Difference between revisions of "Call Center"

From MyFacilityFitPro_Wiki
Jump to: navigation, search
(Using Call Center to Create New Requests)
Line 3: Line 3:
 
== Using Call Center to Create New Requests ==
 
== Using Call Center to Create New Requests ==
 
{| class="wikitable"
 
{| class="wikitable"
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>  
 
|<big>'''<font size="5">1</font>'''</big>  
 
| Click '''Work Request''' to go to Work Request window.
 
| Click '''Work Request''' to go to Work Request window.
 
[[File:MenuWorkRequests.png|80x80px]]<br>
 
[[File:MenuWorkRequests.png|80x80px]]<br>
|-
+
|- style="vertical-align:top;"
 +
 
 
|<big>'''<font size="5">2</font>'''</big>  
 
|<big>'''<font size="5">2</font>'''</big>  
 
|Click the '''Call Center''' icon to open call center window.
 
|Click the '''Call Center''' icon to open call center window.
 
[[File:CallCenter.png|48x48px]]
 
[[File:CallCenter.png|48x48px]]
  
|-
+
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>  
 
|<big>'''<font size="5">3</font>'''</big>  
|'''New Work Request:''' To create a new work request, click on the Work Request bar.
+
|'''New Work Request:''' To create a new work request, click on the Work Request bar. The '''work Request''' window will open with required fields in Red.
 
[[File:CallCenterHome.png|left|thumb|1000x1000px]]
 
[[File:CallCenterHome.png|left|thumb|1000x1000px]]
|-
+
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>  
 
|<big>'''<font size="5">4</font>'''</big>  
|
+
|Select a Campus, Service Type, Problem, and Request Date. Enter other fields as desired.
|-
+
[[File:CallCenterHome.png|left|thumb|1000x1000px]]
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">5</font>'''</big>  
 
|<big>'''<font size="5">5</font>'''</big>  
|
+
|Press the '''Save''' icon.
|-
+
|- style="vertical-align:top;"
 
|<big>'''<font size="5">6</font>'''</big>  
 
|<big>'''<font size="5">6</font>'''</big>  
 
|
 
|
Line 28: Line 31:
 
== Using Call Center to Search Requests ==
 
== Using Call Center to Search Requests ==
 
{| class="wikitable"
 
{| class="wikitable"
 +
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">1</font>'''</big>  
 
|<big>'''<font size="5">1</font>'''</big>  
 
| Click '''Work Request''' to go to Work Request window.
 
| Click '''Work Request''' to go to Work Request window.
 
[[File:MenuWorkRequests.png|80x80px]]<br>
 
[[File:MenuWorkRequests.png|80x80px]]<br>
|-
+
 
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">2</font>'''</big>  
 
|<big>'''<font size="5">2</font>'''</big>  
 
|Click '''Call Center''' icon to open call center window.
 
|Click '''Call Center''' icon to open call center window.
Line 41: Line 47:
 
* Room Number
 
* Room Number
 
* Building
 
* Building
|-
+
 
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">3</font>'''</big>  
 
|<big>'''<font size="5">3</font>'''</big>  
 
|'''Work Request Search:''' To search for a specific work request, type a Work Request number into the search field .
 
|'''Work Request Search:''' To search for a specific work request, type a Work Request number into the search field .
 
[[File:CallCenterHome.png|left|thumb|1000x1000px]]
 
[[File:CallCenterHome.png|left|thumb|1000x1000px]]
|-
+
 
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">4</font>'''</big>  
 
|<big>'''<font size="5">4</font>'''</big>  
 
|If the request if found, the result will be shown in the Search Results area.
 
|If the request if found, the result will be shown in the Search Results area.
 
Results show the '''Space Description, Request Time, Cleaning Status''' and '''Description.'''
 
Results show the '''Space Description, Request Time, Cleaning Status''' and '''Description.'''
 
[[File:WorkRequest-CallCenterSearch.png|left|thumb|1000x1000px]]
 
[[File:WorkRequest-CallCenterSearch.png|left|thumb|1000x1000px]]
|-
+
 
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">5</font>'''</big>  
 
|<big>'''<font size="5">5</font>'''</big>  
 
|'''Bed Cleaning Request Search:''' To search for a bed cleaning request, enter a room number, or the name of the person.
 
|'''Bed Cleaning Request Search:''' To search for a bed cleaning request, enter a room number, or the name of the person.
 
Results show the '''Space Description, Request Time, Cleaning Status''' and '''Last Changed.'''[[File:CallCenterBedCleaningSearch.png|left|thumb|999x999px]]
 
Results show the '''Space Description, Request Time, Cleaning Status''' and '''Last Changed.'''[[File:CallCenterBedCleaningSearch.png|left|thumb|999x999px]]
|-
+
 
 +
|- style="vertical-align:top;"
 
|<big>'''<font size="5">6</font>'''</big>  
 
|<big>'''<font size="5">6</font>'''</big>  
 
|'''Transport Request Search:''' To search for a Transport Request, enter a '''Patient Name''' into the search field.
 
|'''Transport Request Search:''' To search for a Transport Request, enter a '''Patient Name''' into the search field.

Revision as of 12:04, 14 April 2016

Use the call center page to quickly create new requests, or search for an open Work Request, Bed Cleaning or Transport.

Using Call Center to Create New Requests

1 Click Work Request to go to Work Request window.

MenuWorkRequests.png

2 Click the Call Center icon to open call center window.

CallCenter.png

3 New Work Request: To create a new work request, click on the Work Request bar. The work Request window will open with required fields in Red.
CallCenterHome.png
4 Select a Campus, Service Type, Problem, and Request Date. Enter other fields as desired.
CallCenterHome.png
5 Press the Save icon.
6

Using Call Center to Search Requests

1 Click Work Request to go to Work Request window.

MenuWorkRequests.png

2 Click Call Center icon to open call center window.

CallCenter.png

Searches can be made for any known bit of information that is attached to a request, such as

  • Work Request Number
  • Patient Name
  • Room Number
  • Building
3 Work Request Search: To search for a specific work request, type a Work Request number into the search field .
CallCenterHome.png
4 If the request if found, the result will be shown in the Search Results area.

Results show the Space Description, Request Time, Cleaning Status and Description.

WorkRequest-CallCenterSearch.png
5 Bed Cleaning Request Search: To search for a bed cleaning request, enter a room number, or the name of the person. Results show the Space Description, Request Time, Cleaning Status and Last Changed.
CallCenterBedCleaningSearch.png
6 Transport Request Search: To search for a Transport Request, enter a Patient Name into the search field. Results show the Patient Name, Time, Status, Status Time and Transporter.
CallCenterTransportRequestSearch.png