Nudges can only be sent to users that have logins. When you have been sent a Nudge you will receive a notification within Panacea; depending on your Notifications settings you can also receive an email when you have a new notification.
When responding to a Nudge you can say "Yes" or "No", add a note with extra detail if required and attach documents that are viewable to both parties.
For Clients
Sending the PM a question regarding a job:
- Client Interface > Ordering > In Progress, and select the relevant job.
- On the top bar above the job, click the button labelled Nudge.
- 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.
To view your Nudges correspondence:
- To view all your out-standing Nudges, please click Nudge > View.
- To send a nudge to a PM, click +Create.
How to cancel a booking (via Nudge):
To cancel an Interpreting appointment or a Translation booking within Panacea Software using Nudges. Please follow the below steps.
Login to Panacea and head to Client Interface > Ordering > In Progress, and 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 request to cancel the appointment/booking and a reason as to why. Then click +Nudge.
The Project Manager will then be notified that you have requested to cancel your appointment, and will do so accordingly.
Once your appointment has been cancelled, you will receive a notification stating they have approved your request to cancel - as well as an email confirming this.
If you respond to a Nudge from your View > Nudges screen, this will remove the notification from your Bell icon.
In the View > Nudges screen you have the option to filter your nudge view to suit your preference. Click Save Filters to make this your default view.