TeamTime: Call Review Report

Overview

The TeamTime Call Review Report is opened from the TeamTime Reports menu. The Call Review Report tracks all call activity received or sent through TeleTeam. It is useful when WinTeam users need access to TeamTime data, while also restricting access through the use of Security Groups. TeamTime logs and tracks information on each call into TeleTeam. Each log entry contains Employee Data, Job Data, Start and End time of the call, Caller ID information, and the actions the employee took during the call. If the punch action was completed using the Lighthouse Mobile app, the Caller ID field returns a value of API.

Additionally, if the call was a multi-session call (multiple employees checked in or out during the same phone call by pressing the Asterisk (*) key, each call will be logged with the same Start and End Times and the first call in the series will show how many sessions happened during this call.

Calls into TeamTime with a missing or invalid Employee Number display as a 0 to indicate an employee attempted to call in at a certain time with a certain Caller ID.

Note:  The Start and End Times are based on the job's time zone. However, if the employee's clock-in or clock-out cannot determine the job, then the server time zone is used.

Key Functionality

Enter the From and To dates, or use the Date Control, to filter for calls to review.

Both the From and To dates default to today's date.

Select a Job Tier to filter by Tiers.

Double-click in the Job Tier field to display the Tier Template.

You can filter the report using tier which makes it easy to create a specific report each time you need one without recreating the criteria. See Using Tier Templates and Using Tier Parameters for more information.

Click for additional filtering options.

Employees

Use the Employees category to select the Employees to include on the report.

Select All to include all Employees on the report.

Select Range to define a range of Employees for the report. Type the beginning Employee Number in the From field and the ending Employee Number in the To field.

Select Create to define your own list of Employees. When you select Create, a small grid displays to the right. Enter the Employee Numbers you want to include in the list, or use the Lookup to locate the Employee Numbers.

Select Exclude to identify records that should not be included. When you select Exclude, a small grid displays to the right. Enter the Employee Numbers you want to exclude in the list, or use the Lookup to locate the Employee Numbers.

Supervisors

Use the Supervisors category to filter the report by Supervisors.

Select All to include all Supervisors.

Select Pick to select the Supervisor(s) to include.

Companies

The Company Pick option filters for AR Invoice and Payment records. The Companies category is available for Clients using the Multi-Company feature.

Select the Companies to include on the report.

Select All to include all companies on the report.

Select Pick to define specific Companies for the report. When you select Pick, the Companies list displays. Select the check box next to each Company to include on the report.

Note:  When running reports using the Company Category/Record Pick and the company name exceeds the maximum number of characters, WinTeam will truncate the name.

Locations

The Locations category is available for Clients using the Multi-Location feature.

Use the Locations category to select the Locations to include on the report.

Select All to include all Locations on the report.

Select Pick to define specific Locations for the report. When you select Pick, the Locations list displays. Select the check box next to each Location to include on the report.

Classifications

Use the Classifications category to select the Classifications to include on the report.

Select All to include all Classifications.

Select Pick to define specific Classifications for the report. When you select Pick, the Classifications list displays. Select the check box next to each Classification to include on the report.

Employee Types

Use the Employee Types category to select the Employee Types to include.

Select All to include all Employee Types.

Select Pick to define specific Employee Types. When you select Pick, the Employee Types list displays. Select the check box next to each Employee Type to include.

Click Refresh, or press ALT + R to update the grid after applying filters.

Field Chooser

Use the Field Chooser to select the columns to display in the grid.

Menu Option

Displays the type of punch chosen from the call menu. Possible options are:

  • Check In
  • Check Out
  • Periodic Check
  • Return From Lunch
  • Leave For Lunch
  • Blank - Indicates non-completed call
Meal and Rest Menu Options
  • Leave For Break
  • Return from Break
  • Leave for On Duty Lunch
  • Return from On Duty Lunch

Number of Sessions

Displays the number of times the multi-session (* key) function was used. Multi-sessions allow multiple employees to check in with one phone call.

Standard grid functionality applies to this screen. For information on grid functionality see Understanding Grids and Using the Filter Row Feature.

Click the plus sign at the beginning of a grid row to view details of the call, step-by-step.

The Call Steps grid displays the actions of the user calling in.

Standard grid functionality applies to this screen. For information on grid functionality see Understanding Grids and Using the Filter Row Feature.

Click the drill down button at the end of a grid row to open up the Call Track Actions screen to view details of the call, step-by-step.

Field Chooser

Use the Field Chooser to select the columns to display in the grid.

Related Information

The TT Report Call Review screen has its own Security Group, TT Report Call Review. The TT Report Call Review screen is part of the TT Reports ALL Security Group.

If you are applying company or location security at the WinTeam user level, in the Call Review, it will apply to the Employee Number, and not the job.

Tip:  For more information see Security Groups Overview and Security Groups By Module.