Staff Training Agenda
Day 1 – 3 hours
Configure Company-Wide Settings
- Control center
- Document Designer
- Form Designer
- Data Export and Operations Status
- Report as Backup
Account Center
- Default Settings
- Adding New Accounts
- Account vs Sub-Account vs Location
- Users
- OTS custom configuration
- Cancellation Policies
Day 2 – 3 hours
Vendor Center
- Default Settings
- Adding New Vendors
- W-2 vs 1099-MISC vs DBA
- Fine Tune Vendor Accounts
- Vendor rates
SiConnector
- Configuration
- Import
Day 3 – 3 hours
Schedule Appointments
- Calendar Views (Card vs Table)
- Color Coding
- Schedule
- Schedule Interpreter Form Review
- Regular
- Rush/Emergency
- No Broadcasts
- Cloning
- Recurring
- Managing Assignments and Assignment Control Center
- Complete/Submit
- Paper Timesheet/VOS
- Complete Appointment
- Submit Paperwork
- On the Spot!
- Complete Appointment
- Submission Process Review
- Find Appointment
- Incident Reporting
- Journal Report
- Appointment Status Quick List
Day 4 – 3 hours
Communication Center
- Schedule
- Accounting
- Maintenance
- Settings (Test Mode Recipient)
Reporting
- Preset Reports
- Performance Report
- Company
- Clients
- Interpreters
- Languages
- Summary Report
- Global (Sub-Account data with Main Account)
- Global Details (Sub-Account data listed individually)
- Account (Sub-Account data with Main Account)
- Account Details (Sub-Account data listed individually)
- Operations Status Report
- Settings
- Revenue Tab