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joneskl is not online. Last active: 10/23/2018 2:13:46 PM joneskl
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Joined: 17 Jun 2013
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Adding Resources
Posted: 23 Oct 2018 02:13 PM
Hi, we are having trouble with one of our advocates adding appointment resources without approval of staff. This lead to a discussion on how it would be nice to have certain features lead or not lead into different functions. I understand there are some roles already but it would be nice to limited some things. Like I am a Director, wants access to assigning roles and passwords etc, but not access to donor management. My advocates, nice to let them have access to Client Management but they are not allowed to add appointments. I guess what I am saying it would be nice to have more or less control of roles that volunteers and staff have in office. Thank you in advance for considering this.
Karen Jones
maggiep is not online. Last active: 8/5/2020 10:09:48 AM maggiep
www.ekyros.com
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Joined: 28 Apr 2017
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Re: Adding Resources
Posted: 23 Oct 2018 02:31 PM
Hi, joneskl! Thank you for reaching out to us. You are correct we have specific roles based on the functions of your staff. It sounds, like perhaps, adding appointment resources without approval from staff, would be an internal training issue. However, we would love to discuss the different roles and functions with you to perhaps enhance your user experience in the software. We recommend you contact your account manager for further discussion and training. Thank you again for participating in the forum posts.

abuckner is not online. Last active: 8/5/2020 8:21:15 AM abuckner
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Joined: 20 Mar 2017
Total Posts: 27
 
Re: Adding Resources
Posted: 30 Nov 2018 01:07 PM
We have also have similar issues with appointments being added, deleted, etc. We did implement more training, but the it's still possible for people to make changes and because we can't track exactly who did what at what time on the appointments (in the properties section), we aren't able to narrow down who is doing these things. It would be very nice to limit who can create appointment times in the resources section.
khristeyc is not online. Last active: 7/17/2020 2:44:59 PM khristeyc
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Joined: 02 Mar 2015
Total Posts: 14
 
Re: Adding Resources
Posted: 30 Nov 2018 03:01 PM
Just an additional thought and suggestion. If multiple individuals schedule appointments at the Center, you could ask each person to type their name or initials inside the Comment box of the Appointment Form. This would help to identify who spoke with the client and created the appointment or made any additional changes such as time and date.

Have a great day!
Khristey Chatham
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