Knowledge Base

Begin by selecting “+ Add New Request” from the Jobs menu bar or “+” from the bottom right corner of job assignment grid and complete the following panels:



1.      Request Information

a.       Customer name (once updated, other panels will appear)

b.      Language

c.       Date of services

d.      Start time

e.       Estimated duration

f.        Appointment type – Onsite, Audio, Video, Translation

2.      Request Location Address

a.       Client Address is checked by default, which pulls the address as indicated on the Client’s account.  Uncheck to manually enter an alternative address.

b.      Enter Meeting Notes for interpreter/client users to access.

3.      Qualifications / Tags(optional)

a.       Required Qualifications – Pairs interpreters as primary according to indicated RQs.

NOTE:  This restricts interpreter resources.

b.      Preferred Qualifications – Pairs interpreters as secondary according to PQs.

4.      Request Type Details(optional)

a.       Request Type – Designates the overall content of the appointment (i.e., hospital, mental health, education, court, etc.)

b.      Doctor, Therapist, Counselor – Identifies key staff affiliated with the assignment.

c.       Department – Identifies the department affiliated with the assignment.  There is an option to maintain department drop down within the Client’s profile.

d.      Gender – Identifies the preferred interpreter gender for the assignment.

5.      Service Details(optional)

a.       Client Preferred Interpreter – Identifies the requested interpreter, which will block other interpreters from appearing in the search if completed.

b.      Description – Internal notes; visible when the job assignment is open.

6.      Service Requested By(optional)

a.       Contact Name

b.      Email Address / CC

c.       Contact Code

d.      Phone

e.       Send scheduled email 1 hour before appointment – If checked, Client specific emails as indicated within the Client’s profile will be delivered accordingly.

f.        Confirmation Email – Scheduler can edit and/or send confirmation email.

g.       Detailed Notes - Internal notes; visible when the job assignment is open.

7.      Custom Fields (optional)

Additional data collection required by Client, which can be adjusted within the Client’s profile.

8.      Select SAVE – The assignment will generate the following data across the top (left to right)

a.       Job assignment (reference) number

b.      Request date, time, and duration

c.       Physical address

d.      Client

e.       Language

f.        Assignment status

g.       Requestor’s email and date/time request was submitted

9.      Additional options

a.       Repeat – Allows assignment to be repeated for multiple days (only change would be date).

b.      Copy – Allows assignment to be copied with the ability to alter any data.

c.       Void – Rescind or withdraw assignment where there would be no charge or pay.

TIP:  Select the cog wheel in the top right corner of the job assignment to alter the view from Normal to Compact view.  This is saved at the user level. 

Once an interpreter has been assigned, the interpreter’s profile card will be available under the Interpreter tab of the job assignment.