Use best-fit ranking and one-click auto-assign

💡 Tips

• •Best-fit considers availability, whether they're staff, preferred vs. do-not-send status, and matching qualification tags.
• •Interpreters with overlapping bookings, cross-agency conflicts, or not enough travel time score zero and show red.
• •If no eligible interpreter is found, you'll see a "No eligible interpreter found" message.
• •Expired credential tags are ignored when matching qualifications.
• •Interns are never put forward as the main interpreter for a job, however well they score on everything else. You can still assign one deliberately with Override, and shadow slots are unaffected.
• •A custom tag left in the Uncategorized category used to score nothing and drag the whole job's tag matching down with it. Tags now count wherever you filed them.
• •Best Fit is a ranking, not a filter. It sorts who fits best but does not stop you assigning someone. If a qualification is genuinely mandatory, tick "Require these tags" on the job. That is the only switch that gates an assignment.
• •Owners and admins can give each interpreter a go-to rating in Team Roster, on a slider from Backup to Go-to. The middle is neutral. Each step toward Go-to adds 2 points to their score and each step toward Backup takes 2 away, so your go-to people come up first when everything else is equal. It never outweighs a schedule conflict, and interpreters never see it.
• •When two interpreters score the same, the one who most recently worked with that consumer comes first, then it goes by name. OneTerp looks back through the consumer's last 50 past jobs, not just the days on screen.