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rrsigninandoutprocess
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rrsigninandoutprocess [2021/06/29 16:10] dominich |
rrsigninandoutprocess [2021/06/29 16:14] (current) dominich |
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| ====Logging in via a different ECM==== | ====Logging in via a different ECM==== | ||
| If you are using an alternate call monitoring system to log the actual time against calls, but still use Task Management. The steps below will need to be followed | If you are using an alternate call monitoring system to log the actual time against calls, but still use Task Management. The steps below will need to be followed | ||
| - | 1. Log into RoadRunner | + | - Log into RoadRunner |
| - | 2. Press Rota from the main menu | + | - Press Rota from the main menu |
| - | 3. Touch the call you would like to sign into | + | - Touch the call you would like to sign into |
| - | 4. In the call details screen, press and hold the blue no entry button | + | - In the call details screen, press and hold the blue no entry button |
| - | 5. A prompt will appear asking if you wish to sign in for Task Management purposes | + | - A prompt will appear asking if you wish to sign in for Task Management purposes |
| - | 6. Press OK to sign into the call | + | - Press OK to sign into the call |
| - | 7. Complete all Tasks and add a call note | + | - Complete all Tasks and add a call note |
| - | 8. Open the call you signed into, then press and hold the blue no entry sign again to sign out of the call | + | - Open the call you signed into, then press and hold the blue no entry sign again to sign out of the call |
| - | 9. Press OK to confirm you wish to sign out | + | - Press OK to confirm you wish to sign out |
| ====Logging In/Out Manually==== | ====Logging In/Out Manually==== | ||
| There might be times when the carer will visit a client and forget to sign in/out of their call. RoadRunner can handle situations like this by allowing the carer to sign in/out manually. | There might be times when the carer will visit a client and forget to sign in/out of their call. RoadRunner can handle situations like this by allowing the carer to sign in/out manually. | ||
| - | This option can be turned on/off within the Company Options in the Transaction Portal. For more information on the Transaction Portal see page 57 | + | This option can be turned on/off within the Company Options in the Transaction Portal. |
| 1. Open the rota | 1. Open the rota | ||
| + | |||
| 2. Press the call to log in/out of | 2. Press the call to log in/out of | ||
| + | |||
| 3. Press the Options button | 3. Press the Options button | ||
| + | |||
| 4. Press Sign In/Out Manually | 4. Press Sign In/Out Manually | ||
rrsigninandoutprocess.1624975854.txt.gz · Last modified: 2021/06/29 16:10 by dominich
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