This article describes the entire workflow from accepting a booking to the supplier confirming attendance.
- To process a booking, click on the request under New orders to be processed.
- Select the project at the bottom of the page, and click Accept Order.
- A booking request email is sent out to the supplier automatically when an order is accepted, and a job created.
- If the booking request is urgent, it will have been sent out at the time of the client placing the request.
- Supplier accepts the booking by clicking on the appointment, and clicking Accept in the pop up box.
- Once they have accepted the booking, a confirmation email will be sent to them and the client. The clients email will also include the Confirmation Code which they should supply to the interpreter at the booking.
- Users with access to the job bag will also be able to view the confirmation code by viewing the cost details.
At the time of the appointment, the client should provide the confirmation / authorisation code to the interpreter.
- To submit their invoice or claim, the supplier logs into Panacea Software and clicks on the appointment they wish to process.
- They will be prompted to enter their confirmation code and fill in a simple form.
- If they do not have the confirmation code, they can still fill in the form and click on the option Client did not provide confirmation code.
- Click Upload the invoice to upload the file.
- If any additional hours or expenses have been entered, click Recalculate.
- Once completed, click Submit payment request.
If the client did not provide a confirmation code, the job will be forwarded to them for authorisation.