Frequently Asked Questions

Answers to common questions about the Call Center Management System

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Getting Started

How do I access the system? Basic

The system is accessed through a web URL provided by your administrator. No special software installation is required - just use any modern web browser (Chrome, Firefox, Safari, or Edge). The application is mobile-responsive and works on tablets and smartphones.

Do I need any special training to use the system? Basic

Basic computer skills are sufficient. New users should review the User Manual and complete the provided training session. Most call center agents become proficient within 1-2 days of use. Supervisors and managers may need additional training for dashboard features.

What if I forget my login credentials? Access

The system uses Google authentication, so login credentials are managed through your Google account. If you have issues accessing the system, contact your IT administrator or system supervisor for assistance.

Beneficiary Management

How do I add a new beneficiary to the system? Data Entry

Navigate to the "All Beneficiary Records" tab and click "Add New Entry". Fill in the required fields in each accordion section (Contact Information, Obstetric History, Medical Information, Follow-up). The system will validate data and save automatically. Required fields are marked with red asterisks.

What information is required when registering a beneficiary? Data Entry

Mandatory fields include: Sakhi Name, Beneficiary Name, LMP Date, and Mobile Number. Additional details like medical history, obstetric data, and contact information enhance care quality but are optional. The system guides you through required fields with validation messages.

How does the system calculate Expected Delivery Date (EDD)? Calculations

The EDD is automatically calculated by adding 280 days (40 weeks) to the Last Menstrual Period (LMP) date. This follows standard obstetric guidelines. The calculation updates whenever the LMP date is modified.

Can I edit beneficiary information after registration? Data Entry

Yes, click the edit (pencil) icon in the Actions column of the beneficiary records table. You can modify any field except the Unique ID. Changes are tracked in the system audit log. Always verify information accuracy before saving edits.

Call Logging

How do I log a call with a beneficiary? Operations

Select a beneficiary from the records table and click "View/Add Calls". The call log modal opens. Fill in call details including date/time, outcome, discussion notes, and any specific medical information. For delivery or loss of pregnancy cases, additional forms will appear automatically.

What call outcomes should I select? Operations

Choose the most accurate outcome: "Connected - All Info Gathered" (successful call), "Connected - Partial Info", "Not Connected - Invalid Number", "Not Connected - Switched Off", etc. If all information is gathered, the system requires scheduling the next ANC date.

How does the system determine call sequence numbers? Operations

The system automatically suggests the next sequence number based on existing calls for that beneficiary. For new beneficiaries, it starts at 1. You can override this if needed, but the system prevents duplicate sequence numbers for the same beneficiary.

Dashboard & Analytics

How do I use the dashboard filters? Analytics

Use the filter panel to narrow down data: select data status, agent, priority level, outcome type, delivery status, pregnancy month, and date ranges. Filters work together - for example, you can view overdue calls for a specific agent in a particular month. Click "Clear Filters" to reset all selections.

What do the dashboard metrics mean? Analytics

Total Active Cases: Number of beneficiaries currently being monitored.
Calls Due Today: Beneficiaries requiring contact today.
Overdue Calls: Beneficiaries past their scheduled follow-up date.
Charts show data distribution, agent performance, and call trends over time.

How can I export dashboard data? Analytics

Click the "Download" button in the dashboard filters section. This exports the current filtered data as a CSV file. The export includes all visible columns and respects your current filter selections. CSV files can be opened in Excel or imported into other analysis tools.

AI Features

What AI features are available in the system? AI

The system includes AI-powered Risk Assessment, Quality Analysis, and Call Summarization. AI analyzes beneficiary data and call content to provide insights and recommendations.

How does AI risk assessment work? AI

AI evaluates medical history, vital signs, symptoms, and obstetric data against clinical guidelines to identify potential health risks. It provides risk level classification and recommends specific areas requiring attention. Always use clinical judgment alongside AI suggestions.

Can I rely on AI recommendations for medical decisions? AI

No, AI provides supportive insights only. All medical decisions must be made by qualified healthcare professionals using their clinical expertise. AI recommendations should be used as additional information, not as a replacement for professional judgment.

Technical Issues

What should I do if the system is running slowly? Technical

Try refreshing the page (Ctrl+R) or clearing your browser cache. If issues persist, check your internet connection. For large datasets, the system may take longer to load - this is normal. Contact technical support if problems continue for more than 5 minutes.

Why can't I save my changes? Technical

Check for validation errors (highlighted in red). Ensure all required fields are filled and data formats are correct (e.g., valid dates, 10-digit phone numbers). If the issue persists, try refreshing the page and re-entering the data. Contact support if you continue having save issues.

How do I report a technical problem? Technical

Note the exact error message, what you were doing when it occurred, and your browser type/version. Contact Pramila Poojari with these details. Screenshots are helpful for diagnosing visual issues.

Is my data secure in the system? Technical

Yes, the system uses Google Cloud security standards with enterprise-grade encryption. Access is controlled through Google authentication, and all data is backed up automatically. The system complies with standard data protection practices for healthcare information.

Administration

How do I change my notification preferences? Admin

Notification preferences are managed at the system level by administrators. Contact your Pramila Poojarito modify alert settings for overdue calls, high-risk cases, or other system notifications.

Can I customize the dashboard layout? Admin

Dashboard customization is handled by system administrators. Default layouts are optimized for call center workflows.

How often is data backed up? Admin

Data is automatically backed up through Google Drive's infrastructure. Full system backups occur daily, with incremental backups throughout the day. All beneficiary data and call logs are preserved and recoverable in case of any issues.

Still have questions?

Contact Pramila Poojari or Refer to the detailed documentation.