Create or edit an assignment

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. 4Serve 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.
5. 5Set the language, date, start time, and end time, then pick the location and requestor.
6. 6Set 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.
7. 7Set the number of interpreters needed, each one becomes a separate slot you can fill on the board.
8. 8Add required qualifications, an onsite contact, notes, or file attachments if needed, then click Save.
9. 9To 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

🖥️ Desktop📱 Mobile