Project Management
      Back to home
      1. Knowledge Base
      2. COS Staff Project Management
      3. Project Management

      Loading Data Results Into COS

      1. Log in to the dialer as an admin.
      2. Click "Reporting" and choose "Dialer Result Download."
      3. Select "Dial Leads-Last Pass" and "All" under "Realtime Reports."
      4. Choose the desired Start/End Date for the reports.
      5. For Report Type, select "System Disposition" and the associated script (usually the same as the PO#).
      6. Check the boxes for "Include Aux Data" and "Report On All Calls."
      7. Download the report.
      8. Log in to cOS and click "Centers" to download the center call file.
      9. In the dialer report, sort by PO#, create a new spreadsheet, and transfer the relevant data. Essential columns include: ID (cr_id), Phone, Agent Disposition (status_code), Pass Disposition, Call Start (call_time), Duration, Agent ID (TSR), Spoke to (spoke_to), and Results (Q1).
      10. For ROBOS, the essential columns are: ID (cr_id), Lead_Phone (phone), Pass Disposition (status_code), Call_Start (call_time), and Duration.
      11. Copy/paste all recorded completes with no answer in Q1 to a new spreadsheet and send to a staff member for monitoring.
      12. Sift through question responses (1,2,3), making a Complete for each. Sort by other Status Codes and delete non-essential columns.
      13. Change headers in the dialer list to match those in the center file, and change agent dispositions to standard cOS status codes.
      14. Sort the agent disposition by blank records, copying the value from the pass disposition column.
      15. Sort status codes by Complete (C), then filter the blanks in Q1. For completed calls, clear out any non-available dispositions and assign each a number.
      16. Delete all monitor pending calls from the list.
      17. Ensure there are no blanks in the spoke_to column.
      18. Save the center file, open FileMaker, and import the dialer list, updating matching records.
      19. Arrange by "Matching Names" and make cr_id=cr_id.
      20. Enter the Call Date and replace all (Command + =).
      21. Export the file, change it to .csv, and upload it to cOS.
      22. Double-check the report, ensuring the completes at the top match the completes at the bottom, and follow all other standard procedures.

      Rewritten instructions for Loading Back ROBOS into COS:

      1. Sign into COS and go to the robo PO.
      2. Click on "Centers" and "Download Call List" (to be used later).
      3. Log in to the dialer at https://portal.vacd.biz/manage/#/login.
      4. Go to "Reporting" > "Realtime Reports" > "Dialer Result Download."
      5. Ensure the start and end dates reflect the day the robo ran.
      6. For Report Type, select "Dialed Leads: Last Pass."
      7. Download the report.
      8. From the report, keep only the following columns: ID (change to cr_id), lead_phone (change to phone), pass_disposition (change to status_code), call_start (change to call_time), and duration (no change needed).
      9. Delete all other unnecessary columns.
      10. In Excel, use the "Find and Replace" feature to update the following:
        • "NOANSWER" = N
        • "HANGUP" = N
        • "ANSWER" = C
        • "MACHINE" = LM
        • "BUSY" = B
        • "CONGESTION" = B
        • "DISCONNECT" = D
        • "INTERCEPT" = D
      11. Save the data results file.
      12. Open FileMaker, import the dialer list, and update matching records.
      13. Arrange by "Matching Names" and make cr_id=cr_id.
      14. Enter the Call Date and Spoke_To, replacing all (Command + =).
      15. Export the file, change it to .csv, and upload it to cOS.
      16. Double-check the report, ensuring the completes at the top match the completes at the bottom, and follow all other standard procedures.