Control Center
Forms > Request New | Edit | Clone
Schedule Cards View
System would not save properly, full document is in the FILE section of TEAMS - SI Training Chat
CONTROL CENTER
Forms > Login/Log Out
Text vendors/clients see when they log into SI portal
Forms > Request New | Edit | Clone
Schedule Cards View
Account Settings
Global Locations (where you add new locations)
Staff Members
Where you would add/edit/inactivate/internal staff members profiles
Be sure to apply correct employee settings and select “active” if it’s a new employee
Assign appropriate calendar type
Note: In order to save the password you must select “set password” for “save changes” does not save password details.
Lists > Assignment Categories: (TERM: Assignment Categories = Calendar Type)
List > Assignment Class: (TERM: Assignment Class = Assignment Type | i.e., Deposition, Arbitration, etc.)
Note: each class needs to be connected to a category (each assignment type needs to be assigned to a calendar type, therefore you will have Deposition Spanish Legal, Deposition OOS, Deposition Exotic).
Consumer: (Term: Consumers = job title of the individual ordering the services – i.e. Attorney, Scheduler, Secretary)
Account Types: (i.e. Law Firm, Court Reporter Firm, School District, etc.)
Services: (TERM: Services=Languages)