June 20, 2010 1Call webinar on Scheduling
description
Transcript of June 20, 2010 1Call webinar on Scheduling
![Page 1: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/1.jpg)
![Page 2: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/2.jpg)
If you have questions, you may ask on If you have questions, you may ask on the call or type them in to the the call or type them in to the GotoMeeting Chat area at any time. GotoMeeting Chat area at any time. We will try to address your questions We will try to address your questions as we go.as we go.
![Page 3: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/3.jpg)
IS Directory is the foundation of Contact IS Directory is the foundation of Contact Based Architecture.Based Architecture.
INTELLIGENT SERIESINTELLIGENT SERIES
IS On CallIS On CallIS Web On CallIS Web On CallIS Appointment SchedulingIS Appointment SchedulingOn Team SchedulingOn Team Scheduling
![Page 4: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/4.jpg)
•IS Directory On-Call SchedulingIS Directory On-Call Scheduling•Data Stored in SQL ServerData Stored in SQL Server•Contact Info for each personContact Info for each person•Enter Contact info.onceEnter Contact info.once•New featuresNew features
INTELLIGENT SERIESINTELLIGENT SERIESIS Contact On CallIS Contact On Call
![Page 5: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/5.jpg)
Enter all information about employees in their Enter all information about employees in their listing, include contact info and status.listing, include contact info and status.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 6: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/6.jpg)
The General Settings tab on the Subject page contains The General Settings tab on the Subject page contains options that determine how the directory can be used.options that determine how the directory can be used.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 7: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/7.jpg)
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 8: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/8.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESShow Now/Show AllTo display just the shifts for the current time, click the Show Now hyperlink in the On Call Toolbar.Shifts for the current date and time are displayed
![Page 9: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/9.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESThe Day View displays a chart of all of the OnCall shifts for the selected day. The hours of the day are listed on the left side of the Day tab. The duration of each shift is displayed on the chart graphically as a bar for each shift
![Page 10: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/10.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESEach day of the week is displayed with the number of shifts that have been assigned and the number of shifts that are unassigned for that day
![Page 11: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/11.jpg)
IS Directory On-Call eliminates duplicate data IS Directory On-Call eliminates duplicate data entry and adds more structure to your entry and adds more structure to your
schedules.schedules.
INTELLIGENT SERIESINTELLIGENT SERIES
Define shifts and specify Define shifts and specify required coverage using required coverage using
Roles. Any listings enabled Roles. Any listings enabled for the Role are eligible to for the Role are eligible to
cover the shift.cover the shift.
![Page 12: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/12.jpg)
IS Directory On-Call eliminates duplicate data IS Directory On-Call eliminates duplicate data entry and adds more structure to your entry and adds more structure to your
schedules.schedules.
INTELLIGENT SERIESINTELLIGENT SERIES
Define shifts and specify Define shifts and specify required coverage using required coverage using
Roles. Any listings enabled Roles. Any listings enabled for the Role are eligible to for the Role are eligible to
cover the shift.cover the shift.
![Page 13: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/13.jpg)
IS Directory On-Call eliminates duplicate data IS Directory On-Call eliminates duplicate data entry and adds more structure to your entry and adds more structure to your
schedules.schedules.
INTELLIGENT SERIESINTELLIGENT SERIES
Define shifts and specify Define shifts and specify required coverage using required coverage using
Roles. Any listings enabled Roles. Any listings enabled for the Role are eligible to for the Role are eligible to
cover the shift.cover the shift.
![Page 14: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/14.jpg)
IS Directory On-Call eliminates duplicate data IS Directory On-Call eliminates duplicate data entry and adds more structure to your entry and adds more structure to your
schedules.schedules.
INTELLIGENT SERIESINTELLIGENT SERIES
Define shifts and specify Define shifts and specify required coverage using required coverage using
Roles. Any listings enabled Roles. Any listings enabled for the Role are eligible to for the Role are eligible to
cover the shift.cover the shift.
