For agencies📋 Scheduling & Dispatch

Create or edit an assignment

Use the assignment form to book a single interpreting job with customer, consumer, language, time, location, and team slots.

The + Assignment form is where you build a single interpreting job. Pick the customer first so the related locations, requestors, and billing groups load, then fill in the rest.

Step by step

  1. 1On the dispatch board, click "+ Assignment" (or click an existing job chip and choose Edit).
  2. 2Select the customer, this loads that customer's locations, requestors, and billing groups, with a "Default" billing group auto-selected for new jobs.
  3. 3Choose the consumer (the Deaf/LEP individual); selecting one auto-fills the language. Watch for the star (preferred) and do-not-send markers in the dropdown.
  4. 4Read the amber standing-instruction banner if one appears under the consumer picker. That is what your agency has pinned about working with this person.
  5. 5Serve more than one consumer on the same job with "Add another consumer", the primary consumer still drives the language and billing; the others are listed for reference.
  6. 6Set the language, date, start time, and end time, then pick the location and requestor.
  7. 7Set a preferred interpreter gender if the consumer has one, it pre-fills from the consumer, and assigning a mismatched interpreter shows a warning but never blocks you.
  8. 8Set the number of interpreters needed, each one becomes a separate slot you can fill on the board.
  9. 9Under "Assignment Tags", add the qualifications this job needs. Tags the customer requires are added for you when you pick the customer, and you can take one off for a single job.
  10. 10Tick "Require these tags" if the qualifications are mandatory rather than a preference. Without it, tags only lift matching interpreters in best fit.
  11. 11Add an onsite contact, notes, or file attachments if needed, then click Save.
  12. 12To create a new consumer, requestor, or location on the fly, use the inline "+ Add new" option in that field, it saves with the job.

Screenshots

The New Job form open over the dispatch board.
The New Job form, opened with "+ Assignment" on the dispatch board.

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).
  • Required-qualification gaps show as warnings, not blocks, you can still save.
  • 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.
  • 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.
  • File attachments are capped at 20 MB each.
  • 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.
  • 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.

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