Using Plans for Outbound calling

If you use control groups for your Devo and Tkt plan statuses and sources, that should keep the numbers straight (at least within user groups that only have access to one or the other control group data; if there's a user group that has access to both control groups, they will definitely be co-mingled.)

Mindee, do you know of a way to clean up/expire old plans in a portfolio? Our Outbound Calling lists can get length and if I promote them to a worker, that worker's portfolio will get cumbersome very quickly. Is there a way to "clean up" a portfolio that gets rid of an old campaign or list that was promoted to a worker(s)?

Jessica, Our symphony uses filters on the portfolio screen of the Worker Profile tab (v15.0.3) to filter by Plan, Status, and Last Step Type, and only see what they want to see at any given time. I don't know of any way to remove a plan from a worker but we do have a "Plan Terminated" status that is used and then we never include plans with that status in the plan screen view.

We do the same as Mindee. We have plans for Education  (who sole all the custom fields btw) , Executive and Programming. All statuses are control grouped. I set up a pipeline report that pulls the last step and note which makes it easier to track where we are up to. 

I was given this code when I had an issue with staff having the max number of Plans in their Portfolio. At the end of every season of calling I go in and remove the Plans from appearing in their Portfolio, keeps it clean.

USE impresario
GO

select a.*, b.customer_no as patron_cust, c.description as campaign, d.description as planstatus from TX_CUST_PLAN as a
join T_PLAN as b on a.plan_no=b.plan_no
join T_CAMPAIGN as c on b.campaign_no=c.campaign_no
join TR_PLAN_STATUS as d on b.status=d.id
where a.customer_no=### --update the ### with the workers individual id, not their household


 
--This query will allow you to update rows in TX_CUST_PLAN that need to have the show_in_portfolio set to N based on a campaign.
 
select * from T_CAMPAIGN order by campaign_no desc --this query will allow you to grab the campaign_no easily


BEGIN TRAN
UPDATE TX_CUST_PLAN SET show_in_portfolio='N' WHERE plan_no in (select plan_no from T_PLAN where campaign_no=###)
--you will need to update the ### for the campaign_no you want to change


ROLLBACK TRAN
 
--COMMIT TRAN
 
 
--This query will allow you to update rows in TX_CUST_PLAN that need to have the show_in_portfolio set to N based on a Plan status of BX Closed - Renewed.


BEGIN TRAN
UPDATE TX_CUST_PLAN SET show_in_portfolio='N' WHERE plan_no in (select plan_no from T_PLAN where status=36)
 
ROLLBACK TRAN
 
--COMMIT TRAN

Hi Jessica,

I have created reference documentation for our plan set up as we manage quite a few things with plans. Outbound calling, Corporate partnerships - contracts,invoicing etc, Happy to share if you are interested

Also have procedural documentation for our outbound calling that is TSO specific but may help?

Brenda

yeppers! I'd love to see anything you have.

jbonanno@mccarter.org

Brenda, this sounds amazing and I've been investigating using plans for for both outbound calling and corporate sponsorships.  Would you you be wiling to share your documentation with me as well?  Thanks!

jfoo@laphil.org

Would love to see this as well, Brenda!

thomaschiu@brandenburg.com.au

Brenda, I'd also love to see the reference documentation. We're just starting to develop our usage of plans and I'd love some outside resources.
msimmons@motopera.org

Can you also share your documentation with me? kpogoda@lacma.org

Hi Brenda!

This was a while ago, but any chance you would be able to share your documentation for plans?  We are looking at implementing them and would love to see what other folks are doing.   

kastop@theatrecalgary.com

Thanks!

Kristine