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User Roles
Scheduling
Account Setup
FSDirect
Random
100
Name the different user roles.
What is an Adminstrator, Site Administrator I, Site Administrator II, Service Provider & Requester
100
Name the different status types
What is submitted, approved, canceled, declined & duplicate
100
Three parts that are highly recommended to clients to be completed prior to entering their first schedule
What is Locations, Rooms, Organization
100
Can you double book a room in FSDirect?
What is yes
100
Who can access the Account Setup page?
Administrator
200
Can create invoices.
What is Administrator and Site Administrator II for their assigned location(s)
200
Name the different states
What is active, pending and inactive
200
Name three types of Organziation Types
What is Internal, Non-Profit, For Profit
200
Can FSDirect be a stand alone account?
What is Yes
200
What SchoolDude products integrate with FSDirect?
MaintenanceDirect and ITDirect
300
Can create work orders
What is an Administrator or Service Provider
300
Different type of events and maximum number of events each can have.
What is Normal Schedule (20 events), Recurring Schedule (100 events) and Irregular Schedule (20 events)
300
Can more than one Service Provider receive email notifications about a task for a Craft?
What is No
300
How can you change an Active Schedule?
1. Cancel - duplicate event then renew 2. Create Alternate Event Location/Date/Time 3. Change back to submitted
300
Name one report that shows set-up requirements?
- Event Calendar Report - Advance Search - Room Detail Report - Schedule Detail Report
400
Can activate schedules
What is Administrator and Site Administrator II for their assigned location(s)
400
Why would a schedule be put in Pending?
What is outstanding invoices or need for updated insurance
400
What is the limit on the number of routes that can be setup?
What is there is no limitation
400
Why do we recommend users setup Organizations prior to rolling out the product?
To avoid adding duplicate Organizations.
400
What will not allow you change an Activated schedule back to Submitted?
- Invoice has been created - Task notification has been generate to the Service Provider - Date has passed - Event date has been canceled - Alternate Event has been created for the schedule
500
Can Site Administrators manually route requests in routing?
What is No only an Administrator
500
How can you book an entire Location for an event?
What is create an Organization Event Calendar event
500
Two ways to log-in to FSDirect
fsd.schooldude.com login.schooldude.com --> select FSDirect from the drop down box
500
What are three reasons a client should use FSDirect?
- Cost recovery - Centralized calendar - Robust reporting