![Page 15: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/15.jpg)
IS WEB On CallIS WEB On Call..INTELLIGENT SERIESINTELLIGENT SERIES
![Page 16: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/16.jpg)
IS Web On-Call Scheduling
![Page 17: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/17.jpg)
IS Web On-Call Scheduling
![Page 18: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/18.jpg)
IS Web On-Call Scheduling
![Page 19: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/19.jpg)
IS Web On-Call Scheduling
![Page 20: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/20.jpg)
IS Web On-Call Scheduling
![Page 21: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/21.jpg)
IS Web On-Call Scheduling
![Page 22: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/22.jpg)
IS Web On-Call Scheduling
Design scripts for IS Web on-call paging or client information updates.Design scripts for IS Web on-call paging or client information updates.
![Page 23: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/23.jpg)
IS Web On-Call Scheduling
Design scripts for IS Web on-call paging or client information updates.Design scripts for IS Web on-call paging or client information updates.
![Page 24: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/24.jpg)
IS Web On-Call Scheduling
![Page 25: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/25.jpg)
New v5.6 On-Call Coverage Checker that alerts New v5.6 On-Call Coverage Checker that alerts schedule administrators about unassigned shifts schedule administrators about unassigned shifts
and reminds people about their assigned and reminds people about their assigned coverage.coverage.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 26: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/26.jpg)
On-call administrators receive automated emails On-call administrators receive automated emails with information about the unassigned shifts with information about the unassigned shifts and a link to go to the schedule to update it.and a link to go to the schedule to update it.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 27: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/27.jpg)
IS Web On-Call Scheduling
![Page 28: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/28.jpg)
IS Web On-Call Scheduling
![Page 29: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/29.jpg)
IS Web On-Call Scheduling
![Page 30: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/30.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESSync on-call and appointment calendars with Sync on-call and appointment calendars with
Outlook calendars.Outlook calendars.
![Page 31: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/31.jpg)
IS Web On-Call Scheduling
![Page 32: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/32.jpg)
IS Web On-Call Scheduling
![Page 33: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/33.jpg)
IS Web On-Call Scheduling
![Page 34: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/34.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESAppointment SchedulingAppointment Scheduling•Create appointments via Telephone Agent
•Web enable appointment scheduling
•Integrate with IS Scripting
![Page 35: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/35.jpg)
Link your scripts with appointment schedules, Link your scripts with appointment schedules, pass script info into the schedule.pass script info into the schedule.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 36: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/36.jpg)
Launch the selected schedule and book your Launch the selected schedule and book your appointment. appointment.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 37: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/37.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESAppointment SchedulingAppointment Scheduling
![Page 38: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/38.jpg)
Search for booked appointments by contact to Search for booked appointments by contact to allow rescheduling or cancelling. allow rescheduling or cancelling.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 39: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/39.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESAppointment SchedulingAppointment Scheduling
![Page 40: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/40.jpg)
Copy booked, rescheduled, and cancelled Copy booked, rescheduled, and cancelled appointment data back into the message.appointment data back into the message.
INTELLIGENT SERIESINTELLIGENT SERIES
![Page 41: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/41.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESAppointment SchedulingAppointment Scheduling
![Page 42: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/42.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESOn Team SchedulingOn Team Scheduling
•Automate scheduling process
•Create rules and shifts once
•Keeps track of shifts each person has worked
![Page 43: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/43.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESOn Team SchedulingOn Team Scheduling
![Page 44: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/44.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESOn Team SchedulingOn Team Scheduling
![Page 45: June 20, 2010 1Call webinar on Scheduling](https://reader036.fdocuments.in/reader036/viewer/2022070302/547bcd14b4af9f28108b4582/html5/thumbnails/45.jpg)
INTELLIGENT SERIESINTELLIGENT SERIESOn Team SchedulingOn Team Scheduling