Bulk Offering allows you to offer multiple Jobs in a single action by email. Note that this process will offer to the default eligible interpreters on the Job only.
Note: for Service locations that use the ‘Remote’ flag, i.e. this is not a physical address for Video/Phone Bookings, the Proximity Search will automatically be disabled and the same is the case for the Bulk Offer process.
Navigate to the ‘Manage Jobs’ page using the ‘Home’ menu or the ‘Quick Links’ on your Dashboard. Firstly, you will want to filter for the Jobs that you would like to offer:
- Filter Jobs by typing a value at the top of any column or using the drop down menus where present, for example all Open Jobs; by default Offers will only be sent on Jobs in a New, Open or Offered status (Note that there is a Reset Columns button which will allow you to add to or change the data that is presented and similarly filtered)
- Use the Filter function to select a certain date or date range
- Use the Custom Filters function to build and save a host of your own custom filters based on many parameters such as Job Status, Language, Customer, Consumer, dates etc.
- Alternatively you could use the New Jobs tab on the ‘Manage Jobs’ page
When you have filtered for Jobs to be bulk offered:
- Select the All jobs (with current filters applied) checkbox at the top of the table
- Note also the pagination at the bottom of the grid, if you wish to select more records than are currently displayed on the page, you will need to increase the number of records displayed on the page using the dropdown menu, otherwise you will need to repeat the bulk action on each page of records
- Click on the Bulk Actions button
- Select Send Offers
- You will receive a pop up to confirm the action and the number of Jobs that will be Offered, followed by a success message when you Confirm Send
By refreshing the page you should see that there are no Jobs remaining (if filtering by Open Jobs only) or that all selected Jobs are in Jobs status, depending on how you are filtering the data.
Note that if any Jobs remain in New or Open status this indicates that Offers could not be sent as there were no eligible Interpreters available for the Job. You will need to manually edit such Jobs and try toggling the filters to see if any eligible Interpreters can be found (see Offering & Assigning Jobs).