Service & Quality are Everything

RETURN TO MAIN MENU | PRINT

Staff and Resource Management

[ SCROLL TO SECTIONS IN CHAPTER ]

Staff and Resource Management OverviewStaff and Resource Management allows you to add new staff and resources to your schedule, view details about your existing staff and resources, and configure a wide variety of resource-specific settings and restrictions.  Within WCONLINE, the people and things that clients make appointments with are called "staff and resources" (as WCONLINE can be used to schedule everything from staff, to lab stations, to center resources). Staff and resources are tied to specific schedules, so staff who return from semester-to-semester or staff that appear on multiple schedules must have one entry in this control panel per schedule on which they appear. 

As with all control panels, be sure to hover over the blue question marks within the control panel in order to find suggestions and more information about each configuration option. If you still have questions about a feature after having done so, find more information on that feature by going to the section in this chapter where that feature is located (as available at the bottom of this page). Typically, a center administrator will work through the options in this control panel when adding new staff to the system or when initially creating a new schedule for a new scheduling period.  

The Staff and Resource Management control panel is available under the "Schedule & Staff Management" section of the Welcome menu, and is typically available to full administrators only.  The control panel opens with an overview of current staff and resources.  It also provides tools for adding and editing resources, duplicating resources, and managing administrative access to the system.  Select a section title in order to go to the manual entry for the options in that area.

  • STAFF AND RESOURCE OVERVIEWThis section describes the options within the overview page--the first page that is displayed when you open Staff and Resource Management.  The overview page provides access to all of the tools within the control panel and also displays specific information about each current staff and resource.
  • ADD OR EDIT: INTRODUCTORY SETTINGSThese are the settings that appear at the top of the form when editing or adding a staff or resource.  They control the name, availability, appointment length, and other general settings of each resource.
  • ADD OR EDIT: STAFF & RESOURCE OPTIONS: Appearing directly below Introductory Settings when editing or adding a staff or resource, these settings control things like the appointment modality, group and walk-in appointment availability, and limits on the number of appointments allowed with each specific resource.
  • ADD OR EDIT: EMAIL-BASED OPTIONSAppearing at the bottom of the form used to edit and add a resource, these settings control actions tied to a staff or resource's email address.  These include appointment notifications, administrative access, and limits on the editing of client report forms.
  • DUPLICATE STAFF & RESOURCESAppearing as a link at the top of the Staff and Resource Overview, this tool lets you duplicate returning staff and resources from an older schedule to a new schedule.
  • ADMINISTRATIVE ACCESS MANAGEMENTAppearing as a link at the top of the Staff and Resource Overview, this tool lets you manage basic and full administrative access to your WCONLINE system.

Staff and Resource Management

SECTION 1: Staff and Resource Overview

SECTION 2: Add or Edit: Introductory Settings

SECTION 3: Add or Edit: Staff & Resource Options

SECTION 4: Add or Edit: Email-Based Options

SECTION 5: Duplicate Staff & Resources

SECTION 6: Administrative Access Management

SECTION 7: FAQ (Administrative Access, Notifications, and More)

WCONLINE Product Manual

The product manual is available completely online. Choose a chapter from the list below or use the search tool to perform a keyword search.

CH 1: Welcome

GENERAL INFORMATION

CH 2: Data Collection & Forms

CH 3: Access, Access Levels, and the Schedule

CH 4: Synchronous Online Meetings

WELCOME MENU/CONTROL PANELS

CH 5: Update Profile & Email Options

CH 6: Client & Record Management

CH 7: Schedule Management

CH 8: Staff and Resource Management

CH 9: Starting Availability Management

CH 10: Blackout Times Management

CH 11: Announcement Management

CH 12: Mass Email Tool

CH 13: System Data Export

CH 14: Report: System Statistics

CH 15: Report: Master Listings

CH 16: Report: System Utilization

CH 17: Global System Settings

CH 18: Form Setup: System Forms

CH 19: Module Setup: Early Alerts & Flags

CH 20: Module Setup: Survey

CH 21: Module Setup: Time Clock

FAQs

CH 22: Frequently Asked Questions

This manual applies to the current version of WCONLINE® and is constantly updated as new features are released.