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Meeting Support

Passdown Wrap Up Process


Purpose
This article and process is only to be used by Outside Help that is comfortable with wrapping up Passdowns they're assigned to. 
Procedure
Item Description
Call Manager
  • Log in as WrapUp in the Sign In Tab
  • Click on Details button
    • A Pop-up window will appear. Select OK.
Call Info Tab
  • Enter Actual Start Time. (If Lead op didn’t enter this before passing down please contact the Lead or the Passdown manager)
  • Enter Actual End Time.
  • Enter Record time (This should always match the Start time)
  • (If Op didn’t fill in before Passing Down) Enter the number of Conference Participants, including the Moderator, Speakers and Commline(s), that joined the call in # Parts.
    • Any lines in <> don’t need to be added to the part count
    •  Example <DIGREC.123456>

DocuTools-note.jpg Note:  If this section is left blank, a pop-up reminder will appear stating You must set the number of parts on the call, as accurately as possible. Billing uses this information.

Mods/Speakers Tab

DocuTools-warning.png Warning: Verify this info is filled out. If missing you can find the speakers name on the bridge in the Pre-Conference, also notify the Passdown Manager).

Full Name of Actual Moderators (including salutation)

  • Enter the Moderator’s full name or specify if the call was a Feedline.

Speaker/Coordinator/Q&A Panelist’s Full Name (including salutation)

  • Enter the full name of any other Speakers, Panelists or Coordinators.

DocuTools-note.jpg Note:  Use standard capitalization when entering names.  Do not enter in all caps. 

Services Tab

Post Conference

  • Select when a Post-Conference was not scheduled but was added during the Pre-Conference. 
  • Enter duration of minutes of the Post-Conference. 
  • Pop up box will appear
    • Select Series
    • NA in Name of client Requesting change field
    • NA in Phone# of client Requesting change field
    • NA in Requested Change or Important info Box
      • Send Email
Notes Tab
  • Ensure Lead op has filled out details of the call (If missing reach out to Passdown Manager)
  • If lead op hasn’t noted Passdown please add the following at the Bottom of the Summary section of Notes
    • Passdown to “Your Name” 10 min after start

Erasing Passdown Conference off the Bridge(s)

  • Disconnect all lines
  • Remove your audio path from the call to be erased and place in the Straybell conference
  • Highlight the Conferences to be erased
  • Right Click
  • Click Erase
  • Click Yes, AFTER confirming correct confirmation code

DocuTools-note.jpg Note: If call is linked, all conferences need to be erased to wrap up in Call Manager.

Finish Wrap Up in Call Manager
  • Wrapup Complete
  • Confirmation Pop up box will appear
    • Check both boxes
    • Done

DocuTools-note.jpg Note: If you get a Clerical Mapping Pop up Box, Contact the Passdown Manager for assistance. Call can’t be wrapped until the mapping is completed


 
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