Friday, December 21, 2007

HSS Call Types

A client recently asked: We want our Heat Self Service users to see a limited number of call types. How can we restrict the call types in HSS?

As part of the setup and configuration of Heat Self Service (HSS), you need to use the web-based Heat Self Service Configuration Tool. This allows you to modify call types shown to the end-user. To access this tool, you would do the following:

* Select Start > All Programs > Heat > Heat Self Service Configuration Tool
* Select Edit > Preferences
* Click on the Call Types tab > Add/Remove Call Types as needed
* Click Apply > Click OK
* Click File > Save

This tool can be used for several customizations of the way that HSS appears to the end user. This includes adjusting the fields that appear in the HSS Subset and Call Logging sections, Call Priorities shown, Journal fields shown and several other sections.