Control Center

Forms > Request New | Edit | Clone

Schedule Cards View

Adding Tags Global & Appointment Q-Tags

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

Adding Tags Global & Appointment Q-Tags

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)