2. PRE UPLOAD Section Green marked columns (Agent ID and Rec ID), are additional columns that needed to create parameter for Filtering Criteria.
3. 1. TELEMARKETERS WORKFLOW 1.1. Working Timer 1 2 3 This is Telemarketer/Agent ID (automatic filled) Tick “Start Timer” whenever you start to work Click “Submit” and wait until the page redirected
4. 1. TELEMARKETERS WORKFLOW 1.2.1. Interview Form – View Next Call – No Data Available 2 3 1 If there’s No Data Available, then check no. 2 if you have schedule to call family member based on your previous call that referring you to call family member. If there’s No Data Available on “Call Family Member”, then you should go to no. 3 3. Make New Call
5. 1. TELEMARKETERS WORKFLOW 1.2.2. View Next Call – Data Available 1 2 If there’s Data Available, then check the “Next Call” Date and hour. If you meet the time, then go to no. 2 2. Click “Edit” when you meet the Date – Time to the Scheduled Call,
6. 1. TELEMARKETERS WORKFLOW 1.3. Interview Form – Make New Call – Interview Process 1 Whenever you “Make New Call”, the next record will be automatically reload. Set current Date – Time everytime you start make an call 3. Marked the response of calling, and wait until form reload 1 2 3
7. 1. TELEMARKETERS WORKFLOW 1.3.1. Interview Form – Make New Call – Response of Call 1 If the response are: No Answer / Busy Signal / Answering Machine, then “Next Call” calendar will be appear, so you can set up when you will re-call After set-up Date-Time to re-call, then click “Submit”, and the form will reload with the next new call 2 3
