Excavator Alias Recommendations

When using the Excavator Alias Recommendation feature, the system recommends the creation of new aliases for existing excavators, based on matching excavator data in new tickets to existing excavators already in the system. For more information on aliases, see Add an Alias.

Note: This feature requires the Damage Analysis feature to be configured, including creation of a Damage Form.

The system automatically matches on these fields from the one call center ticket to create alias recommendations to be added to an excavator (The matching is limited by state. For example, Florida tickets are matched to Florida excavators):

  • Contact Email
  • Contact Name
  • Contact Phone
  • Excavator Name

The system uses color to indicate matches:

Text Color Description
Red Matches an existing excavator
White Does not match an existing excavator

 

 

Field Description
Alias Recommended

View [n] Alias(s): Click to show all recommended aliases

Approve: Click to add the alias to the excavator listed above it in the white row

Reject: Click to reject the alias recommendation. Result: The system does not add the alias to the excavator listed above it in the white row. This recommendation does not appear again even if it matches

Contact Name

The name of the contact exactly as it appears on the ticket

Text color:

  • Red = Matches existing excavator

  • White = Doesn't match existing excavator
Email

The excavator email from the ticket

Text color:

  • Red = Matches existing excavator

  • White = Doesn't match existing excavator
Excavator

The excavator name from the ticket

Text color:

  • Red = Matches existing excavator

  • White = Doesn't match existing excavator
Phone

The excavator phone number from the ticket

Text color:

  • Red = Matches existing excavator

  • White = Doesn't match existing excavator

 

Excavator Name

You can filter excavators by name within a US state.

  1. On Excavator Alias Recommendations page, in the Filters column (on the left), in the Excavator Name search box, type a search and click Search ( ). Result: Search results appear
  2. Optional. To erase the search term and results, click X.

State

Use filters to limit the results by US state.

  1. On Excavator Alias Recommendations page, in the Filters column (on the left), in the State dropdown list, choose a US state and click Apply Filter. Result: Results appear
  2. Optional. To erase the search term and results, click X.
  3. Optional. To clear all filter results, click Clear Filter

 

  1. On the Excavator Alias Recommendations page, in the Alias Recommended (rightmost column) of the alias you want to approve or reject, click an action:

     

    Field Description
    Approve

    The alias is approved. Result:

    • The system adds the alias to the excavator listed above it in the white row

    • All future tickets with the alias are processed identically to those with the excavator to which the alias has been added

    Reject

    The alias is rejected. Result:

    • Does not add the alias to the excavator listed above it in the white row

    • This recommendation does not appear again even if it matches