Difference between revisions of "Call Center"
From MyFacilityFitPro_Wiki
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| Click '''Work Request''' to go to Work Request window. | | Click '''Work Request''' to go to Work Request window. | ||
[[File:MenuWorkRequests.png|80x80px]] | [[File:MenuWorkRequests.png|80x80px]] | ||
| − | |||
| + | |- 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. | ||
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|'''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. | ||
[[File:CallCenterHome-NewWorkRequest.png|1000x1000px]] | [[File:CallCenterHome-NewWorkRequest.png|1000x1000px]] | ||
| − | |||
The '''Work Request''' window will open with required fields in Red. | The '''Work Request''' window will open with required fields in Red. | ||
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|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
|<big>'''<font size="5">4</font>'''</big> | |<big>'''<font size="5">4</font>'''</big> | ||
|Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. Press the '''Save''' icon when done.[[File:CallCenter-NewWorkRequest.png|left|756x756px]] | |Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. Press the '''Save''' icon when done.[[File:CallCenter-NewWorkRequest.png|left|756x756px]] | ||
| + | |||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
|<big>'''<font size="5">5</font>'''</big> | |<big>'''<font size="5">5</font>'''</big> | ||
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| Click '''Work Request''' to go to Work Request window. | | Click '''Work Request''' to go to Work Request window. | ||
[[File:MenuWorkRequests.png|80x80px]] | [[File:MenuWorkRequests.png|80x80px]] | ||
| − | |||
| + | |- 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. | ||
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The '''Work Request''' window will open with required fields in Red. | The '''Work Request''' window will open with required fields in Red. | ||
| + | |||
|- style="vertical-align:top;" | |- style="vertical-align:top;" | ||
|<big>'''<font size="5">4</font>'''</big> | |<big>'''<font size="5">4</font>'''</big> | ||
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|Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. | |Select a '''Service Type, Problem, Request Date''' and '''Building'''. Enter other fields as desired. | ||
[[File:TransportRequestWindowwithDropdowns.png|961x961px]] | [[File:TransportRequestWindowwithDropdowns.png|961x961px]] | ||
| − | |- | + | |- style="vertical-align:top;" |
|<big>'''<font size="5">5</font>'''</big> | |<big>'''<font size="5">5</font>'''</big> | ||
|Depending on the Transport Type selected, different Fields will appear. Some fields will be required. | |Depending on the Transport Type selected, different Fields will appear. Some fields will be required. | ||
Revision as of 13:22, 14 April 2016
Use the call center page to quickly create new requests, or search for an open Work Request, Bed Cleaning or Transport.
Contents
Using Call Center to Create New Work Requests
| 1 | Click Work Request to go to Work Request window.
|
| 2 | Click the Call Center icon to open call center window.
|
| 3 | New Work Request: To create a new work request, click on the Work Request bar.
|
| 4 | Select a Service Type, Problem, Request Date and Building. Enter other fields as desired. Press the Save icon when done. |
| 5 | The Work Request confirmation popup will appear. |
Using Call Center to Create New Bed Cleaning Requests
| 1 | Click Work Request to go to Work Request window.
|
| 2 | Click the Call Center icon to open call center window.
|
| 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. |
| 4 | Select a Campus, Location (number) and Priority. Enter other fields as desired. Press the Save icon when done.
|
| 5 | The Work Request confirmation popup will appear. |
Using Call Center to Create New Transport Requests
| 1 | Click Work Request to go to Work Request window.
|
| 2 | Click the Call Center icon to open call center window.
|
| 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. |
| 4 | Select a Service Type, Problem, Request Date and Building. Enter other fields as desired.
|
| 5 | Depending on the Transport Type selected, different Fields will appear. Some fields will be required.
Example: If Discharge is selected for transport type, new required fields include
|
| 6 | Press the Save icon when done.
|
Using Call Center to Search Requests
| 1 | Click Work Request to go to Work Request window.
|
| 2 | Click Call Center icon to open call center window.
Searches can be made for any known bit of information that is attached to a request, such as
|
| 3 | Work Request Search: To search for a specific work request, type a Work Request number into the search field . |
| 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. |
| 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. |
| 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. |
