Allows global settings throughout the Workforce OS platform.
Company
Settings
Setting | Description |
Name | Associated with auto notifications |
Federal Employer Identification Number (FEIN) | Optional |
App/Reports Logo | Logo to appear on reports. Preferred
file size is 120x40 px. |
Login Logo | Logo to appear on login page. Preferred file size is 256x256 px. |
Fav icon | Logo to appear on window tab. Preferred file size is 16x16 px. |
Interpreter
Settings
Setting | Description |
Interpreter can pick a job from portal | Should interpreter be allowed to accept jobs from
the portal/mobile app? |
Deadline for online changes of job by interpreter | The interpreter will be blocked from making the
change and receive a notification to call the Scheduling team. |
Hours | Indicate the number of hours prior to a scheduled start time that an
interpreter can return the job via the portal/mobile app. |
Exclude
Weekends | Indicate YES/NO to exclude weekends depending on your scheduling teams
hours of operations and procedures for monitoring changes that come through
over the weekend. |
Hide patient info if job is not assigned | Should interpreter see patient (consumer)
information prior to accepting an assignment via portal/mobile app? |
Show service requested by on the interpreter
portal | Should interpreter see requester information? |
Show LEP details in portal | Should interpreter see patient (consumer)
information via portal/mobile app? |
Show credentials in portal | Should interpreter have access to their
credentials under Qualification Management via portal? |
Allow interpreters to change arrival times | Should interpreter be able to adjust their arrival
time via mobile app? |
Apply escalation policy | Indicate YES/NO to enable interpreter group open
wait times. |
List of Interpreter Status | Allows custom interpreter status options to be
added. |
Job Reminder
Settings
Setting | Description |
Send daily emails for list of the jobs for the day | Should interpreters receive daily reminder
notifications? |
Send daily job emails to interpreter at [time] NOTE: Revisions require a server restart, which can be requested through Support, or automatically completed during the next scheduled release. | A list of jobs for the same/next day will be sent at the designated time. - For a list of jobs for the same day, the time should be set between 12:01 AM and 12:00 PM - For a list of jobs for the next day, the time should be set between 12:01 PM and 11:59 PM. |
Send email reminder to interpreter about missing
actuals after | Designate the number of days following an
assignment with missing actuals that a notification listing all jobs missing
actuals will be delivered to the interpreter. The notification is sent at midnight. |
Send email reminder to interpreter about job
before | Designate number of hours an email notification
should be sent to the interpreter prior to the start time of an assigned
job. Place a 0 to deactivate this
feature. |
Send SMS reminder to interpreter about job before | Designate the number of hours an SMS notification
should be sent to the interpreter prior to the start time of an assigned
job. Place a 0 to deactivate this
feature. |
Send push notification reminders to interpreter
about job before | Indicate number of hours to send a push
notification reminder of a job assignment via mobile app. |
Qualification
Settings
Setting | Description |
Check for expiration of required qualifications
when finding available interpreters | Should the system confirm valid qualifications
(credentials) as a requirement for job opportunity? |
Send reminder to interpreter about expiration of a
qualification before | Designate the number of days a reminder
notification should be sent via email to the interpreter prior to the
expiration date of a qualification (credential). |
Timesheet
Settings
Setting | Description |
General Note | Notification to Client, which appears on
timesheet. |
Interpreter Note | Notification to Interpreter, which appears on
timesheet. |
General
Settings
Setting | Description |
Automatically mark invoice as paid | If you do not intend to utilize the platform to
track payments, do you want invoices to automatically be marked as paid upon
creation? |
Automatically refresh dashboard and calendar | Would you like the system to automatically refresh
dashboard/calendar periodically? |
Use color tag on the job as the calendar item
color | Indicate YES/NO to enable color tags to be
populated on calendar & job grid. If disabled, calendar color will be displayed as language color. |
Message
Settings
Setting | Description |
Response to interpreter accepting a job via Email | Configure a message, which will be sent to the
interpreter once a job assignment has been accepted. NOTE: This notification is separate from job details notification within Maintain
Email templates. |
Response to interpreter declining a job via Email | Configure a message, which will be sent to the
interpreter in the event the job assignment was declined. |
Response to interpreter accepting an already
assigned job | Configure a message, which will be sent to the
interpreter should they accept a job that has already been assigned to
another interpreter. |
Message to interpreter via Email when changing a
job past deadline | Configure a message, which will be sent to the
interpreter should they attempt to make a change to a job beyond the
pre-determined deadline – See Interpreter Settings: Deadline for online
changes of job by Interpreter. |
Security
Settings
Setting | Description |
Automatic logout in __ minutes | How long should the system wait to auto log out if
user is inactive? |
Message for password setting | Configure a message, which will appear as user is
creating their password. |
Password should contain minimum __ special
characters | How many special characters should be required
within the password? i.e., !@#$$ NOTE: Setting to 0 will void this
requirement. |
Password should contain minimum __ capital letters | How many capital letters should be required within
the password? NOTE: Setting to 0 will void this
requirement. |
Password should contain minimum __ numbers | How many numeric values should be required within
the password? NOTE: Setting to 0 will void this
