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