This QuickSolvePlus “QSP” Web Chat is part 3 in the U-Series which highlights the following features in QSP’s Applications Settings:

  • Expiration Dates/Scheduling Conditions
  • SLS Overtime Settings
  • Staff Scheduling Preferences
  • QuickSolve Clock Preferences
  • Staff Expense Preferences
  • Client Profile Preferences


Expiration Dates/Scheduling Conditions

Restrict Scheduling to one staff per client, restrict scheduling over time off requests, show client training shifts on the calendar, restrict or warn users when scheduling more than a certain number of hours per shift, and how to utilize un-paid meal breaks.

SLS Overtime Settings

Enabling overtime settings if they apply to your operations.

Staff Scheduling Preferences

Limit what service types display from the Worker scheduling view.

QuickSolve Clock Preferences

Enable the proper service types (SLS, IHSS, ILS, Parenting Support) to be included in the QSP Clock app.

Staff Expense Preferences

Turn on the holidays and the extra rate of pay that apply to your regional center agency.

Client Profile Preferences

Set default day time and night time hours for new clients, and turn off or on agency phone numbers from displaying on a client face sheet.

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.

Because every agency has distinctions with specific language associated with their operations, QSP makes it easy to tailor words to fit what you do. This tutorial takes you through the Option List Maintenance within the Utilities module and specifically to change Employee Position titles. It’s important to note that throughout QSP you will notice next to numerous drop-down menu fields there are little yellow squares. By clicking into those, you can quickly add an additional option to that drop-down menu. This is sometimes a quicker way to add and delete options within the Option List Maintenance.