Mass Messaging Configuration |
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Mass Messaging Configuration |
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Mass Messaging Configuration |
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Mass Messaging Configuration |
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To use Mass Messaging, elements of the module should be configured before using the system.
The Call Responses, Call In and Sorting Level rules need to be configured.
Access to the System Rules option is determined by your Security Access level.
You can define the call response for text and phone replies that employees will use to accept or decline shifts. ▪Select the Config menu. ▪Select the Setup menu.
▪Select Call Responses.
The following menu will appear:
For Mass Messaging, you will only need to complete the SMS section by entering a numeric value for both the Accept and Decline fields (above).
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To configure the Levels and schedule rules for Mass Messaging, navigate to the Schedule Rules menu as follows: ▪Select the Config menu. ▪Select the Setup menu.
▪Select System Rules.
The following menu will appear:
From the Schedule Rules menu, you will be required to set up any Call In rules and Sorting Levels that will be used for Mass Messaging, if applicable.
Call in Rules If you are setting up Levels to determine the call in order for Mass Messaging, you will be required to define the call in rule(s) ahead of time that will need to be selected as part of your Level requirements. To create a new rule, click Actions icon and select Add:
A new blank line will appear at the bottom of the grid. Add a Code and Description and click Save.
On the General Tab, select the general sorting criteria for this level. ▪Click on the Plus icon to add. ▪Click in the Criteria window for the drop-down list to select from. ▪Use the Up/Down arrows on the right to arrange the order.
You can select multiple levels for the general sorting order (below).
Complete any additional information if applicable. Please note that both the Timeframe and the Seniority By selections may not be required for all Sorting Criteria settings. Click on Show Current Timeframe for the period configured (bi-weekly).
On the Settings and Additional Settings tabs, configure any additional schedule rules if applicable. To enable the Booking Selection Sequence, go the General tab and select either by Hours or By Shifts in the Booking Selection Sequence option.
Sorting Levels The second Schedule Rules option is Sorting Levels:
The following menu will appear. Select the Mass Messaging from the drop-down list to configure the levels for this option.
If you wish to copy the previously defined Wizard levels to the Mass Messaging levels: ▪Select the Wizard from the drop-down list. ▪Highlight the level(s) you wish to copy. ▪Click on the Copy icon. ▪Select Mass Messaging in the Copy Levels window and then click Apply.
The new level will be added in sequence to the bottom of the Mass Messaging Sorting Levels.
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