Portal, Import & Reports
Customer request portals, bulk imports, and analytics.
Give a customer their own request portal
Turn on a sign-in portal where a customer's staff request interpreters, see which jobs are covered, and change or cancel them without calling your office.
Decide who at a customer can see jobs
Approve, widen or block the people who sign in to a customer's request portal.
Review portal requests and changes
Book what customers send through their portals, answer their changes, or turn a request down.
Answer a customer's change request
When a customer changes a booked job on their portal, small details apply at once and anything that could affect coverage waits for you.
Using your agency's request portal (a guide for customers)
For the people who book interpreters: how to sign in, request an interpreter, follow your jobs, and change or cancel them.
Import your data from another system
Two guided wizards migrate your existing data: Import Your Data builds your customers, groups, locations, and consumers, and the Schedule & Assignment Importer brings in the schedule.
View reports and analytics
Run a date-ranged report covering jobs, filling, workload, closeouts, billing, profit, interpreters, and customers, see everyone's leave balances, and export it as CSV or PDF.
Download a backup of your data
Export archives of your customers, roster, assignments, and Inbox messages whenever you want a copy of your own data.
See who did what in the Audit Log
A permanent record of who changed, deleted, exported or downloaded protected records in your agency, with filters and a CSV download.
Can't find what you need?
Submit a ticket and the OneTerp team will follow up.
