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Using the Intake System

Waiting List

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#1 Mon

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Posted 13 July 2013 - 12:28 PM

The intake system is a powerful tool that can be used to control the flow of students signing into your center.  Let’s say you have only a handful of staff/tutors and a busy center/office full of students wanting to see those staff/tutors.  Intake System is the solution you have that will allow you to pair the next student in line with the first available tutor/staff member.  It’s easy to setup and manage!  .

  1. To enable the Intake System and manage the students in the queue click on the Intake System under Center Attendance on the leftside navigation panel.
    IntakeSystem01.png
  2. Once you get there, you will notice a list of all your Centers.  Each of the Centers that have the Intake System already enabled will be filled in with a hue from red to green color.  The intensity of the red or green indicates how busy the center's Intake System is based on the range of bright red being very long waiting times and bright green being short wait times.  To enable the Intake System on a center that has no color simply click on it from this screen.
    IntakeSystem02.png
  3. Once the Intake System is enabled and you click on it, you will access the Intake System dashboard.  From here you will be able to:
    • Sign-in Students:  Pair the student and the tutor by clicking on each and then clicking the Sign-in Student button.
    • Remove a Student from the Line:  Click the Remove from Line button to remove a student from the queue that may have left or no longer need assistance.
    • Change Waiting Line: This option allows you to change to another Center's Intake System.
    • Disable Waiting Line: This option allows you to disable this Center from using the Intake System.
IntakeSystem03a.png

To view larger sample image click somewhere on the image above.

 

 


Mon Nasser
AccuTrack Manager
mon@accutrack.org
(888)249-7227
http://www.accutrack.org




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