Staffinder Professional In/Out Board - User's Manual - Chapter 4

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Chapter 4 -  Advanced (and Cool) Staffinder Features

"While You Were Out" Messages (WYWO)

A new and very cool feature in Staffinder is the ability to send messages to other employees.  After you determine another employee is away from the office, the next step might be to send some information about a visitor or caller.  Not to be confused with an e-mail system, Staffinder allows users to send "While You Were Out" messages to other employees, replacing the standard form typically available in pad form.  Message recipients can view, save and delete messages as needed.

To send a WYWO message to another employee, either:

  1. Right-click the employee and select "Send Message to Employee"
  2. Select the employee, then click Status > Send Message to employee from the drop down menus.  The following dialog box will appear (Figure 4.1):


Figure 4.1

After filling out the form, click the Send button to forward the message to the employee.
Note:  You cannot send messages to yourself.

Receiving Messages:
When other employees send you messages, Staffinder will alert you of the new message.  Staffinder also shows you the number of messages in your box by placing the number next to the "My Messages" in the left pane on the Main screen.  See  Figure 4.2 below.  In the example, the logged on employee has one (1) message in the box.  Selecting My Messages in the left pane refreshes the right pane to show the message in your box.  Figure 4.2 shows the view when My Messages is selected.

Sent Messages: You can also view the messages that you have sent to others.  You can delete them or edit them as well.


Figure 4.2

Deleting Messages:
Once you are done looking at a message, you may want to delete it.  We recommend keeping your message box as clean as possible by transferring important data to another system and deleting WYWO messages.  This will help maintain peak performance of Staffinder.

Here are the 2 methods of deleting a message:

  1. Right-click the message and select "Delete Message"
  2. Select the message, then click the Delete Message button on the toolbar.

Note:  When reading messages, it may appear that you can edit them.  However this is not the case.  Any data you change in a message sent to you will not be saved.

Searching Employee Properties

While it may be convenient to use Staffinder to locate the extension or pager number of an employee, what happens when you have a pager number or extension and need to match that up with an employee.  In large environments with a hundred or so employees, matching employees with their phone numbers can be time consuming.  To help you save time performing this type of search, we added a Search function into Staffinder.  This feature allows you to pull up matching employee records by searching for a extension, pager, cell number, home number or by a first or last name.

Below (Figure 4.3) is a screen shot of the search screen.  In this example, the user searched the Extension field for entries that include "12".  The result is not limited to people who have an extension of "12", rather it includes all employees who have "12" anywhere in their extension.  You can make your search as loose or tight as needed.  To reduce the search shown more, the user could add a third digit to the search.  If the user searched for "120", the record for Beth Craig would appear by itself.


Figure 4.3

The Notify When In Office Feature

You need to talk to your manager or another employee ASAP on an important decision.  You check their office every 5 minutes only to find yourself wasting time.  That's where the "Notify me when In Office" features comes in handy.  This feature lets you select an employee to monitor who is currently not "In Office" and have Staffinder notify you when they sign back "In Office".

Using "Notify me when In Office":

  1. Right-click a user who is not "In Office" and select "Notify me when In Office".  See Figure 4.4 below.
  2. If you right-click that user again, you will notice a check mark by the "Notify me when In Office" selection.  If the check is present, you will receive a notice when that user signs in.


Figure 4.4

  1. When the user returns and signs back "In Office", a screen similar to the one below (Figure 4.5) will appear on your screen.


Figure 4.5

Note:  You cannot set a "Notify me when In Office" alert for any employee who's status is "In Office".  If the individual has their idle feature turned on their status will be "Unknown" and thus this feature will be available.

 

Future Status Scheduler - Available via the optional Add-on Component

If you have purchased the Add-on package to include the Status Scheduler you will now have the ability to schedule future status changes.   You may schedule as many as you like and your status will be updated accordingly.   With this feature you will be able to create your daily schedule in the event you will be out of the office.  A new button will appear on the Sign In/Out screen (Figure 4.6)once the Add-on is installed.


Figure 4.6

When you click the Schedule Status button you will be shown the Status Scheduler dialog (Figure 4.7).  This is where you create the individual status schedules.  Simply enter the date and time you wish your status to be change and any additional comments or Back At details.  Click add and your done.  The server component will monitor your entries and change your status at the appropriate time.  To remove a schedule simply highlight it in the list and click the "X" button.  Once a schedule has been activated it will automatically be removed from the system.


Figure 4.7

Index  |  Chapter 1  |  Chapter 2  |  Chapter 3  |  Chapter 4  |  Chapter 5  |  Chapter 6


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