Knowledge Base

Profile

Profile picture

Allows interpreter to upload profile picture, which is visible through Admin, Client, and Interpreter portals.

Contact information*

Interpreter’s name, phone number(s), and email address.

Agency

Check if interpreter is considered an agency.

Interpreter Address

Address*

Interpreter’s physical address, which determines the distance calculated for mileage.

Timezone

Auto populates once address is saved.

Interpreter Details

Interpreter number

Allows assignment of separate internal interpreter identification number, which can then be pulled into custom reports.

Interpreter number expiration date

If applicable, enter expiration date.

Country of origin

Select country of origin (country of birth).

Birth date

Enter interpreter’s date of birth.

Gender*

Enter interpreter’s gender.

Resume

Allows resume to be uploaded.

Qualifications

Highest degree

Select interpreter’s highest level of education.

Certifications

Enter interpreter’s certifications.

Specialties

Enter interpreter’s specialties.

Banned

Banned by LEPs

If applicable, enter the name of LEP/Consumer(s) that have banned the interpreter.

Banned by Customers

If applicable, enter the name of Client(s) that have banned the interpreter. 

NOTE:  If interpreter is banned from Client profile, it will automatically populate in interpreter’s profile.

Payment Info

Interpreter group

If applicable, select the interpreter’s group. 

NOTE: Interpreter group drop down is maintained from Maintain Dropdowns menu.

Payroll number

If applicable, enter payroll number.

Prof code

If applicable, enter professional code.

Prof type

If applicable, enter professional type.

Vendor number / AP

If applicable, enter vendor number / AP.

Hours / week

Allows documentation of interpreter’s preferred hours per week.

Rate plan

If applicable, select rate plan.

NOTE: Rate plan drop down is maintained under Maintain Dropdown menu.

Social security number (SSN)

If applicable, enter SSN.

Effective date*

Enter effective date, indicating when interpreter can begin providing services.

Hire date

Enter date of hire.

Status*

Select interpreter status. 

NOTE: Interpreter must be indicated as Interpreter, Translator, or Interpreter/Translator to qualify for services.

Can enter hours

Check if interpreter can enter activities (actuals).

Uses drive time

Check to add drive time padding between jobs.

Grant Interpreter Portal Access

Creates an Interpreter User Profile for the web portal and mobile app, which will send an email notification with login credentials if email template is enabled.

Display rate

Indicate average rate to be displayed on Interpreter Card within INTERPRETERS tab of an opened job.  This provides Schedulers a quick reference for anticipated cost.

Display rate comment

Provides visibility of rate comments when Scheduler hovers over display rate on the Interpreter Card within INTERPRETERS tab of an opened job.

Mileage cap

Indicate the maximum number of miles the interpreter is willing to travel from the address within the interpreter’s profile and the assignment’s location address.

Languages*

Add new (+)

Allows assignment of language/services to the interpreter.

Language name

Enter & select language from drop down.

Rating 1-5

If applicable, provide rating, 5 being the best, to interpreter.

Onsite

Allows interpreter to access to onsite job opportunities.

Scheduled VRI

Allows interpreter to access to Scheduled VRI job opportunities.

Scheduled OPI

Allows interpreter to access to Scheduled OPI job opportunities.

On Demand VRI

If applicable, allows interpreter to access to On Demand VRI job opportunities.

On Demand OPI

If applicable, allows interpreter to access to On Demand OPI job opportunities.

Notes

Provides notes for Administrators to have access to.

Qualification Mgmt

Expired qualifications

Indicates the number of assigned qualifications currently expired.

Qualifications expiring soon

Indicates the number of assigned qualifications that have an upcoming expiration date. 

NOTE: Reminder notification delivery timing can be adjusted under Qualification Settings within the Maintain Company menu.  The notification message can be adjusted under Reminder emails within the Maintain Email Templates menu.

Missing qualifications

Indicates the number of required qualifications currently considered as missing.

NOTE: Qualification requirement status can be adjusted under the Maintain Qualifications menu.

Add missing required qualifications

Allows User to quickly add all missing qualifications, which will then need to be updated with expiration date, documentation/notes if applicable, and approval.

Add new (+)

Allows User to add single qualification:

  - Select attribute

  - Effective date

  - Expiration date

  - File attach document

  - Notes

  - Approved

Feedback

Add new (+)

Allows User to add feedback (documentation):

  - Feedback type – Select category (Negative, Neutral, Positive)

  - Incident date – Date of reported issue or date of receipt of feedback

  - Notes

  - Expiration date – Allows documentation of when feedback should not be considered.

  - Feedback score (1 – 10, ten being outstanding)

  - Action – Allows user to attached documentation or remove feedback line

Comments & Notes

Rating 1-5

Allows Admins to rate the interpreter for internal use.  This is considered separate from the client-provided rating upon job submission.

Comments

Allows Admins to document comments per internal policy.

Notes

Allows Admins to document notes per internal policy.

Availability

Set Your Weekly Hours

Interpreter’s standard daily schedule can be set based on the day and time of the week.

  - Add (+) allows interpreter to imply multiple time slots for a single day

  - Copyallows interpreter to copy the time slots to other days of the week.

NOTE:  Both Administrators and Interpreters have access to adjust.

Unavailable Days

Interpreter can block specific day(s) they will not be available.  This includes the ability to block specific time periods within a specific day.

NOTE:  Both Administrators and Interpreters have access to adjust.

Calendar

Range selector

Allows User to review assignment count by Month, Week, Work Week, or Day.  User can hover over jobs within the weekly/daily view to see details.  Additionally, User can double-click the job to pull the job panel up.