Admin Web Console. Training Guide. SmartPager Systems Inc. (TelmedIQ) Suite 1006, 1200 Westlake Ave N, SeaDle

Transcription

1 Admin Web Console Training Guide SmartPager Systems Inc. (TelmedIQ) Suite 1006, 1200 Westlake Ave N, SeaDle Author: Tanis Wahl

2 First Login to Web Console 4 Account Settings: Configurations 5 Add Member to a default (existing) Group 5 Create a New Group 6 Create Departments 7 Escalation Policies Explained 8 Creating Escalation Policies 9 Where Escalation Policies Can Be Applied 10 User-level Escalations 10 Paging Groups Escalations 11 Event-level Escalations 11 Alerting Policies Explained 12 Stock Account Alerting Policies 12 Default Alerting Policy 12 Pager Alerting Policy 13 Urgent Alerting Policy 13 Creating Alerting Policies 13 Where Alerting Policies Can Be Applied 14 Account-level Alerting Policy 14 User-level Alerting Policy 15 Message Type Alerting Policy 15 Message Types Explained 15 Message Fields Tab 16 Message Settings Tab 16 Message Fields Explained 18 Creating a Custom Message Field 18

3 Telephony Options for the Account19 Enforce Device Settings Across the Account 20 Control Data Retention 20 3

4 First Login to Web Console You will want to bookmark the URL for your account, where the subdomain is unique to your organiza_on and assigned by Telmediq: hdps://subdomain.app.telmediq.com Username: either use your address, or firstname.lastname Password: please click on the link Forgot Your Password? A link will be ed so that you can create your own password. 4

5 Account Seengs: Configura_ons There are a few features that require configura_on. To begin, click on your name in the top-right of the browser, then click Account Seengs. Groups (with Roles of Permissions) A Group consists of one or more Roles each Role has a selec_on of permissions applied. Admin users must add people to these groups to establish levels of access. These default groups can be renamed, deleted or edited by adding/removing Roles, and by adding/removing user members. New Groups can be created here, too. Add Member to a default (exis_ng) Group Click on your name (top right of browser window) > Account Seengs > Groups > click on the default Group (example: Console Users) Scroll down to the sec_on Members, then click the link Add (far right side). Please note, the dropdown only lists the first 25 users in the account you must type in the search field to locate the remaining alphabe_zed users: 5

6 Create a New Group Click on your name (top right of browser window) > Account Seengs > Groups > click on the link Add (far right corner). Create a name for the new Group. Next, click on this new Group that you created to view it s details. 6

7 You must now follow two steps: Add Roles (sta_c bundle of permissions) to this Group by selec_ng the default Roles from dropdown list. Add Members to this Group (remember to search by name if that person is not listed in the first 25 users displayed) Departments Create Departments Click on your name (top right of browser window) > Account Seengs > Departments > click on the link Add Department (far right corner). Create a name for the new Department. 7

8 Upon saving this new Department, you will be presented the opportunity to add users to this Department: Escala_on Policies Escala_on Policies Explained These are rules that govern where a message should be delivered next, if the intended recipient fails to *READ the message within a defined period of _me. For example, if Dr. X doesn t read a message in 15 mins, then send the message on to Dr. Y. Or, if Dr. Z fails to read a message in 30 mins, then send the message on to Orthopaedic OnCall group. Here, the soqware will look to that schedule and send the message to the doctor (or doctors scheduled at that _me). 8

9 Crea_ng Escala_on Policies Click on your name (top right of browser window) > Account Seengs > Escala_on Policies > click on the link Add (far right corner). 1. Create a Name for the Escala_on. 2. Select a _meout period (in seconds, where 300s = 5mins). 3. Now click the Save budon so the Escala_on Targets line appears >> click Add row. 4. Now choose the sequence, or sequences of steps that the message will follow un_l it is *READ by any recipient. In the below example, Escala_on Policy Nights PA to MD will be ac_vated as follows: recipient fails to *read a new message in 10 mins > the message will be sent to the Orthopaedics OnCall schedule group > if nobody reads the message in 10 mins > the message will be sent to the Ortho Broadcast group. Note, you can create mul_ple steps at once. 9

10 Where Escala_on Policies Can Be Applied Escala_ons can be applied on three levels: Users, Paging Groups, and Schedule Events. User-level Escala_ons User Tab > select user s profile > escala_ons > select from dropdown > save 10

11 Paging Groups Escala_ons Paging Groups tab > Select paging group > Seengs > Escala_on Policy > select from dropdown > save Event-level Escala_ons Paging Groups tab > Select a SCHEDULE paging group > click on a selected event on the calendar > Escala_on Policy > select from dropdown > save

