Jobs: offer work to panel members
Create a job, offer it to the best-fit panel member, and they accept or decline in their iComply account, then mark it complete with a note and photos.
1 min readLast updated
Applies to: Provider Vetting · Admin, Providers
Jobs are maintenance and minor works you offer to panel members. Every offer, answer and completion is kept, so you can see turnaround.
How to create and offer a job
- Step 1: Open Vetting, then Jobs.
- Step 2: Under New job, enter What's the job?, Details, Trade, Priority (Low, Normal, High or Urgent) and Due.
- Step 3: Choose a Site (optional), or enter the Client, Region and Location (when not on a site). Choose a Panel (or Any active panel).
- Step 4: Select Create job. It gets a number (JOB-2026-001 and so on).
- Step 5: Under Who could take it, members are listed best fit first: those who can be offered work today, covering the trade and region, then by rating (12 months) and how many jobs they have on now.
- Step 6: Select Offer next to the one you choose. One offer at a time.
What the provider does
- They select Accept the job or Decline (with a reason) in their iComply account. A decline puts the job back to Not allocated.
- When it's done they select Mark complete with a note and up to 6 photos.
What you can do
- Withdraw offer (with a reason) while it's offered or accepted.
- Record it as completed yourself with a note and photos, then Mark completed.
- Cancel job (with a reason) before it's finished.
- Once it's completed, rate it: see Performance ratings.
What happens next
- Panel coordinators and the job's creator are emailed when it's accepted, declined or completed.
- The overview flags jobs not allocated, jobs past their due date and offers waiting more than 2 days.
- Turnaround · last 12 months shows offers, the accept rate, hours to answer, days to complete and how many were on time, for everyone and each provider.
Limits
Up to 6 photos with a completion, 10 MB each. Download jobs as CSV.