Add Enquiry

This guide will show you step by step how to Add a new Enquiry in the TCC module. We have even made it easier by including short videos to help.

Explanation of Sections:

Referral Source: Details of referral and referrals organisation.
General information: Enquiry general information.
Enquire details: Details for the enquiry.
Reasons for call: Details regarding he reason for call.
Enquire custom section: Custom enquiry details.
Outcome: The outcome of this enquiry.

How to Add an Enquiry

1. Locate the Add Enquiry option in the sub menu.

The following fields are mandatory on this page.
* Contact Method is required
* Caller Source is required
* Caller Postcode is required
* One or more Reasons for Call is required

General Information

1. Enter a Contact Name.
2. Select a Date from the date picker.
3. Enter a Contact Method from the drop-down list.
4. Select an Interaction Direction from the radio buttons.
5. Select a Caller Type from the radio buttons.
6. Select a Caller Gender from the drop-down list.

Enquiry Details

1. Select a Caller Source from the drop-down list.
2. Enter a Caller Postcode.
3. Select a Caller Region from the drop-down list.
4. Enter a Call Organisation in the text field or click on the blue search button.
5. Enter a Return Contact Details.
6. Enter a Mobile Number.
7. Select a Caller Role from the drop-down list.

Reasons for Call

1. Select Reason(s) for Call – you can select reasons here.
2. Enter a Call Issues in the text box.
3. Enter Action Taken in the text box.
4. Select a Complaint or Compliment from the drop-down list.
5. Enter Reasons for the Call in the text box.
6. Select a How did you hear about us from the drop-down list.

Enquiry Custom Section

1. Select Health Conditions (caller with chronic health conditions only) from the drop-down list.
2. Enter a Year of Birth (caller with chronic health conditions only) in text box.
3. Select Indigenous Status (caller with chronic health conditions only) from drop down list.

Outcome

1. Select a Follow-up Required from the drop-down list.
2. Select a Status from the drop-down list.
3. Select a Duration from the drop-down list.
4. Select Assigned to from the drop-down list.
5. Enter a Date Resolved in the text field.