Service & Quality are Everything

Staff & Resource Management

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Staff and resources are the tutors, consultants, advisors, etc. and also workshops, rooms, computers and other equipment, desks, etc. you would like to list with availability on the schedule.

Most centers want all their staff members to be basic administrators, so you will likely have staff members who are listed on the schedule and who are basic administrators. You can add administrators--on the schedule or not--using the link to Administrative Access Management.


Chapter Sections

SECTION 1: Staff & Resource Management View, Adding a New Staff or Resource

SECTION 2: Duplicate Staff or Resources

SECTION 3: Administrative Access Management

SECTION 4: Options for Each Staff or Resource in the List

SECTION 5: ADD A NEW STAFF OR RESOURCE OR EDIT AN EXISTING ONE

SECTION 6: Staff or Resource Name

SECTION 7: Availability

SECTION 8: Available Dates (for this Staff or Resource)

SECTION 9: Schedule (Where this Staff or Resource is Listed)

SECTION 10: Minimum and Maximum Allowable Appointment Length

SECTION 11: Resource Bio or Related Information

SECTION 12: Location

SECTION 13: Focuses

SECTION 14: STAFF & RESOURCE OPTIONS

SECTION 15: Number of Appointments per Time Slot

SECTION 16: In-Person & Online Availability

SECTION 17: Limit the Number of Total Daily Appointments

SECTION 18: Limit the Number of Total Weekly Appointments

SECTION 19: EMAIL-BASED OPTIONS

SECTION 20: Email Address

SECTION 21: Send Appointment Confirmation Messages

SECTION 22: Display Email Address

SECTION 23: Limit Editing of Client Report Forms

SECTION 24: Make Resource a Basic Administrator

SECTION 25: What to Check if a Basic Administrator Cannot Use Options

SECTION 26: How to Hide or Archive Staff or Resources

SECTION 27: Walk-In-Only, Online-Only, and Other Specific Hours

SECTION 28: Extra Appointments and Floating Tutors

SECTION 29: Check Before Deleting

WCONLINE Product Manual

The product manual is available completely online. To browse the manual, choose a chapter from list below or use the search tool to quickly search the entire manual.


CH 1: This Manual

CH 2: My Center Opens Today

CH 3: WCONLINE Login Page

CH 4: Text-Only & Mobile

CH 5: Schedule View, Navigation and Options

CH 6: Appointments

CH 7: Client Report Forms

CH 8: Administrators and Non-Administrators

CH 9: Blackout Times Management

CH 10: Blackout Times Examples

CH 11: Synchronous Online Meetings

CH 12: SSO and LDAP/S

CH 13: Card Reader Support

CH 14: Update Profile & Email Options

CH 15: Client & Record Management

CH 16: Schedule Management

CH 17: Staff & Resource Management

CH 18: Starting Availability Management

CH 19: Announcement Management

CH 20: Mass Email Tool

CH 21: System Statistics

CH 22: System Data Export

CH 23: Master Listings Report

CH 24: System Utilization

CH 25: Global System Settings

CH 26: Form Setup (Four Forms)

CH 27: Module Setup: Early Alerts/Flags

CH 28: Module Setup: Time Clock

CH 29: Module Setup: Survey

CH 30: Tips and Questions

CH 31: Support

CH 32: Terms of Service and Other Company Information

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