create your Custom Form type a "field title" in the Add Custom Form box eg. Address, To, Request, and so on. Keep adding as many fields you want.

When you have entered your required fields, for each field on the Custom Form Elements list Select the field type (eg. single line, drop down list...), Field width (characters, default = 20), and display order.

Where you want to enter standard text on the form such as a standard confidentiality disclaimer at the bottom of the form, or your contact details - select "Fixed Text" and simply enter whatever you want. (Only limited formatting is available).

"Field title" will appear on the Custom Form that is displayed and emailed except where the field type is "Fixed Text".

Example:

For a testing checklist you might create a long form with field titles being the name of the test performed with the data fields a mix of Y/N check boxes and drop down lists. Once you have selected the drop down list field option and submit - you can then create any number of dropdown items (eg. Test passed, Test Failed, Retest Required...)

To delete a field simply check the cross.  To reorder simply change display order number.

Once you have created your Custom Form template - to complete the form, create a New Task, choose the appropriate task category and submit.  You will be taken back to the task screen.   Then click on the link "Activate Custom Form", complete the details and Update.  You can then email this form if you wish. Click Email This Document.