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