Provider Communication: Build a Request
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Provider Communication: Build a Request
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| Only Providers can make a Request. Only Schedulers can approve/deny a Request. Providers can see and track their own Requests, but no-one elses. Schedulers can view all Requests, and have access to the complete archive of processed Requests.
All Requests are in Pending until processed, and each is date and time stamped. Email notifications between schedulers and providers takes place only if the email addresses are entered in the Provider and Scheduler properties. The Request area still functions without email addresses being entered, but notifications are not sent. Persons must log into Call Scheduler and check the Request area to know the status of a Request.
For a Provider to make a request: Click on the "Complete Whiteboard" link. This opens a new window containing the current calender to help you make better requests. Review your choices, then minimize the window. In the "Build a Request" window, Select the appropriate Request Type from the dropdown list in the selection box at the upper left. The screen will refresh to ask for addtional information depending on the type of request being made.Feel free to type in a Comment to the scheduler in the window provided. Fill in or make selections in all other windows to further define the data of your request, then click on "Next" at the bottom. The page will refresh to "Pending", the request is sent to the Scheduler as "Pending" and the request will remain in the "Pending" file until the scheduler acts upon it. At that time the request will be automatically updated and filed under "Approved" or "Declined" as appropriate. If the Provider email address is supplied to the system, the Provider will also receive email notification of the Scheduler's action. For a "Swap Request", be sure the Provider who is logged in, making the request, is entered on the top line called "Swap". The second line labeled "With" is for the other half of the request, which may be a different Provider. Enter the second line of information. Both lines must contain information regarding jobs already filled on the current schedule. (Both ends of the see-saw must be filled) Vacation requests are easy. Simply select "Vacation" in the "Request Type" dropdown, a "Single Day" or "Range of Days" in the "Select a Length" dropdown. Enter any comments for the scheduler as needed. This information will go to the scheduler along with the request. Click "Next" when finished. The request will be submitted to the scheduler.
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