Excavator Details

1. On the Excavator Details page, click Modify this Excavator

2. On the Modify an Excavator / Add an Excavator page, fill in the fields: 

                                                                       
   Excavator Information    

   Field	Description
   Address	The street address of the excavator
   Address 2 (Optional)	Additional address information of the excavator
   City	The city of the Excavator
   Excavator Name	The name of the excavator must exactly match the excavator name from the One Call Center ticket
   Excavator Notes	If the excavator is non-compliant, these notes will be available on the ticket summary and the ticket details via an indicator icon ()
   Non-Compliant	Check the box if this excavator has been determined to be non-compliant by  your company. For example, an excavator may dig before all responses have been received.                                                                                               The excavator does not see this note about noncompliance.                                                                                              You can set up Auto Assignment rules based on noncompliance.
   Phone Number	The phone number of the Excavator
   State	The state of the Excavator
   Zip Code	The postal code of the Excavator. If zip code and alias are both used, the system will not match the alias to the excavator unless the zip code on the ticket matches the zip code of the excavator

                                                                           
                                                                       
   Rules for Sending Positive Response to this Excavator    

   You can use any or all of these rules, but must have at least one of them:

   • System rules / following rules: 
   • Manual callout rules
   • SMS text message (no rules or with system / following rules)

                                                                                                                                        

   Field	Description
   Language	For a language other than English, contact Irth Solutions
   SMS Text Message and Phone Number	Check the box and type the phone number to send text messages to (The text of the message is entered on the Responses)                                                                                              Optional. Choose rules for other methods of sending positive responses in addition to SMS Text or choose no rules to send only SMS Text (see rows below)
   No rules	Response is sent only by SMS Text (no phone, emal, or fax is sent)
   Use system rules	By default, positive response to the excavator uses the system rules:  Phone Email Fax
   Use the following rules	Choose the rules that determine the order of the actions used to send positive  responses to this excavator.                                                                                              View UtiliSphere's positive response to the excavator process: Excavator Positive Response Settings                                                                                              In the Action dropdown list, choose how this excavator is sent positive responses: Information from the ticket (as requested, email, fax, phone) Contact information for this contact (email, fax, phone) added by you  Click Add to put the actions in the Description window  Use the arrows to put the actions in order you want the system to perform them Optional. Use manual callout as the last resort:                                                                                                      If none of the actions listed above apply, then someone at your company must manually call the excavator. The manual callout rules determine which tickets need a manual phone call as the positive response to the excavator

                                                                           
                                                                       
   Excavator One Call Centers     

   Choose if this Excavator Rule should apply to all one call  centers or only for an excavator who creates tickets for a certain One Call Center                                                                      

    

3. Click Add / Save

Excavator contacts allow you to choose:

• The person at the excavator who receives the response
• The processing order of the contact methods used to send the response

Excavators can have multiple contacts.

1. On the  Excavator Details page, click Add a Contact

2. On the Add an Excavator Contact page, fill in the fields

                                                                       

   Contact Information

                                                                                                                                                                         

   Field	Description
   Contact Name	The name of the contact exactly as it appears on the ticket

                                                                       

    

                                                                       

   Rules for Sending Positive Response to this Contact

                                                                       

   You can use any or all of these rules, but must have at least one of them:

   • Action (email, fax, phone, as requested on ticket)
   • Manual callout rules
   • SMS text message                                                                                                                                                                                                                                                                                                  

     Field	Description
     Action / Description	Choose the rules that determine the order of the actions used to send positive  responses to this contact at the excavator. In the Action dropdown list, choose how this excavator is sent positive responses: Information from the ticket (as requested, email, fax, phone) Contact information for this contact (email, fax, phone) added by you  Click Add. Result: The actions appear in the Description window below the Actions dropdown list  In the Description window, use the arrows to put the actions in order you want the system to perform them
     Contact Name	The name of the contact exactly as it appears on the ticket
     Language	For a language other than English, contact Irth Solutions
     SMS Text Message and Phone Number	Check the box and type the phone number to send text messages to (The text of the message is entered on the Responses)
     Use manual callout as the last resort	If none of the actions listed above apply, then someone at your company must manually call the excavator. The manual callout rules determine which tickets need a manual phone call as the positive response to the excavator

3. Click Add

An alias is an alternate name for an excavator. The system processes an excavator and its aliases identically. Use aliases to: 

• Make the system match all variants of an excavator name by listing those variants as aliases of the excavator (also called normalizing excavator names)
• Add other excavators as aliases of an excavator (See Excavator > Merge Excavator). Merged excavators (aliases) are processed the same way the excavator to which they are merged is processed

The system allows multiple aliases per excavator, but each must be unique. 

If alias and zip code are both used, the system will not match the alias to the excavator unless the zip code on the ticket matches the zip code of the excavator.

1. On the  Excavator Details page, click Add an Alias
2. On the Add an Excavator Alias page, fill in the Alias Name
3. Click Add