Adding/Deleting a Call Type

Adding a Call Type

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next Call Record Settings.
  3. Click Call Types.
  4. There are three ways to add a type:
    • Within the tool bar directly above the Navigation pane, click the dropdown arrow next to New. From the list, select Call Types.
    • Within the toolbar directly above the Navigation pane, click the Add Call Types
    • Within the Actions pane, click the Add Call Types
  1. With either option, the General-Call Types window opens. Within the top pane complete the following fields (required fields are marked with an asterisk (*):
    • Call Type* – type in the name of the call type, for example, INTNL, LDist, Local, Inhouse, etc.
    • Type of Service Name – click on the dropdown arrow to access a list and from the list, select the type of service name associated to the call type.
    • Do Not Bill – this field determines whether the call type is included in billing, the field defaults to no checkmark, meaning that the call type will be included in the bill. Click the field to insert a checkmark to indicate that the call type will not be included in the bill.

! For the next section to make sense, you need to add a Call Pricing Group into the database. Please refer to Call Pricing Group à Add a Call Pricing Group for more detail.

  1. Within the lower portion complete the following fields (required fields are marked with an asterisk (*):
    • Call Pricing Group* – click the dropdown arrow to access a list, and from the list, select the Call Pricing Group.

! In the event that the call record does not match any dial code group, the call will be priced using this pricing.

    • First Period – type in the number of seconds for the first time period of billing. For example, the first 60 seconds of a call may cost more or less than the rest of the call.
    • First Cost – type-in the cost for the first period of billing.
    • Other Period – type-in the number of seconds for the other periods, for example, for each 180 seconds of a call you charge a different rate.
    • Other Cost – type in the cost for the other period.
    • Grace Time – the information in this field does not apply to re-pricing your calls, we will use this field in the future when UCE is integrated into CAIRS.
    • Adjustment – the information in this field does not apply to re-pricing your calls, we will use this field in the future when UCE is integrated into CAIRS.
    • Dial Codes Group – click the dropdown arrow to access a list and from the list, select the dial code group associated with the call type.
    • Use Zone Billing – this field works in conjunction with Dial Code Groups. Click the field to insert a checkmark indicating you want to use zone billing, which in turn prices your calls based on the dial code group. If a call record does not match any code within the dial code group, the default pricing goes into effect.
  1. Within the Actions ribbon group, click the Save (to save and stay) button. Click the Save & Close (to save and exit) button, or click the Save & New (to save and refresh the screen) button to continue adding in call types.

Deleting a Call Type

  1. Click the System Admin
  2. In the Navigation pane, click on the plus sign (+) next Call Record Settings.
  3. Click Call Types. The list of existing call types populates to the right. Click the call type to highlight. There are three ways to delete a type:
    • Within the tool bar directly above the Navigation pane, click the red ‘X’.
    • Within the toolbar directly above the Navigation pane, click the Delete Call Types
    • Within the Actions pane, click the Delete Call Types
  1. With either option, a warning message appears verifying that you really want to delete the type. In addition, if the group is associated to a call pricing group the associate will also be deleted.