PhoenixScheduler is the scheduling version of Phoenix focused on ensuring all deliverables conducted by the Richardson Facilitators are captured in one central local. These deliverables include Instructor Led Training, Train the Trainer, Master Train the Trainer, Virtual Training, Phone Coaching and Facilitator-driven Consulting. Kindly note that access is restricted to items assigned to a given user. The credentials to log onto this application in most cases will be firstname.lastname in conjunction with the Richardson Password, in some instances it will be firstinitial.lastname.
Dashboard
Insight in to where requests reside along with the Client’s status. There are several important icons listed on the dashboard which explain what is going on, kindly see the Legend on the left.
Event
The event is split into 5 sections: Request Information, Date Range, More Details, Location and Contact, Trainer Info.
Request Information
This information contains the basic information and building blocks for any request. The most pertinent information in this section are the client status which in this instance is , who the Salesperson is, Account Director (if applicable), content and material status (New, Existing, None, Revised).
Date Range
More Details
For classroom and material languages, the spoken language and materials language are indicated if other than English as it will aid in the decision to accept or decline an event.
Location and Contact
This information is where the session will be and who correspondence will be with in instances of Phone Coaching or Webinars.
Trainer Information
Accepting via Email
The alternative to signing into the application is to accept, tentatively accept or decline the event via the email generated from Scheduler. To the right is a sample email of what a Facilitator would see in order to make a decision based on the information. Clicking Accept or Tentative will generate an iCal download for any calendar to keep track of the event.
Frequently Asked Questions
- Do I need to be on the VPN?
- Absolutely not, this application is secure and does not live behind the VPN
- What if I forgot my password?
- Should you forget your password, your Scheduling Manager can reset it for you.
- Can I use my personal email address for notifications instead of my Richardson one?
- Presently your Richardson one is preferred but stay tuned as that may change
- Will I get reminders?
. Yes, if your Scheduling Manager has not heard from you s/he will send a reminder email via Scheduler