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Configuring an Accessibility Plan

You can change the plan type at any time by selecting another plan type on the Call Plan page in the Plan Type field. However, note that the call settings will be reset to default upon changing to a new plan type and can be restored by returning to the original plan type.

To add a new Accessibility Monitoring Plan, on the Monitoring Plans page, click New Plan and select the Accessibility type. See the corresponding sections of this article to configure the plan settings.

Call Plan

First, you need to configure the call plan. To do this, on the Call Plan tab, follow the steps provided below:

  1. Enter a Plan Name (up to 20 alphanumeric characters), the Country from which the phone number to be monitored originates, and the number itself. PNM will automatically enter the proper country code for the phone number and provide the cost of the call in Call Credits per minute next to the phone field.
  2. Enter the Time Zone where the phone number originates; all calls placed by PNM to that number will be relative to the specified time zone.
  3. Optional: The phone call is limited to 1 minute by default. When the timeout is reached the system stops the call with the corresponding error regardless of the response. If you expect your call check to take longer than 1 minute, you can turn off the Limit call check to 1 min option. Note that we charge the call checks by the minute. 
  4. Select the Expected Call Response that you expect to receive:
    • Call answered/No Key Pressed – answer only.
    • Any Key Pressed 
    • Response Code – supports up to six 4-digit response codes, that can be entered in response to the call. The response is considered as correct if one of the codes was entered.
    • Response Word – supports checks for response words, that can be used in the vocal response to the call. The response is considered correct if one of the words was detected in the vocal response.
  5. Select a greeting (played as soon as the call is answered) from the PNM pre-recorded Greetings or click New Audio File and create your own greeting in the Create Audio File window. See more in the Recording Audio Files.
  6. In the Call Options section, select call retry and time delay options that may be applicable to calls that were not answered from the first attempt or calls that do not receive the proper response. 
  7. Set the Maximum ringing time timeout in seconds. The call attempt will be aborted if the timeout is reached. 
  8. Click Next Step to configure the call Schedule, Alerts and check the Summary.

Call Schedule

Select a schedule from the list of call schedules or add New Schedule and configure a new schedule. See the Configuring Schedules article of this wiki for details.

Alerts

Choose to include or omit Alerts. See how to configure alert groups and templates in the Configuring Alert Groups and Configuring Alert Templates articles of this wiki.

You can receive an alert if any of the following conditions are selected and then met when the monitoring call is placed:

  • Phone number is busy
  • Phone is not answered
  • Incorrect response received
  • Phone system error

If no alert conditions are specified, you can still view specific call information under the Reports menu.

Summary

The Summary tab provides a listing of all of the elements that make up the plan. To edit the plan, click on one of the categories on the left menu or use the Back button at the bottom of the page. 

Once the plan settings are configured, you can either save the plan without activating monitoring or you can activate the monitoring plan immediately:

  • To activate the plan, click Activate Now
  • To add the plan to the list of monitoring plans without activating it, click Save and Exit.

It is recommended to use the Run Now option on the Monitoring Plans page for every newly created plan (the plan’s actions menu > Run Now) to make sure that the monitoring call is executed properly.