The client can then keep track of their bookings by navigating across the different tabs on the Ordering page. The order in which the tabs are shown reflects the order of the workflow. 


Pending Authorisation

  • This tab is only relevant to clients which require authorisation of their order by a member of their organisation. 
  • This means the order must be approved by the client's organisation before it progresses to the T&I team. 
  • If the request is accepted, the job will move in to the Pending tab.
  • If the job is rejected, you can view the job in the Rejected tab. 


Pending

  • Jobs in the Pending tab are awaiting acceptance by the T&I team. 
  • If the job is accepted by the T&I team, the job will move to the In Progress tab.
  • If the job is rejected, the job will move to the Rejected tab. 
  • At this stage, the client is able to delete their order by clicking the Remove button. This is useful if a mistake has been made in the details of the order. To amend the changes, you will have to Remove the order and re-order it again through the Client catalogue.

NB: If the order is beyond the Pending tab the client can no longer make changes to the order themselves. Any amendment requests must be directed to the T&I team. 


In Progress

  • This tab shows you all of your jobs which have been accepted by the T&I team.
  • The table of jobs display the job number, job title and delivery date. 
  • There is a search bar where you can type in the job title or number to find a specific job. Alternatively, you can click on any of the three table headings to order the jobs.
  • You can send the PM a question regarding a job:
    • Select the relevant job, on the top bar above the job, you will see a button labelled Nudge - please click. 
    • Select the Project Manager (under Recipient). Within the Nudge Question field, please type in your query and then click +Nudge. The PM will then be notified that you have asked a question.

  • Additionally, you may can view further details of your confirmed booking(s) by clicking on the job title, this opens up the Job Summary page which includes important details such as the Authorisation code, which the client will need in order to confirm the booking with the interpreter upon arrival of the appointment.
    • This also includes an option to share details via your preferred method of communication of all information shown below Confirmed Booking(s):
          

Completed

  • This tab shows you all of your completed jobs.
  • You also have the option to re-order jobs by clicking on the Re-order button next to the job.


Rejected

  • This tab shows you all of your orders which have been rejected.
  • You can see the details of the rejected job including the job title, reason for rejection and name of the person who rejected the order.