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.
Important: The Allow Manual Charging feature must be turned on in Personnel>Setup> Call Shift Rules> Settings.
Video
Directions
1. Starting from within a call shifts history, we can see that the individual who accepted the call shift has been charged.
This can vary depending on how your department has individuals move on the Rankings lists.
2. To charge a individual, select the plus sign.
3. Click on Charge. The individual will then be charged and move on the rankings list.
4. To uncharge a individual, select the minus sign in the actions column.
5. Click on Uncharge. They will not receive any ranking change for the call shift.
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 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 ...
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 manually award a call shift. Related Articles Call Shift Settings Video Directions 1. Click on Scheduling> Call Shifts. 2. Find the call shift that is Ready for Awarding and click the eye. 3. Click the checkmark next to the ...
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 ...