Badges
Badges are given to interpreters for certifications, immunizations and training to ensure the right interpreter is selected.
For a customer that wants one invoice but needs their requesters to be isolated to specific locations.
For Example:
A group of clinics may only need one invoice so you have one customer account for them. The requesters at each clinic should only see appointments at their clinic. Each clinic should be a location and by doing so you can link the requester to a specific location/clinic.
Activate Isolating Requesters
You'll see a switch labeled "Isolate Requesters" in Agency => Customers => List Customers => {Customer} => General Details. Switch this on to isolate requesters.Linking Requesters to Locations
Once the isolate requesters switch is on all requesters linked to that customer will have a new area shown in Users => Requesters => {Requester} => Locations. Appoint locations to the requester the same way you would appoint languages to an interpreter.
Requester Administrators
A switch is shown if isolate requesters is turned on in Users => Requesters => {Requester} => Personal Settings. The switch is called Requester Admin and will allow that user to see appointments at all locations.
Badges are given to interpreters for certifications, immunizations and training to ensure the right interpreter is selected for the job.
To activate the badge feature Login as the Agency then navigate to Settings then General Settings and switch the "Use Badges" switch on.
After activating badges a new area will appear in settings called badges. Here we have made three badges for common certifications. Another advantage of badges is that an agency can use it to create tiers of interpreters like Tier I, Tier II to make an appointment available to a select pool of interpreters.
Badge rules can be used to automatically open access to larger pools of interpreters, by having Aqua Schedules switch one badge to another X minutes after the appointments creation.
When appointing badges to an interpreter go to users, list users, interpreters then select an interpreter, navigate to badges then add all applicable badges to the interpreter.
You can have badges automatically added when a requester creates an appointment by appointing badges to customers. This is great for onsite training requirements or other certification requirements.
After activating badges a new area will appear on the appointments called 'Badges', an area with 3 drop downs, currently there’s no specific badge appointed, therefore the list of interpreters is relatively long. As you select the badges required for the interpreter, for example legal and tier 1 the system will only show interpreters with all required badges. Please note an interpreter must have all appointment badges to be qualified!
Activating the Badge Feature
Login as the Agency then navigate to Settings => General Settings and switch the "Use Badges" switch on.
Creating Badges
After activating badges a new area will appear (Settings => Badges). Use badges to certify interpreters for special categories social, legal, and medical type appointments. Badges can be used for other types of requirements like immunizations, onsite training, and special techniques like simultaneous interpreting. An agency can also use badges to create tiers of interpreters like Tier I, Tier II, and general (no badge).
Appointing Badges To Interpreters
After activating badges a new area will appear (Users => List => Interpreters => {Select Interpreter} => Badges. Add all applicable badges to the interpreter.
Appointing Badges To Customers
You can appoint a badge to a customer account. This will automatically set all new appointments created by requesters of that customer account to default those badges onto their appointments. This is great for onsite training requirements or other certification requirements.
Requiring Badges
After activating badges a new area will appear on the appointments called 'Required Badges', an area with 3 drop downs. As you select the badges required for the interpreter the system will only show interpreters with all required badges.
Please note an interpreter must have all appointment badges to be qualified!
Badge Rules (Automatic Badge Changes)
Consider opening access for an appointment to larger pools of interpreters automatically by having Aqua Schedules switch one badge to another X minutes after the appointments creation. To add a badge rule navigate to Settings => Badges => Badge Rules.
