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Using the Intake System

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#1 Mon



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Posted 13 July 2013 - 08:26 AM

The intake system is a powerful tool that can be used in either AccuTrack/AccuSQL.  The purpose of the intake system is 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!  Below is an explanation on how to do this in AccuTrack/AccuSQL.


AccuTrack/AccuSQL Setup & Management

  1. To enable the Intake System from the System Administration screen go to Setup and the Options Section in the tree.

    (Click screenshot above for larger image)
  2. Once there, click the Sign-in Screen section on the leftside navigation.
  3. On this menu place a check into the checkbox labeled "Turn Intake System on."  Then click the Save button.
    (Click screenshot above for larger image)
  4. Then click on the Intake System button to manage the queue.

    (Click screenshot above for larger image)
  5. 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:
    1. Refresh the Intake System Queue:  Just in case you are allowing tutors to sign-in students or using multiple PCs to manage the Intake System this refreshes the screen.
    2. Sign-in Students:  Pair the student and the tutor by clicking on each and then clicking the Sign-in Student button.
    3. 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.
    4. Close Form: This option allows you to exit the Intake System dashboard.

(Click screenshot above for larger image) Additionally, If enabled in the Setup>Options you can also access the screen above from the Sign-in screen.

Mon Nasser
AccuTrack Manager

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