Create a Time Frame in Stratus
Discover how you can create time frames that can be used to route calls during specific times and dates.
Table of Contents
Scope: Only Office Managers will be able to create and adjust shared and owned time frames for the organization and all users.
Site Managers will be able to adjust the owned Time Frames for their Site's users.
Basic Users can only adjust their own Time Frames.
Shared Time Frames
Shared time frames are time frames that can be used by any user to create answering rules for call routing.
When a time frame is set as Shared, it becomes selectable for all users when they are creating their answering rules for their own routing. These time frames can also be used by an Office Manager to create an answering rule that routes calls for the whole business.
Scope: Only Office Managers can create and edit shared time frames.
To create a Shared time frame for any user to use…
- Navigate to the Time Frames page.
- Click on the name of your business (Domain Name) to pull up a list of the time frames for the whole business.
- Click the Add Time Frame button.
- In the Add a Timeframe menu, fill in the following information:
-
Name - Type in a unique name for this time frame.
-
When - Select the type of time frame to be created.
Options for When
• Always - If the time frame should be active until it is disabled, select Always.
• Days of the week and times - Select this if the time frame will be active on a recurring basis (same time and day every week).
– To add a break in the time that the time frame is active on a certain day, click the Add range icon.• Specific dates or ranges - Click the boxes or Calendar icons to select the date(s) and times the time frame will be active for.
– Click the Add date range button to add more dates.
-
Name - Type in a unique name for this time frame.
- Click the Save button.
- To add more time frames, repeat steps 3-5.
✔ You should now have a list of shared time frames that can be used to create answering rules by you or other users.
Basic users will not be able to edit shared time frames.
Shared time frames can only be edited by Office Managers.Now that shared time frame can be selected when you and other users are creating answering rules.
Note: To learn how you can use these time frames to create Answering Rules to route calls, check out this article.
Bulk Toggle Shared Time Frames
On the Time Frames page, you can use the Bulk Toggle feature to enable/disable time frames. These time frames are used by answering rules to tell the system when calls should be routed according to what is set in the answering rule. Once a time frame has been used in an answering rule for a user, the Bulk Toggle feature can be utilized.
To enable/disable the answering rules of multiple users…
- Navigate to the Time Frames page.
- Click the name of your business.
- Click the Bulk Toggle icon next to the time frame that needs to be disabled/enabled for multiple users.
- In the Bulk Toggle Timeframe menu, select the users that need this time frame disabled/enabled.
- Click either the Enable or Disable button.
✔ Once one of these buttons has been clicked, you should see a confirmation message that the Answering Rules for these users were updated.
Now any call routing or forwarding set up through the answering rules using those time frames will be enabled/disabled, depending on the button that was clicked.
Owned Time Frames
Owned time frames are time frames that are created for a specific user. A user that owns a time frame can edit that time frame and create an answering rule for themself.
Scope: As an Office Manager you can create owned time frames for any user.
Site Managers can add owned time frames for their site's users.
Basic users can create and edit time frames that only they own using the basic version of the web portal.
To add in owned time frames for a specific user…
- Navigate to the Time Frames page.
- Use the search bar to find and select the user that should own the time frame.
- Click the Add Time Frame button.
- In the Add a Timeframe menu, fill in the following information:
-
Name - Type in a unique name for this time frame.
-
When - Select the type of time frame to be created.
Options for When
• Always - If the time frame should be active until it is disabled, select Always.
• Days of the week and times - Select this if the time frame will be active on a recurring basis (same time and day every week).
– To add a break in the time that the time frame is active on a certain day, click the Add range icon.• Specific dates or ranges - Click the boxes or Calendar icons to select the date(s) and times the time frame will be active for.
– Click the Add date range button to add more dates.
-
Name - Type in a unique name for this time frame.
- Click the Save button.
- To add more time frames, repeat steps 3-5.
✔ You should now have a list of owned and shared time frames.
You or that user can now select that owned time frame while creating an answering rule.
Note: To learn how you can use these time frames to create Answering Rules to route calls, check out this article.