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
- 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)
- Once there, click the Sign-in Screen section on the leftside navigation.
- 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) - Then click on the Intake System button to manage the queue.
(Click screenshot above for larger image) - 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:
- 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.
- 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.
- 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.