How do I change/edit existing call flows?
Surgery Connect is a live phone system. Supervisors can use X-flow to create and manage the information given, and the actions taken, through the call flow
You can make changes to suit your surgery as and when you need to, for example, if you need to add information into any of your prompt messages
To do this you will need to identify and load the call flow you want to edit
This guide will show you how to load an existing call flow through the Service Delivery Console and through X-flow
Step by step guide
Accessing X-flow
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
To manage or edit existing call flows, navigate to the X-flow Console
Don't forget - if you are already logged into a Surgery Connect console, you can navigate to any other console quickly by using the Menu, next to your initials
Or; Click on the arrow in your toolbar to see the hidden icons
Right click on the Surgery Connect Logo and select Launch Consoles. This will open up the selected console in a new window for you
Loading a call flow through X-flow
Once you have accessed X-flow the X-flow workspace will open, it will be an almost completely blank screen
At the top left hand corner click on the Load button
A window will load, with a list of all of the call flows for your surgery. Select the call flow you want to edit and click Load
Your call flow will now be loaded onto the X-flow Workspace
Loading a call flow through the Service Delivery Console
Log in to Surgery Connect - sso.x-onweb.com - with your NHS email address and Surgery Connect password
To manage or edit existing call flows, or to make a new call flow navigate to the Service Delivery Console
Click on the Numbers tab at the top of the screen
When you access the list of Numbers you will see this table
Sort Numbers - ascending or descending
This can be useful if you are trying to find the highest short dial number used, so you can add the next number to a new user
Filter by number Type
Once you have filtered by number type you can again sort the numbers ascending or descending
Search by name, this can be the name of a user, group name or inbound number name
Once you have found the correct number you can edit it through Options
Your call flow will now be loaded onto the X-flow Workspace
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