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Requests and orders on the web

Create, assign, schedule, close requests on the web

Table of content

  1. Calendar and list views
  2. Request details 
  3. Assign and manage requests

About Requests

Click the Request bell icon on the left hand navigation menu. You can edit, update or view all requests. There are multiple filters, calendar view and you can favorite your department or view.

 

  • Filter by department, staff member, resident or group.
  • Date filter default to the prior 7 days and next 7 days. 
  • Double-click the expanded view of a request to open the detail management screen.

Calendar and List Views

  1. Use the icons in the top right corner to show requests as a list or on a calendar.
  2. View the entire month on the left and your daily schedule on the right and click any request to view the details. You can view Open requests or Accepted requests. 

Click the Star to save this page to your default view when you open Speak2. This can be very useful for specific departments or scheudling. 


Request Details

Double-click the expanded view to view more details about the request. 

 

Assign and schedule requests 

Schedule or assigning a task to someone will automatically make the staff accept the request. All open requests show under the Open column on the left side. Accepted requests (any request accepted or scheduled to a staff) is in the middle and closed requests (completed) are on the right column.

To update a request, move it from one column to another. Click and hold a card and drag it from one column to the next.

When you move certain cards from Open to Accepted, you will be prompted to Assign a staff member.

Schedule a request

 Update the time/date or staff member assigned as many times as needed. 

  1. Go to the Requests page and click the Request 
  2. Check the date and order details. Update it if needed. 
  3. Click Assign and select a Staff. 
  4. Click "Update". 
  5. The Staff will receive a notification on the staff app/web that they have a request. The request will move from Open to Accepted on the right side. 

When a card is moved from one column to another, or if request is updated, the resident will be notified. 

Do NOT move cards unless you intend to notify the resident and update them of their new status. 

Accepted and closed requests

Once a request is assigned and scheduled, it moves to the right column with green Accepted banner. Once a request is closed, it moves to the Closed column with gray Closed banner. A request can be closed on the app or the web.