For agencies📋 Scheduling & Dispatch

See who you've asked, and mark who said no

Every job card lists everyone offered the job and their answer. Record a no that came by text or phone so nobody offers it to them again by mistake.

Open any slot on the dispatch board and its detail popup has a "Who we've asked" list: one row per person offered the job, marked Awaiting, Accepted, Declined or Passed, with how and when. Declines made in the app are recorded automatically. When an interpreter says no by text or on the phone, you can mark it yourself, with a note, so the whole team sees it.

Step by step

  1. 1On the dispatch board, click a job chip to open its detail popup and find "Who we've asked".
  2. 2Each row shows the person, their status, and a line such as "In the app" or "Marked by Sherri", with the date. A note, if one was added, sits under their name.
  3. 3Someone with a live offer said no outside the app? Click "Mark declined" on their row. Their offer ends and the slot reopens, and they are not notified.
  4. 4To record a no from someone not on the list, click "+ Mark declined", choose them under "Who declined?", add an optional note (for example "Texted: can't do Tuesdays"), and click "Mark declined".
  5. 5For a repeating job, tick "Whole series: they can't do any of these dates" to mark every upcoming date at once. Dates they already hold are skipped.
  6. 6Marked someone by mistake? Click "Undo" on their row. Undo takes back exactly what that mark did, including a whole-series mark.

Tips

  • If you go to offer the job to someone who already declined it, by dragging, auto-offer, the unfilled worklist or a broadcast, OneTerp asks first, for example "Maria declined this on Oct 20 (marked by Sherri). Offer again?"
  • Marking someone again replaces their earlier mark on that date. The form starts with their earlier note so it isn't lost; edit or clear it.
  • You can't mark someone declined while they hold a slot on the job. Unassign them first.
  • Every mark and undo is saved in the job's Job history with the name of the person who did it.
  • The list is for your team only. Interpreters never see it. Anyone who can view dispatch sees it, and marking or undoing needs Manage access to Coordinate.
  • The agency phone app shows the same list on the job page, with "Mark declined", once you have the latest app build.

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