June 20, 2010 1Call webinar on Scheduling

If you have questions, you may ask on If you have questions, you may ask on the call or type them in to the the call or type them in to the GotoMeeting Chat area at any time. GotoMeeting Chat area at any time. We will try to address your questions We will try to address your questions as we go.as we go.

IS Directory is the foundation of Contact IS Directory is the foundation of Contact Based Architecture.Based Architecture.

INTELLIGENT SERIESINTELLIGENT SERIES

IS On CallIS On CallIS Web On CallIS Web On CallIS Appointment SchedulingIS Appointment SchedulingOn Team SchedulingOn Team Scheduling

•IS Directory On-Call SchedulingIS Directory On-Call Scheduling•Data Stored in SQL ServerData Stored in SQL Server•Contact Info for each personContact Info for each person•Enter Contact info.onceEnter Contact info.once•New featuresNew features

INTELLIGENT SERIESINTELLIGENT SERIESIS Contact On CallIS Contact On Call

Enter all information about employees in their Enter all information about employees in their listing, include contact info and status.listing, include contact info and status.

The General Settings tab on the Subject page contains The General Settings tab on the Subject page contains options that determine how the directory can be used.options that determine how the directory can be used.

INTELLIGENT SERIESINTELLIGENT SERIESShow Now/Show AllTo display just the shifts for the current time, click the Show Now hyperlink in the On Call Toolbar.Shifts for the current date and time are displayed

INTELLIGENT SERIESINTELLIGENT SERIESThe Day View displays a chart of all of the OnCall shifts for the selected day. The hours of the day are listed on the left side of the Day tab. The duration of each shift is displayed on the chart graphically as a bar for each shift

INTELLIGENT SERIESINTELLIGENT SERIESEach day of the week is displayed with the number of shifts that have been assigned and the number of shifts that are unassigned for that day

IS Directory On-Call eliminates duplicate data IS Directory On-Call eliminates duplicate data entry and adds more structure to your entry and adds more structure to your

schedules.schedules.

Define shifts and specify Define shifts and specify required coverage using required coverage using

Roles. Any listings enabled Roles. Any listings enabled for the Role are eligible to for the Role are eligible to

cover the shift.cover the shift.

IS WEB On CallIS WEB On Call..INTELLIGENT SERIESINTELLIGENT SERIES

IS Web On-Call Scheduling

Design scripts for IS Web on-call paging or client information updates.Design scripts for IS Web on-call paging or client information updates.

New v5.6 On-Call Coverage Checker that alerts New v5.6 On-Call Coverage Checker that alerts schedule administrators about unassigned shifts schedule administrators about unassigned shifts

and reminds people about their assigned and reminds people about their assigned coverage.coverage.

On-call administrators receive automated emails On-call administrators receive automated emails with information about the unassigned shifts with information about the unassigned shifts and a link to go to the schedule to update it.and a link to go to the schedule to update it.

INTELLIGENT SERIESINTELLIGENT SERIESSync on-call and appointment calendars with Sync on-call and appointment calendars with

Outlook calendars.Outlook calendars.

INTELLIGENT SERIESINTELLIGENT SERIESAppointment SchedulingAppointment Scheduling•Create appointments via Telephone Agent

•Web enable appointment scheduling

•Integrate with IS Scripting

Link your scripts with appointment schedules, Link your scripts with appointment schedules, pass script info into the schedule.pass script info into the schedule.

Launch the selected schedule and book your Launch the selected schedule and book your appointment. appointment.

INTELLIGENT SERIESINTELLIGENT SERIESAppointment SchedulingAppointment Scheduling

Search for booked appointments by contact to Search for booked appointments by contact to allow rescheduling or cancelling. allow rescheduling or cancelling.

Copy booked, rescheduled, and cancelled Copy booked, rescheduled, and cancelled appointment data back into the message.appointment data back into the message.

INTELLIGENT SERIESINTELLIGENT SERIESOn Team SchedulingOn Team Scheduling

•Automate scheduling process

•Create rules and shifts once

•Keeps track of shifts each person has worked

INTELLIGENT SERIESINTELLIGENT SERIESOn Team SchedulingOn Team Scheduling

June 20, 2010 1Call webinar on Scheduling

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