Wednesday, December 12, 2007

QChat Enhancement - Contextual Branching

I. Capture New DataSet Objects
A. New Stored Procedures
1. CQMContextualBranchingArea - Used to fill the 1st level drop down
2. CQMContextualBranchingAreaToSubArea - Associations between 1st and 2nd drop down
3. CQMContextualBranchingSubAreaToReason - Associations between 2nd and 3rd drop down
4. CQMInteractionUpdate - Call whenever a survey is Updated. Should be called when the
CQMCompleteSurveyUpdate stored procedure is called. This does inserts into customer interactions.
B. Amended Stored Procedures - These added customer interactions to grid return, should be displayed in Survey.
Each grid query now has AreaReason, SubAreaReason, ReasonReason.
1. CQMGridCoach
2. CQMGridMonitor
3. CQMGridReview
4. CQMGridSearch
III. Application Adjustments
A. Contextual Branching - This branching should not go back to the database, but use filtering of data tables similar to StarCarExpress
1. The Area Drop down should key off of the first word in the DepartmentText field (we already get this field)
a. If this first word is not 'Import' or 'Export' then leave blank and force user to choose
b. If there is a match, you will have to fire the next set of drop downs
2. The main display grid should pass Interaction Reason values to the Survey, and set drop downs appropriately
3. Must pass contextual values to the CQMInteractionUpdate
a. Validate to ensure each drop down has a choice
4. You can remove the CallType and Call Category drop downs, as these choices will be represented in the contextual branching

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