Action Codes

Action Codes enable agents to report the business results of customer interactions, as well as to explain the reasons for certain operations.

After you select an appropriate code from a menu of predefined Action Codes, the code is passed along with its related request. The code then returns with the event which indicates that the request has been successfully processed. Eventually, the code is stored in the reporting database.

You can supplement each Action Code with a number of Subcodes that more precisely characterize the reasons for a certain action.

Display Options

The Action Codes list shows the Action Codes that are in your environment. It is sorted in a hierarchy by Tenants, configuration units, sites, and folders. To view objects by a particular hierarchy, select the hierarchy type in the drop-down menu above the list.

Important

Action Codes that are disabled appear grayed out in the list.

Configuration Manager respects tenancy permission settings. You can access only those objects that you have been granted permissions and privileges to access.

You can filter the contents of this list in two ways:

• Type the name or partial name of an object in the Quick Filter field.
• Click the magnifying glass button to open the Tenant Directory filter panel. In this panel, click the Tenant that you want to select. Use the Quick Filter field in this panel to filter the Tenant list.

You can sort the items in the list by clicking a column head. Clicking a column head a second time reverses the sort order. You can add or remove columns by clicking the Select Columns button.

To select or de-select multiple objects at once, click the Select button.

Possible Procedures from this Panel

To create a new Action Code object, click the New button. To view or edit details of an existing object, click on the name of the object, or click the check-box beside an object and click the Edit button.

To delete one or more objects, click the check-box beside the object(s) in the list and click the Delete button. You can also delete individual objects by clicking on the object and then clicking the Delete button.

Otherwise, click the More button to perform the following tasks:

• Clone—Copy an Action Code.
• Move To—Move an Action Code to another hierarchical structure.
• Enable or disable Action Codes
• Create a folder, configuration unit, or site. See Object Hierarchy for more information.

Click on the name of an Action Code to view additional information about the object. You can also set options and permissions.

Creating Action Code Objects

To create an Action Code object, perform the following actions:

1. Go to Configuration > System > Configuration Manager.
2. Click Action Codes. The Action Codes list displays.
3. Click the New button.
4. Enter the following information. For some fields, you can either enter the name of a value or click the Browse button to select a value from a list:
   • Name—The Name of this Action Code. You must specify a value for this property, and that value must be unique within the Configuration Database (in an enterprise environment) or within the Tenant (in a multi-tenant environment).
   • Type—The Action Code Type. You must specify a value for this property. Once you set the value, you cannot change it. See the Action Code Types tab for more information.
   • Code—The Action Code. You must specify a value for this property, and that value must be unique within the Action Code type specified in the Type property.
   • Tenant—In a multi-tenant environment, the Tenant to which this object belongs. This value is automatically set to the Tenant that was specified in the Tenant Directory field in the object list.
   • State Enabled—If selected, indicates that the object is in regular operating condition and can be used without any restrictions.
5. (Optional) You can also set Subcodes to more precisely characterize the reasons for a certain action. To set Subcodes, perform the following steps:
   • Click the Subcodes tab.
   • Click the Add button.
   • Enter the following information:
     • Name—The name of the Subcode. You must specify a value for this property, and that value must be unique within the Action Code. Once you set the value, you cannot change it.
     • Code—The Subcode value. You must specify a value for this property, and that value must be unique within the Action Code. Once you set the value, you cannot change it.
     • Perform one of the following actions:
       • Click the Save button to accept the changes and return to the object list.
       • Click the Apply button to accept the changes and remain in the tab.
       • Click the Cancel button to discard the changes.
6. Click the Save button.

Types of Action Codes

The following are types of Action Codes:

Type	Description
Busy Off	Selected and sent when an agent cancels the Make Busy function.
Busy On	Selected and sent when an agent activates the Make Busy function.
Conference	Selected and sent when an agent initiates a conference.
Forward Off	Selected and sent when an agent cancels the Call Forwarding function.
Forward On	Selected and sent when an agent activates the Call Forwarding function.
Inbound Call	Selected and sent when an agent releases an inbound call.
Internal Call	Selected and sent when an agent releases an internal call.
Login	Selected and sent when the agent logs in.
Logout	Selected and sent when the agent logs out.
Not Ready	Selected and sent when the agent’s status changes to Not Ready.
Outbound Call	Selected and sent when an agent releases an outbound call.
Ready	Selected and sent when the agent’s status changes to Ready.
Transfer	Selected and sent when an agent initiates a transfer.