requirement. |
Minimum length of the password __ characters | How many characters should be required within the
password? NOTE: Setting to 0 will void this
requirement. |
Password should not be same as last __ password | After how many password resets can a user utilize
(repeat) the same password? NOTE: Setting to 0 will void this
requirement. |
Password should expire in __ days | How many days should a password last before
requiring it to be reset? NOTE: Setting to 0 will void this
requirement. |
Lock account after __ failed attempts | How many failed login attempts can a user have
before the system locks their account? NOTE: Setting to 0 will void this
requirement. |
Require two factor authentication for all users | Do you want Admin, Interpreter, and Client users
to be required to use two factor authentication? |
Allow
email for two factor authentication Allow email for two factor authentication | Should email notification be allowed for two
factor authentication? If Yes, at
least 1 of the following is required: Indicate YES/NO for email MFA notification |
Allow SMS for two factor authentication | Indicate YES/NO for SMS MFA notification |
Allow Authenticator for two factor authentication | Indicate YES/NO to allow user to utilize their own
authenticator |
Address
Settings
Setting | Description |
Address Info | Your company’s address, which will appear on email
notifications (place holders within Email Templates) |
Contact Info | Your company’s contact information, which will
appear on email notifications (place holders within Email Templates) |
Job Settings
Setting | Description |
Default
Visibility Settings Default for Show Available job on portal | Should job opportunities be visible to interpreter
via portal & mobile app upon creation? |
Show available job portal except for languages: | List the language(s) as an exception to avoid job
opportunities from appearing on interpreter portal or mobile app. |
Exclude from portal, the jobs of type: | List the service type(s) as an exception to avoid
job opportunities from appearing on interpreter portal or mobile app. |
Other Job
Settings Allow setting preferred interpreter for a job | Indicate YES/NO if user should have the option to
indicate a preferred interpreter by name? NOTE: The
assignment will be blocked from all other interpreters until preferred
interpreter is removed. |
Assign job to the first interpreter who accepts it | Should first interpreter to accept a job
opportunity be automatically assigned? |
Default job duration | What should the default job duration be (in
minutes)? |
Default drive time padding | What should the default time padding between
onsite appointments be (in minutes) to allow interpreters travel time? Interpreter profile may remove the drive time
padding under Payment Info tab. Remote services are not considered. |
Allow client user to see audit trail | Should Client Users be allowed to see the audit
trails within each job assignment? |
VRI/OPI
Settings
Setting | Description |
Enable meeting password | Should meeting rooms require a password? |
Enable waiting room | Should participants have access to a waiting room
while waiting for the host to start the meeting? |
On-demand | If feature is enabled, On-demand allows
interpreters to service audio/video calls. |
VRI activity | Indicate what activities should be implied when VRI
Zoom is utilized for services. |
OPI activity | Indicate what activities should be implied when
OPI Zoom is utilized for services. |
Wrap up time | How many seconds should an interpreter have between
the end of one call and onset of a new on-demand call? |
Daily Excel
Reports Settings
Setting | Description |
What time would you like the report to be emailed | Set the time when daily export of active job
assignments should be emailed. This
report serves as your own daily backup. |
Who would you like to receive this email | List the email(s) the daily excel report should be
delivered to. Multiple emails can be
added by placing a comma (,) between each email. |
Excel file will be password protected, please
enter the password | Enter the password, which you will communicate to
all recipients, that will be required to access the daily excel report. |
Advance
Settings
Setting | Description |
Webhook
Settings Webhook URL | Indicate the Company’s URL (app) to send simple data
to (reverse API), which consists of notification of when client, interpreter,
or job is created. NOTE: Detailed
info must be transferred by way of API. |
Webhook User | Company User ID associated with Client’s URL web
application |
Webhook Password | Company PW associated with Client’s URL web
application |
QuickBook
Setting QuickBook: Click here to authenticate with
QuickBooks | If QuickBooks online integration has been enabled,
click here to authenticate with your QB platform. QuckBooks desktop requires alternate setup. |
Dropbox
Setting Dropbox: You are connected to Dropbox To make changes to your Dropbox settings, please
contact support@lspware.com | All files uploaded within site, are automatically
associated with LSPWare, but Company can associate their own account if
desired. |
Widget
Settings Allow embedded widget | Do you want to allow an intranet request form for
Client Users to submit job requests as an alternative to submitting directly
through the platform? |
Widget Code | If Widget Settings is enabled, provide the code to
your internal IT specialist to insert within your intranet. NOTE: Configuration updates via Maintain Widget Form will not require a code
update to your IT specialist. |
Terms and
Conditions
Setting | Description |
Terms and
conditions for Admin & Scheduler Link | Propio standard TC for Admin & Schedulers
(read only) |
Date modified | Date modified for Propio standard TC for Admin
& Schedulers (read only) |
Terms and
conditions for Interpreters enabled | Indicate YES/NO if you want to enable the TC for
interpreters. |
Link | Provide link to your internal TC for interpreters |
Date modified | Indicate the date updated |
Terms and
conditions for Clients enabled | Indicate YES/NO if you want to enable the TC for
clients. |
Link | Provide link to your internal TC for clients |
Date modified | Indicate the date updated |