Complex Call Lists

Utilizing Manitou’s General

Schedules

Scenario:Complex Rotation of Call list standby Personnel:● January 1(4:30 PM) -15 (4:30 PM)

Joe is the Standby person to call.● January 15-22 Jim is the Standby

person to call.● January 22-February 5 Janice is the

Standby person to call.● Etc…

No one rotates in a specific, repeatable, fashion.

AND

They have different people to call DURING Business Hours.

Step 1

Create Call List Availability General Schedule

If you have questions regarding creating General Schedules, review the document found on Bold’s Support Web site.

Step 2 - Fill in General Schedule

Step 3 - Repeat 1 & 2 for all schedules

Step 4 - Create Sub Call Lists

This step assumes that you have already tied your contacts to the Contact List

All lists show

in the Call List

form.

Step 5 - Link Sub lists to Call ListsAnd pick the Defer To list.

Remember, the last list doesn’t defer to anything. This prevents a continuous loop.

Step 6 - Create a General Schedule for regular business hours

Step 7 - Add the 1st Sublist to the Main Call List

Step 8 - TEST!!

Send a manual signal into the account, ensuring that the time of day is correct, and see if you get the correct person for the active standby list.

Suggested uses

● Customers who provide annual On-call (Standby) schedules

● When the on-call (standby) schedules do not rotate exactly on a specific day or time