Scheduling Platform

1. Click on the link to our Login screen
2. Enter your User Name (email address)
3. Enter your Password
4. Click Login to Salesforce

1. Click the Accounts tab
2. Select My Accounts view and click Go!
3. Locate and open the exact location/department if applicable
4. Click Create New Job
5. Complete the New Job form
6. Click Save
7. A Job Number is automatically generated for your record

1. Click the Jobs tab
2. Select the “My Upcoming Jobs” view
3. You may sort the jobs in any order, by clicking on the column heading.
4. Review the columns at a glance for a quick status
5. To view the job details, click the job number
6. To make any changes, click Edit
7. Make any necessary changes
8. Click Save

1. Locate and open the existing job
2. Double click Job Cancelled checkbox (in the Job Information section)
3. A window will pop-up, checkmark Job Cancelled
4. Select Reason For Cancellation
5. Click Ok
6. Double-click the Cancelled By field and enter your name
7. Double-click the Cancellation Date/Time field and click Today
8. Click Save

1. Click the Jobs tab
2. Select the “My Upcoming Cancelled Jobs” View
3. You may sort the jobs in any order, by clicking on the column heading.

1. You may search jobs by entering any information:
   • Job #
   • Reference Number
   • Client / Patient Name
   • etc.
2. Using operators like “AND” & “OR” can help you find the job(s) you need

1. You may receive your confirmation via:
   • Email (preferred)
   • Fax
   • Phone
   • Online
2. Sample Email Confirmation

Subject: J-XXXXX: Interpreter Assigned

Dear DEMO Customer,

This is a confirmation that an interpreter has been assigned to:

JOB #: J-XXXXX

CUSTOMER:   ABC facility – XYZ branch
ADDRESS:   12345 NE 67th St, Anytown, USA

Date: 1/2/2015
Arrival Time: 10:00 AM
Departure Time: 11:00 AM
Reference # (customizable) :
Language: Spanish
Interpreter: Jane Doe, Female

1. Locate and open the existing job
2. Enter Actual Start (Arrival) Time
3. Enter Actual End (Departure) Time
4. Click Save

1. Click the Jobs tab
2. Select the “My Past Jobs” View
3. You may sort the jobs in any order, by clicking on the column heading.

1. Locate and open the existing scheduled job
2. Scroll down to the Feedback On Interpreter For This Job section
3. Click New Feedback
4. Fill out the Feedback Form
5. Click Save

1. Click Contacts tab
2. Click on your name to open your profile
3. Click Edit
4. Make changes
5. Click Save

Our HIPAA compliant Scheduling Platform is built via Salesforce CRM, a robust and secure architecture trusted by companies around the world, including those in the most heavily regulated industries — from financial services to healthcare and government. Org Security, User Security, Programmatic Security, Trust and Visibility — it all comes standard so you don’t have to worry about it.