Navigation:  System Setup (F4) > Work Pools > Main Tab

SITE CODE:  Enter the Site Code if the work pool is being configured for a specific Site

 

WORK POOL TYPE:  Select the type of work pool from the drop down box:

WORK POOL CODE:  Use a brief description for the work pool code.  NOTE:  If the Work Pool Code is FILTER, this will allow the user to select work using the Search dialog screen.  If the Work Pool Code is USERPOOL, this will use the Filter Expressions defined in the User's profile.

 

DESCRIPTION:  Create a description for the work pool

 

FILTER EXPRESSIONS:  Each work pool can have an unlimited number of filter expressions. Fields used must be in the RepIndex table and are listed below. You can also run Filters for certain times and days:

 

 1.  SITE - the Site code

 2.  DOCTOR - The Provider's code

 3.  REPT_TYPE  - The Report Type code set up for the Form

 4.  WORKTYPE - The Work Type code set up for the Form

 5.  REVQUEUE - The Review Queue, i.e., INCOMMPLETE, VRDRAFT

 6.  STATUS - The Status of the voice file, i.e., SR (Site Review), PR (Provider Review)

 7.  SITEGROUP - The Site Group that groups multiple sites set up in Sites.

 8.  WORKGROUP - The Work Group/Team defined in Site setup.

 

Expressions need to be enclosed in parentheses.  For example, (SITE="XXXX") AND (REVQUEUE="VRDRAFT")  Filter Expressions are evaluated in the order they are listed.  For example,

(SITE="XXXX") AND (WORKTYPE="X")

(SITE="YYYY")

 

The user with this Work Pool would get all of Site XXXX, Work Type X, then when there were no more voice jobs for Site XXXX, they would get work for Site YYYY.  To exclude a value, use <>.  For example, (SITE="XXXX") AND (DOCTOR<>"1234").  The User with this work pool would receive voice jobs for Site XXXX, but none of the provider whose code is 1234.  Multiple exclusions use AND between the filters. For example, (SITE="XXXX") AND (DOCTOR<>"1234" AND DOCTOR="5678")

 

If you want to apply a filter for a certain time or days, you can by following the following format: FILTER;START=HH:MM;STOP=HH:MM;DAYS=[AMTWHFSU] . This is helpful to have a group of people work a filter for a specific period.

The START and STOP is on 24 hour format and the Days Key are:

A=All week

M=Monday

T=Tuesday

W=Wednesday

H=tHursday

F=Friday

S=Saturday

U=sUnday

 

For example is "(SITE="ZZZZ");START=07:00;STOP=15:00;DAYS=MTWHF". This will only apply the filter SITE="ZZZZ" Monday thru Friday between the hours of 7:00 AM and 3:00 PM.

 

NOTE: If the time needs to go over midnight, you need to create two filters. For example, if you want the filter to start at 10:00 PM and end at 4:00 AM every day of the week, you need the following:

(SITE="ZZZZ");START=22:00;STOP=23:59;DAYS=A

(SITE="ZZZZ");START=00:00;STOP=04:00;DAYS=A

 

NOTE:  If you set up a user group limiting their access to certain Sites, and then assign a work pool for a site that they cannot access, they will receive an Infinite Loop error when trying to request jobs.

 

It is not necessary to create a work pool for only one User.  This can be set up as a USERPOOL in the user's profile in System Setup, Users.

 

LIST OF USERS:  Selecting this will display a list of all Users who have the work pool assigned.