Operator Types

The Types tab allows users to determine the basic outbound voice settings for specific accounts. These settings control when outbound voice will contact customers and what information is provided. Users can interact with the Types table via the available toolbar options. These options are defined below.

Add #

Selecting Add from the toolbar displays the Add Type dialog box.

Perform the following steps to add a new type.

1. Input the account number the defined parameters will be applied to into the Account Number field.
   • Users can select the magnifying glass icon to search for and select an account. See the Account Number Search documentation for more information on selecting a subscriber account.
2. Input the schedule that should be followed when sending SMS messages into the Send Schedule field.
   • Users can select the magnifying glass icon to search for and select a schedule.
   • See the Quantum Operator Schedules documentation for more information on configuring OBV schedules.
3. Input the account’s call list that OBV should contact into the Call List field.
   • Users can select the magnifying glass icon to search for and select a call list assigned to the subscriber account. Dealer specific call lists will not display here.
   • See the Call Lists documentation for more information on how to manage subscriber call lists.
4. Input the alarm type OBV should contact the call list for into the Type field.
   • Users can select the magnifying glass icon to search for and select an alarm type.
5. Input the schedule that should be followed by OBV when contacting individuals’ assigned telephone numbers into the Call Schedule field.
   • Users can select the magnifying glass icon to search for and select a schedule.
6. Input the number of times OBV should cycle through the selected call list into the Call List Repeat field.
   • OBV will call each contact, one at a time, trying to reach someone. This is the number of times OBV will try to call the entire call list if no one answers.
7. If applicable, input the number of minutes OBV will wait after the initial SMS messages have been sent prior to calling into the SMS All Wait field.
   • This option is only applicable if SMS Handling is set to All Wait and OBV Handling is set to Vox.
8. If applicable, input the number of minutes OBV will wait after sending the first SMS message to a contact prior to proceeding to the next contact on the list into the SMS Follow Wait field.
   • This option is only applicable if SMS Handling is set to Follow Wait and QO Handling is set to SMS.
9. Select how the alarm should be handled after OBV has contacted all contacts on the call list from the Log or Hold dropdown.
   • Log Signal: Log the alarm to account history.
   • Put Signal on Hold: Place the alarm into the hold queue for operator handling.
10. Input the number of minutes OBV should wait before attempting to call contacts on the account again into the Call List Wait field.
    • When OBV is set to attempt to call through the call list multiple times using the Call List Repeat field, this is the number of minutes OBV will wait between beginning calling the list again.
11. Input the OBV IVR menu that should be used when responding to the alarm type into the Outbound Menu field.
    • Users can select the magnifying glass icon to search for and select a menu.
    • See the Menu Entry documentation for instructions on how to manage menus.
12. Select how OBV will handle contacts labeled as SMS contacts from the OBV Handling dropdown.
    • VOX: OBV will call contacts labeled as SMS after the initial SMS messages have been sent as configured.
    • SMS: SMS contacts will be notified via SMS message only. If no SMS contacts are present, the alarm will revert to be operator handled.
13. If applicable, select how SMS contacts will be notified via SMS from the SMS Handling dropdown.
    • All Wait: SMS messages will be sent to all applicable contacts first. OBV will then wait for the time defined within the SMS All Wait field prior to calling contacts.
    • Follow Wait: OBV will attempt to call contacts in the defined call list order. If an SMS contact is reached, the message will be sent and OBV will wait for the time defined within the SMS Follow Wait field prior to attempting to call the next contact in the list.
14. Select the applicable alarm type parameter from the Voice Handle Signals For dropdown.
    • This Type: OBV will contact the selected call list when the selected signal type is received.
    • LTR For This Type: OBV will contact the selected call list when an LTR of the selected signal type is received.
    • Both LTR and Type: OBV will contact the selected call list when both the selected signal type and its LTR is received.
15. Input the maximum number of minutes a user can extend a closing schedule into the Closing Schedules Extend Time field.
16. Select Save to complete creating the handling parameters for the selected account.

Repeat the above steps as necessary to configure how OBV and SMS messaging should function when receiving specific alarms on an account.