Differences

This shows you the differences between two versions of the page.

--- call_type [2021/08/24 12:20] – [Appearances] gareth
+++ call_type [2021/09/06 13:19] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ===== Call Type =====
-The Call type code is used to to make a dropdown list of call types that are used when adding calls, the call type will specify what type of work is needing to be done for the call e.g. a call about installing equipment would have a call type of "Equipment Install".
+The Call Type Code is used to provide a category for your [[Call|Calls]] in a dropdown list, which can be used to determine the type of job, such as breakdown, service etc.
-To add a new call type click the "Add New Call Type" button, you'll be asked to give the new call type a name, a colour to identify it by and a description of the call type.
+To open the Call Type Code list, click on your name on the top-right of the screen, and select 'Codes'. Within this list, you'll see the Call Type option. Click this and you'll get the list.
-You can specify any extra info such as the expected response time for this call type or if this call type need questions on its field reports.
+{{ :calltypelist.png?600 |}}
-''Insert Image Here''
+You can click the pencil icon to edit a Call Type, or click the 'Add New Call Type' button to create a new one.
-You can edit any call type by clicking on the "pencil" icon next to each call type, this will allow you to make changes to any of the fields you need to, as well as setting the active state of the call.
+----
+==== Add Call Type ====
+Clicking 'Add New Call Type' will open a pop-up window. You'll need to fill in the Code, Description and Colour in order to save the record. You can also choose to link Question Sets to the Call Type, set up response/fix times & populate other details.
+{{ :calltypeadd.png?600 |}}
+There are additional tabs where you can fill in charges (the default charges for this Call Type), and set up Part Allocation.
 ----
+==== Charges ====
+The Charges tab is used to set up the standard charges for this Call Type. If the Call is linked to a [[Contract]] which has charges, these will override the Call Type charges.
+{{ :calltypecharges.png?600 |}}
+The Charges fields are detailed below:
+^Field^Description^
+|Callout Charge|The cost of a callout|
+|WorkTime Charge|The hourly labour rate|
+|Travel Charge|The hourly travel rate|
+|Callout Included|The number of hours that are included in the Callout cost|
+|Rounding Factor|Rounding of charges, e.g. every 1 hour, or every half hour (0.5)|
+|Minimum Qty|Smallest unit of time that will be charged|
+|Are Parts Billable|Should Parts be billable by default under this Call Type|
+|Is Time Billable|Should Time be billable by default under this Call Type|
+----
+==== Part Allocation ====
+Part Allocation can be used to set standard Parts against this Call Type which will be added to the [[Call#Call Parts|Call Parts]] tab. This can be set to either be generic, or based on a [[Product]] or [[Product Group]].
+{{ :calltypepartalloc.png?600 |}}
+----
 ==== Appearances ====
-  * Call types are a key piece of the [[ call |]] module as they specify what work is taking place
+  * Call Types are a crucial code within the [[Call]] Module, and appear in most  places that a Call does.