To explain the call shift notification settings within the setup menu.
IMPORTANT: Only Email notifications are currently working. SMS Notifications will be released soon.
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module.
Video
Directions
1. Click on Personnel> Setup.
2. Click on Call Shift Rules.
3. Click on Settings.
4. At the bottom, you will see Notification Options.
Here you can determine how and who will receive notifications when the call shift is filled or not filled.
5. Both SMS and Email have the same fields, we will look at the SMS fields.
Call Shift Initiator will send a notification only to the person who initiated the Call Shift.
Anyone who can initiate a call shift will send a notification to the users selected.
Notify on-duty will notify an employee with a qualifier of and/or an employee working on for that particular day.
6. Match notification settings when turned on will allow you to match the SMS and Email notifications settings so that you don't have to set both if you want them to be the same.
7. Simply select the settings you want to match and click save.
Purpose To give a overview on Call Shift settings. Video Directions 1. Click on Setup. 2. Click on Call Shift Rules. 3. Click on Settings. 4. Here you can: Toggle on or off the candidate method. Toggle on the ability to manually charge call shifts. ...
Purpose To explain how to create a Call Shift Rule. Video Directions 1. Click on Scheduling> Setup. 2. Click on Call Shift Rules. 3. Click on Add Rule. 4. Here you have the ability to: Determine if this is the Default Rule. Determine if you want to ...
Purpose To explain how to send shift reminders. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video Sending Reminders Navigate ...
Purpose To explain how enable Notifications within the Activities module. Video Directions 1. Click on Activities. 2. Click on Setup. 3. Click on Notifications. 4. Click on Send notification to assigned users. If enabled then the assigned user will ...
Purpose To explain how to manually adjust call shift rankings. Video Directions 1. Click on Scheduling> Call Shifts. 2. Click on Ranking. 3. This qualifier is set up to show a rotating or seniority based list. To manually adjust a individual, select ...