How to edit an SAS Flex Advanced Warm Transfer On-Call Schedule
There may be times when you need to make an on-call change to an existing Warm Transfer schedule. This can be accomplished in just a few simple steps.
In this article we'll discuss:
Editing your Standard Warm Transfer Schedule
In a Standard schedule, the same person or group of people is on-call for the full 24-hour period from the Start time to the Stop time.
1
Under the
Rotations section of your on-call setup, select the highlighted date range you'd like to edit. In this example, we'll replace Pepa with Dolores. So, we'll select Pepa's rotation.
2
Click the
Gear icon on the pop-up window to view and edit the calendar settings.
If you wish to copy a rotation, click the
Clone icon next to the Gear icon.
3
On the next page, select the date range you wish to edit. Remember, whatever you change will affect the entire date range you've selected.
For instructions on how to use the Recurring schedule option, check out
this article.
4
Next, select a label color, then choose either Standard or Custom. In this tutorial we'll choose a
Standard rotation, but for more information on Standard vs. Custom rotations, check out
this article.
5
Finally, choose which staff member(s) you'd like us to warm transfer to.
6
When you are finished, click
Save. You will then be taken back to your calendar where you'll see your newly updated schedule.
Editing your Custom Warm Transfer Schedule
In a Custom schedule, there are different people on-call during separate blocks of time within the 24-hour period. In our example, we have Dolores on-call from 6am to 12pm, then Isabel on-call from 12pm to 6pm, and then Luisa on-call from 6pm to 6am the next morning.
1
Under the
Rotations section of your on-call setup, select the highlighted date range you'd like to edit. In this example, we want to remove Dolores' shift and replace her with Pepa.
2
Click the
Gear icon on the pop-up window to view and edit the calendar settings. From this window you can also see an overview of the shifts currently scheduled.
3
On the next page, select the date range you wish to edit. Remember, whatever you change will affect the entire date range you've selected.
For instructions on how to use the Recurring schedule option, check out
this article.
4
Next, select a label color, then choose either Standard or Custom. In this tutorial we'll choose a
Custom rotation.
On the right-hand side of your screen, you'll see the current schedule, broken down into shifts. Depending on the type of update you want to make, you can add or remove shifts or update the people we are warm transferring to. If you are adding or removing shifts, just remember that the overall time frame has to equal 24 hours based on your Start/Stop time. So, if your Start time is 6am, your first shift has to start at 6am and your last shift has to end at 6am (the following day). You can have as many different shifts as you want in between those two times.
5
In our example, we will be updating our first shift by replacing Dolores with Pepa. So, we'll choose Pepa's name from the drop down where Dolores is currently listed.
6
When you are finished, click
Save. You will then be taken back to your calendar where you'll see your newly updated schedule.
Using the Override Feature
The Override feature is used to over-write your current Rotation for last-minute or temporary on-call changes. Adding Override dates helps you see clearly which dates have been adjusted.
1
Select or click and drag to highlight the calendar block(s) that need a temporary update. In this case, we'll be overriding the instructions for Luisa's rotation on the 6th.
2
On the next page, confirm that your
Select Dates tool is displaying the correct date or date range.
3
Next, select a label color, then choose either Standard or Custom. In this tutorial we'll choose a
Standard rotation, but for more information on Standard vs. Custom rotations, check out
this article.
4
Finally, select the staff member(s) you'd like to add to the override rotation. In our example, we want to replace Luisa with Pepa, so we'll choose Pepa's Profile from the drop down.
5
When you are finished, click
Save. You will then be taken back to your calendar where you'll see your Rotations, Overrides and Final schedules.
Once you've successfully updated your on-call schedule, you can test it by calling your forwarding number directly and having the agent go through the script to trigger the warm transfer.
