Required security profile permissions: File Retrieval View, Create, Edit, or Delete
File Retrieval List
- Name
- Displays the Retrieval Batch Name assigned when the retrieval request was created.
- Requestor
- Displays the name of the user who created the retrieval request.
- Request Date
- Displays the date and time the retrieval request was first saved, even the request is in Draft status and has not yet been submitted.
- Return to Long-Term
- Displays the date specified in the Batch Storage Rules when the retrieval request was created.
- # of Files
- Displays the number of files that will be retrieved by this request.
- Total File Size
- Displays the combined size of all files that will be retrieved by this request.
- Status
- Displays the current status of the retrieval request. Possible values are: Done, Pending, Draft, Failed, Processing..., and Rescheduled.
This list displays all file retrieval requests in the system. You can search based on any of the fields in the list. You can also filter the list by choosing a value from the Show drop-down. Filtering options are: All, Done, Pending, Draft, Failed, Processing..., and Rescheduled.
Retrieval Criteria Page
- Retrieval Batch Name
- Enter a unique, descriptive name for the set of files you want to retrieve.
- Contact ID
- Enter a contact IDA unique numerical identifier assigned to each contact. to retrieve records associated with that ID.
- Date Range From
- Defines the starting point of a period from which you want to retrieve recordings. Manually enter a date or use the date picker to select from a calendar. When you click in the field to the right of the date picker icon, a drop-down appears so you can select a time.
- Date Range To
- Defines the ending point of a period from which you want to retrieve recordings. Manually enter a date or use the date picker to select from a calendar. When you click in the field to the right of the date picker icon, a drop-down appears so you can select a time.
- Included File Types
- Defines the type of files your want to retrieve. Select a checkbox to retrieve Call Recordings, Screen Recordings (if applicable), or both. At least one type is required.
- Skills, Agents, or Teams
- Allows you to limit the retrieval request to specific entities within one or more of these categories by clicking the Add icon (indicated by a green +) for the category you want to use. Select one or more entities in the Available column and move them to the Selected column by clicking the single > icon. Clicking the double >> icon allows you to include all entities in the category. Control whether inactive entities appear in the Available column by selecting or clearing the Hide Inactive checkbox. When you are finished making selections for a category, clicking Done applies your selections to the retrieval request.
- DNIS
- Allows you to retrieve files based on a specific DNISDialed Number Identification Service; identifies the number the contact dialed to reach you for inbound voice calls and the number the agent or system dialed on outbound voice calls..
- ANI
- Allows you to retrieve files based on a specific ANIAutomatic Number Identification; also known as caller ID. Listed phone number of an incoming voice call..
- Batch Storage Rules
- Allows you to specify when the retrieved files will be returned to long-term storage, and thus no longer be available for immediate use. Manually enter a date or use the date picker to select from a calendar.
This page displays when you click Create New on the File Retrieval page or when you click a request in the file retrieval list to edit it.
Review Retrieval
This page displays when you click Next on the Retrieval Criteria page. It allows you to review the number of files and total file size associated with the criteria you entered so you can make changes if necessary before incurring any potential retrieval costs.
