User Settings Template

Description

We recently built a feature called "User settings templates". It allows a user to have certain configuration applied to their user when they take on an assignable role. Typically, this is for nurses or other shift users when they start their shift and take an assignable role. The configuration remains in place until the user takes on another assignable role with a user settings template that overrides it, or the user or an administrator changes their settings.

How does an end user have the setting applied?
They take an assignable role as a part of login, or via the three-line menu on the top left and choosing an assignable role.

Assume_Role.PNG

How can an administrator configure this?
1. The administrator will need to have the appropriate permissions added to their user via a permission group. To do this, an administrator will need to verify that the user is a member of the “Account Admin” group and the “User Settings Templates and Assignable Roles” role.

Group_-_Account_Admins.PNGUser_Settings.PNG

How does an administrator configure this configure this setting?
Once the administrator has the above permissions, they can then access the Settings template list. To do this:

  1. Visit the account settings menu, select “Provisioning Rules”, which will launch a new web-pageAssignable_Roles_and_Settings_Template_from_menu.PNG
  2. Click “Settings Template” option from the left menu
  3. Click on “Create Settings Template” on the top right
  4. Name the new template
  5. Click on “Assignable Roles” from the left menu
  6. Select a current Assignable Role or create a new role by selecting “Add Role” from the top right
  7. Pull in the settings template you just created into the “Settings Template” drop-downPull_in_Settings_Template.PNG
  8. Select Save Role, if selecting a current role or Create role if creating a new role

 

Use cases to highlight how to configure:

In order to apply specific settings for the selected Settings Template, click “Settings Template” from the left menu. Then, select the template you created above.

  • Under the “Telephony” section, toggle on the “Change call fail over action” option
  • Select “Forward Call” from the first drop-down box
  • Type in the unit secretary’s desk phone number in the “Forward to number” box
  • Add the number in seconds in the “Forward Timeout (seconds)” box
    • This will determine, in how many seconds, a call should forward to the unit secretary’s desk phone, if unanswered by the original recipient

 1._Forward_calls.png

  1. User's VoIP settings can be updated (to ensure they have inbound mode VoIP and outbound calls through VoIP)
  • Inbound mode
    • Under the “Telephony” section, toggle on the “Change external incoming call mode” option
      • Select “VoIP” from the drop-down box labeled “Where to send calls from external callers.”
    • Toggle on the “Change internal incoming call mode” option
      • Select “VoIP” from the drop-down box labeled “Where to send calls from internal callers.”

 2._a.png

  • Outbound mode
    • Under the “Telephony” section, toggle on the “Change user voip enabled” option
      • Check “Yes” for the section labeled “Allow callbacks to be made using Voice Over IP.”

2._b.png

  • Optional: Allowing users to change VoIP settings from their mobile application
    • If you want to allow users to change their VoIP settings individually through the mobile application, you can toggle on the “Change user allow toggle voip” option
    • Check “Yes” for the section labeled “Allow users to change their VoIP settings on the mobile application.”

 2._c.png

 

  1. User's Shift User status can be updated (So they auto logout correctly)
  • Under the “General” section, toggle on the “Change auto logout time” option
    • Select the timeframe from the drop-down box for the time the user should be auto logged out of the session, if they do not manually log out or end their shift
      • Best practice is to select the 12 hours option
    • Toggle on the “Change session type” option
      • Select “Shift” from the box labeled “How to handle a user’s configuration based on the application use case. (Eg. Cleanup on end shift sign out)”

3._Shift.png

  1. Alerting policies and tones can be updated (If they have custom needs for a particular unit)
  • Under the “Alerting and Escalation” section, toggle on the Change alerting policy for the priority you want to update. (Eg. High, Normal or Low).
    • Select the alerting policy from the drop-down
    • Repeat for each priority you want to update
  • Toggle on the Change alert ringtone for the priority you want to update (Eg. High, Normal or Low).
    • Select the ringtone from the drop-down
    • Repeat for each priority you want to update

4._Alerting.png

 

  1. User escalation policies can be updated (So their messages can escalate to the HUC or Charge nurse for that unit if unread)
  • Under the “Alerting & Escalation” section, toggle on the “Change escalation policy” option
    • Select the escalation policy from the drop-down


5._Escalation.png

 

  1. Outbound caller ID can be updated (If you want nurses to call out from the unit secretaries phone number instead)
  • Under the “Telephony” section, toggle on the “Change caller ID” option
    • Select the number you want displayed on the outbound caller ID from the drop-down box labeled “Caller ID to use when placing callbacks from the App.”

 6._Caller_ID.png

 

  1. Save changes
  • Click on “Save changes” at the bottom of the page7._Save.png
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