[SM] Setup Call Type Category

Standard Operating Procedure for SM Call Type Category Management

Objective

This SOP outlines the steps to categorize SM call types for effective reporting, dispatch, and tracking within the service management program.

Key Steps

1. Accessing SM Call Type Category 0:17

• Navigate to the service management programs.

• Click on the 'SM call type category' option.

2. Categorizing Call Types 0:28

• Choose a categorization method: 

  • By type (e.g., HVAC emergency, electrical emergency).

  • By department (to show dispatching under specific departments).

3. Naming and Numbering Call Types 0:40

• Use numbers for categorization for consistency.

• In the description field, maintain a consistent format for naming.

4. Selecting Call Type Color 1:11

• Choose a color for the call type.

• Consider color-blind friendly options or variations in shades for better visibility.

5. Adding Notes 1:38

• Use the notes tab to document any changes made.

• Ensure notes are clear for communication among the admin team.

Cautionary Notes

• Ensure that the naming conventions are consistent to avoid confusion.

• Be mindful of color choices to accommodate all team members, including those who are color blind.

Tips for Efficiency

• Regularly review and update call types to reflect any changes in service offerings.

• Train team members on the importance of accurate categorization for improved reporting and dispatching.

Link to Loom

https://loom.com/share/630fa43d395c468295494790da7ab59d