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Utilities Series | HR and Client Notifications, Document Storage and MORE!

This QuickSolvePlus “QSP” Web Chat is part 2 in the U-Series which highlights the following features:

  • Human Resource Email Notifications
  • Client Email Notifications
  • Document Library
  • Document Tree

HR Notifications

Agency’s of Regional Centers have an important task at hand when it comes to reminding their employees to get certain requirements and training’s completed, especially when they are about to expire! With QSP’s automatic email notifications, you can set up an alert to remind you, and your staff about an upcoming expiration! Even setup multiple reminders with varying time intervals.

Client Notifications

Don’t let an ISP or POS expire unknowingly ever again. Use QSP’s automatic notifications to alert you and your team of the upcoming expiration. This tutorial details how these are setup, and can even include multiple alerts at any frequency you choose (ie 60, 30, 15… days before). The important thing to remember is that for each person you want to be alerted of these notifications, they must be added as a contact the appropriate client contact list. Just like HR notifications, these email notifications can be maintained within Utilities.

Document Tree and Library

In QSP, this is how you can store documents electronically. You can customize your folder system, and individualize access.

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QSP Tutorials: Client Email Notification Setup

Don’t let an ISP or POS expire unknowingly ever again. Use QSP’s automatic notifications to alert you and your team of the upcoming expiration. This tutorial details how these are setup, and can even include multiple alerts at any frequency you choose (ie 60, 30, 15… days before). The important thing to remember is that for each person you want to be alerted of these notifications, they must be added as a contact the appropriate client contact list. Just like HR notifications, these email notifications can be maintained within Utilities. Get alerted!

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QSP Tutorials: Level 6 & 7 Scheduling Notification Setup

There are two Security Levels, 6 and 7, that are essentially the same, but with one major difference: Schedule Change vs Schedule Request. As a level 7 user, you are able to create or edit shifts, however, those changes don’t actually occur, but rather trigger an email notification be sent of the appropriate personnel of the schedule requests.  These requests, therefore, must still be manually entered by someone. Level 6 users, on the other hand, can create or edit shifts and have those changes appear instantly.  An email notification is still sent to the appropriate personnel, but the content of the email is more of an FYI to the recipient that an actual change has been made, not a request for a change to be entered. This tutorial shows how to set up these email notifications, which can also be set up to capture any time there is a Data Change (ie worker taff demographic info) for level 6 and 7 users as well.

 

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