Each Provider has a unique ID and password to use Call Scheduler. They can view reports, assignment schedules and days off. They can also create and submit requests for schedule swaps or days off. They can review all of their Pending, Approved and Declined Requests. As soon as the Scheduler approves their swap or vacation requests, the appropriate changes are made to the schedule and the requesting Provider is notified of the approval if his/her email is in the Provider Properties. Also, the correct new schedule is immediately available online.

The Provider Request Area is accessed by clicking on the last icon on the right site of the navigation bar (it looks like a person's head).  You can submit a vacation or day off request for a single day or a range of days.  You can request to work a specific shift or request to swap a shift with another employee.  Please consult your manager on the specifics of your scheduling rules.

To make a request:

1. Click on Provider Requests, then on "Submit Request" located on the right side of the red bar labeled "Requests"
2. 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.
3. In the "Build a Request" window, Select the appropriate type of request from the selection box at the upper left. The screen will refresh to ask for addtional information depending on the type of request being made.
4. 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)
5. 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.
6. Enter any comments for the scheduler as needed. This information will go to the scheduler along with the request.
7. Click "Next" when finished. The request will be submitted to the scheduler.
8. 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.
   

|  Introduction  |       |  FAQ  |