Reference fields may be configured at the Company- or Customer-level; be flagged as required or left optional; and may be configured by Service Type.
For any service, references can be configured to collect information at the time of the on-demand request or Job creation, or to be collected at closing or end of a call by the interpreter.
Information can be collected prior to On-Demand Video and On-Demand Voice calls by configuring references for those service types. The selected references will then appear on the Requestor Intake Form. This functionality will appear on the portal and the mobile application.
NOTE: By default, only References set up prior to February 2023 will automatically appear on the On-Demand Intake form. You may manually select those previously defined References you wish to appear.
Configuring Reference Fields
- To enable/disable a Reference, select the edit icon to the right of the Reference.
- Company level reference fields are created via Admin>Company>Configuration, then scroll down to References.
- Customer level reference fields are created via Admin>Customer, then scroll down to References.
- You may choose to mark the Reference as “Required;” a red asterisk will appear next to that Reference on the form. You may also leave the field optional to the Requestor.
- Click the edit icon for a Reference and Select the Services tab on the Configuration page to choose OPI (On Demand) and/or VRI (On Demand). You may also check the Enable All Services box if this reference applies to all services for your agency.
- To select multiple services, hold down Ctrl and click with the mouse pointer on each item.
- For any newly created References, Enable all Services will be flagged by default, therefore those References should be configured as appropriate (for example, switching “off” for a service type that does not require it).
Videos
Service Type Specific Reference Fields for On-Demand Jobs
Collect at Closing Reference Fields for OPI On-Demand Jobs