Visits Without Out Calls
A ‘No Call Out’ exception results when a call in was made but a call out was not received as scheduled.
Resolving a No Call Out Exception
If no call was made, confirm with the field staff when the visit occurred and manually enter the call time on the Schedule Detail screen. If there is a call to merge, use the following:
| 1. | Navigate to the Santrax Maintenance screen. |
Main Menu> Scheduling> Santrax Maintenance.
| 2. | Use the filters to locate the applicable schedule and call. |
Sort based on the client’s name and the date of the visit.
| 3. | Right click on the schedule. |
| 4. | Click Merge Calls. |
| 5. | Locate and select the missing call. |
| 6. | Click Merge. |
| 7. | Click Ok. |
| 8. | Select a reason code. |
| 9. | Click Save. |
The new call out time is now displayed.
Comments
0 comments
Please sign in to leave a comment.