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Last Journal Date - How it is Calculated

Last Journal Date

The Influence Professional software shows a "Last Journal" Date when viewing candidate, contact or Company workbenches.
The way that the Last journal Date is calculated is controlled by settings within the software and can be changed to suit.

 

Items affecting Last Journal Date Calculation

a) Code table [019] Call Types can be used to determine if a particular Call Type gets counted based on its direction: (1=Inward/2=Outwards/3=both)
If a CALL TYPE is set in this way it will be counted (or not)  depending upon its direction.
e.g. If call type "COMP" were set to '1' then Journals with this call type would be counted only if they were logged with a direction of 'Inward'.


b) Code table [140] (Jnl Contact Methods) can be used to determine if a particular METHOD gets counted baed upon the direction of the Journal (In/Out)
If ANY methods are set in this way it will over-ride the Parameter described below.


c) Parameter JOURNALS, Text(12) controls which METHODS are taken account of for last journal date. It counts both inward an outward journals of that type but will cease to work if the JNL Contact methods [140] code table has been used instead.

(The JNL Contact Methods can be found/seen from Maintenance>Setup>Codes Tables.
Select system area C - Contact Management, then choose JNL Contact Methods [140]. Tick the Extra Info [  ] check box to see details.)


d) Parameter CMS2, Text(3) allows you to specify a userID which will be IGNORED when calculating Last Journal Date. ANY journals created by this user, irrespective of Type method or direction will be ignored.
This is useful to allow you to use a specific UserID to send mass emails, but EXCLUDE any of these from the Last journal date calculation.

Also
Parameter REC, Integer(17) "Last Contact Date days to highlight (Yellow)", can be used to make recent contact dates highlight in yellow

How it works

The items above work in a hierarchy, and one will take precedence over another, in the following sequence.

1) CALL TYPE: If a specific call type is set to affect the Last Journal date it will do so irrespective of the METHOD


2) JNL CONTACT METHOD: If you have set ANY Inward/outwards setting on Jnl Contact Method [140] code table, then these METHODS will be used provided there is not a call type that takes precedence.


3) Parameter JNL, Text(12) will look at the specified methods. (e.g. PESI  - phone, emails, SMS or 'internal)
The system will find the most recent of these methods irrespective of direction and use that as the "Last journal date" (As long as nothing has been set on the Jnl Contact Method [140] code table mentioned above.)

 

Note: When calculating Last Jnl Date the system will never take account of any 'SC

 (Status change) Journals with a method of 'N' - AutoNote which have been generated by updating or importing Compliance documents onto the [Compliance] tab of a candidate record.


Examples:

If you make the following assumptions about system setup:
- CALL TYPE "COM" (Complaint) is setup so that INWARD complaint calls affect Last Jnl Date
- JNL CONTACT METHOD (140) is setup so that INWARD Emails and INWARD or OUTWARD Phone Calls affect Last Jnl Date.
- Parameter JNL, Text(12) is setup to consider PES (Phone, EMail or SMS) methods, irrespective of direction.  NOTE: *This will not be used because the JNL Contact Method (140) has been set in preference.

Example 1

If a candidate record had the following Journals Recorded, the system will show the Last Journal Date as 29/10/2014   - because of the "COM" Call Type

Date of Jnl           Call Type       Direction (I/O)   METHOD
05/11/2014         BUSD                 O                       SMS
29/10/2014         COM                    I                        FAX
19/10/2014         BUSD                 O                       EMAIL
18/10/2014         CVS                     O                       NOTE
15/10/2014         GEN                     I                        PHONE


Example 2

If a candidate record had the following Journals Recorded, the system will show the Last Journal Date as 15/10/2014   - because of the Inward PHONE call

Date of Jnl           Call Type       Direction (I/O)   METHOD
05/11/2014         BUSD                O                       SMS
29/10/2014         GEN                    I                        FAX
19/10/2014         BUSD                O                       EMAIL
18/10/2014         CVS                    O                       NOTE
15/10/2014         GEN                    I                        PHONE

 

Example 3

If a candidate record had the following Journals Recorded, the system will show the Last Journal Date as 21/10/2014   - because of the Inward EMAIL

Date of Jnl           Call Type       Direction (I/O)   METHOD
05/11/2014         BUSD                 O                       SMS
29/10/2014         GEN                     I                        FAX
21/10/2014         <blank>             I                        EMAIL
19/10/2014         BUSD                 O                       EMAIL
18/10/2014         CVS                     O                       NOTE
15/10/2014         GEN                     I                        PHONE


Example 4

If a candidate record had the following Journals Recorded, the system will show the Last Journal Date as 05/11/2014   - because of the Outward Phone call

Date of Jnl           Call Type       Direction (I/O)   METHOD
05/11/2014         BUSD                 O                       PHONE
29/10/2014         GEN                     I                        FAX
21/10/2014         <blank>             I                        EMAIL
19/10/2014         BUSD                 O                       EMAIL
18/10/2014         CVS                     O                       NOTE
15/10/2014         GEN                     I                        PHONE


[Keywords: Last Journal date, Last JNL Date, Date for Last Jnl, highlight Last journal Date]

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  1. Graeme Orchard

  2. Posted
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