TCM1000178 - How to use the SEES appointment system

Version 1.0

Changes to previous version - new guidance.

Step 1

If you鈥檙e updating the Appointment system and already have the customer鈥檚 details displayed, go to Step 2.

If you鈥檙e accessing the Appointment system for the first time

  • open the SEES Appointment system by selecting the 鈥榦perators.xlt鈥� icon on your desktop
  • select 鈥榁iew update/Appointments for given date and time鈥�. A list of the days appointments will display
  • select the next available case or the next available case. This will take you to the 鈥楾ax Credit Office: Diary System鈥� screen. The customer鈥檚 details will be displayed

Note: Any cases you鈥檝e worked earlier will have your PI number on them.

  • call the customer
  • go to Step 2.

Top of page

Step 2

Update the comments box with the details of the phone call.

If you鈥檙e recording the end of a successful call

  • in the 鈥楥all Wrap鈥� field, select 鈥楥all Settled鈥� from the drop down menu
  • select 鈥楽ave鈥�
  • select 鈥極K鈥� on the 鈥楽ignal鈥� box.

If you鈥檙e recording the details of an unsuccessful call

  • in the 鈥楥all Wrap鈥� field, leave the drop down menu on the 鈥楥all Open鈥� default setting
  • select 鈥楽ave鈥�
  • select 鈥極K鈥� on the 鈥楽ignal鈥� box.

If you鈥檙e arranging a new appointment

  • in the 鈥楥all Wrap鈥� field, select 鈥楻earrange Call鈥� from the drop down menu
  • select 鈥楽ave鈥�
  • select 鈥極K鈥�. A calendar will display
  • select the required date on the calendar
  • select 鈥極K鈥�. The available time slots for that date will display
  • select the required time slot
  • select 鈥極K鈥�.

If you鈥檙e recording a failed call

  • in the 鈥楥all Wrap鈥� field, select 鈥楥all Failed鈥� from the drop down menu
  • select 鈥楽ave鈥�. This will take you to the 鈥楻earrange Calls鈥� screen
  • select the 鈥楢rchive Case鈥� checkbox
  • select 鈥極K鈥�
  • select 鈥極K鈥�.