12 Aler_ng Policies Aler_ng Policies Explained These are rules that govern HOW a message is delivered in terms of format (Push to the app, SMS, , Call to Mobile, Call to Home), the number of adempts, and the _meperiod between adempts. Stock Account Aler_ng Policies Click on your name (top right of browser window) > Account Seengs > Aler_ng Policies Three stock Aler_ng Policies already exist in the account; these can be edited to accommodate your organiza_on s workflow. Default Aler_ng Policy This policy contains three steps: Push to the app, wait 10 mins. If not read an SMS/text is sent, waits 10 min. If unacknowledged then a Call is placed (either to Mobile or Home; whichever is specified in the User Profile). 12

13 Pager Aler_ng Policy This policy contains one step: page Urgent Aler_ng Policy This policy contains five steps: Push to the app, wait 1 min. If not read then 2nd Push to the app, wait 1 min. If not read then 3rd Push to the app, wait 1 min. If not read then an SMS/text is sent, wait 2 mins. If unacknowledged then a Call is placed (either to Mobile or Home; whichever is specified in the User Profile). NOTE: The aler_ng steps can be edited, re-ordered, deleted, or added. Crea_ng Aler_ng Policies Click on your name (top right of browser window) > Account Seengs > Aler_ng Policies > Add Aler_ng Policy 13

14 Name the Aler_ng Policy ***we recommend leaving the Disarm State at the READ status Click SAVE in order for the Add Steps budon to appear Add steps, configure, and repeat if necessary Click Save Where Aler_ng Policies Can Be Applied Aler_ng Policies can be applied on three levels: Account-wide, Users, and Message Types. Account-level Aler_ng Policy Click on your name (top right of browser window) > Account Seengs > Account Seengs The top dropdown field (Default aler_ng policy) is pre-populated with the Stock Default policy. This governs all Users and all Message Types in the Account, unless either party has specified its own. Any stock or custom policies in the dropdown can be applied here. 14

15 User-level Aler_ng Policy Users Tab > select a User > Aler_ng > select from dropdown list > save Message Type Aler_ng Policy Please see the Seeng Tab in the Message Types category below. Message Types Message Types Explained These are customizable templates that contain specific fields for desired informa_on, and adributes that determine a host of features including priority, delivery, escala_ons, aler_ng, responses, and adachments. Several stock Message Types already exist in the account; these can be edited to accommodate your organiza_on s communica_on requirements. Click on your name (top right of browser window) > Account Seengs > Message Types 15

16 Click on a stock Message Type to view the customizable features: Message Fields Tab Fields can be added, deleted, and re-ordered. Message Seengs Tab Name Aler_ng Policy Priority Icon Icon Color Allow custom subject: Allows the user to specify a message subject, otherwise it is set to the message type's name. 16

17 Ignore user status - Whether or not to respect the user device status when sending aler_ng for this message type. Apply escala_ons - When disabled, escala_ons that apply to this message type will be suppressed. Allow replies - Allows replies to threads ini_ated with this message type. Toggle allow replies - Allow the message sender to toggle allow replies. Response op_ons - Allows use of pre defined responses to this message. Requires confirm - User must Accept or Reject message. Toggle requires confirm - Allow the message sender to toggle require confirma_on. 17

18 ADachments allowed - Allows console users to adach an arbitrary amount of files to messages with this type. Suppress reply no_fica_ons - Replies to messages with this type will not generate no_fica_ons to devices. Toggle suppress reply no_fica_ons - Allow the message sender to toggle the suppression of reply no_fica_ons. Message Fields Message Fields Explained These are customizable fields used to capture desired informa_on, and can be combined to construct a customized Message Type (template). Several stock Message Fields already exist in the account; these can be edited to accommodate your organiza_on s communica_on requirements. Click on your name (top right of browser window) > Account Seengs > Message Fields Crea_ng a Custom Message Field 1. Click Add Message Field 2. Create a Name 3. Create a Label 4. Select a Type from the dropdown list 5. Click Save example: custom Message Field Imaging, we chose the Type Choice that allows us to create a custom dropdown list: 18

19 Telephony Telephony Op_ons for the Account (Dispatch Number will be set by TelmedIQ) Default Caller ID - This is the number that will be displayed when masking your cell phone number when making call backs through the app. Record callbacks Transcribe voice pages Incoming call recording warning - effects all users in the account Outgoing call recording warning - effects all users in the account 19

20 Device Seengs Enforce Device Seengs Across the Account Administrators may have an organiza_onal policy with regards to mobile users. These are the features that can be controlled: Click on your name (top right of browser window) > Account Seengs > Device Seengs VOIP enabled Restrict call blocking Call blocking Hide mobile numbers Device Archive Period Pin entry _meout Device purge period Data Reten_on Control Data Reten_on This determines the behaviour of Console user data. Click on your name (top right of browser window) > Account Seengs > Data Reten_on Auto archive enabled - Data will automa_cally move from the Archive to our Server and remain for 7 years. Auto archive age - 1 Week / 1 Month / 3 Months Require Password Reset - Never / Every month / Every 90 days 20