Create or edit an assignment

💡 Tips

• •If the end time is earlier than the start time, the job automatically rolls to the next day (handy for jobs that cross midnight).
• •A new job starts at your agency's minimum billing duration (Settings, Billing & Subscription, Billing Rules), for example 1 hour when your minimum is 60 minutes. With no minimum set it starts at 2 hours. Change the end time or the Hours box for any other length. On the Scheduled time basis the booked length is what bills, so check it before you save.
• •Required-qualification gaps show as warnings, not blocks, you can still save.
• •If an interpreter on the job does not have the job's language on file, saving asks "Override eligibility?" and names them ("no American Sign Language on file"). Type a reason and click "Override & save", the same as on the dispatch board. The reason goes in the Job history. You are only asked when you add someone or change the language, so re-saving a job you did not change, or cancelling it, does not ask again.
• •Attachments are shared per job: everyone assigned, across all slots and splits, sees one file list, and assigned interpreters can both open and upload files (great for scripts and prep docs). Deleting is agency-only, and interpreters with a pending offer can't see files until they accept.
• •You can also view and upload attachments from the job's detail popup on the dispatch board, no need to open Edit.
• •You can attach documents (PDF, Word, text), slide decks (PowerPoint), spreadsheets (Excel, CSV), images, and audio or video files, up to 50 MB each. Web pages and SVG images can't be attached.
• •On a job that is part of a recurring series, adding or removing a file asks whether it applies to just that date, this and future, or all occurrences.
• •An interpreter you offer the job to sees only the basics until they accept: customer, type of job, language, time, and the location at your offer setting. Your notes, the requestor, the onsite contact, location notes, the consumer, and files reach them once they accept. If you turned on "Ask to share the consumer and provider on offers", you can choose to show those two names on the offer.
• •A do-not-send warning now carries the reason your agency recorded, so you can tell a real conflict from an old entry without leaving the form.
• •If the consumer has communication needs tagged on their record, they travel with the job and show on the assigned interpreter's card. They are information for the interpreter, not a filter, so they never narrow who you can assign.
• •Need one job covered by two interpreters at different times? See Split a job between interpreters.
• •Editing a job that's part of a recurring series opens a scope dialog asking whether to change just this one, this and future, or all occurrences.
• •Anything worth a second look is gathered into one confirmation before the job saves: conflicts, availability problems, tight travel, and do-not-send flags all appear in a single list rather than as a run of separate pop-ups.
• •A new job starts on whichever day the board is showing, not today, so booking several jobs for the same future day does not mean resetting the date each time.
• •Booking a date that has already passed warns you and then lets you continue, since backfilling a job you forgot to enter is a real thing people do. The warning is firmer for a recurring series.
• •PO # and Bill to travel with drafts, templates, duplicates and series edits, and a change to either shows in the job's history. Only use them for billing references, never for a consumer's name or ID, because they can print on the invoice.