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~ Instructions ~
Setting Your Default Views:
An important first step!
Navigating the Portal:
My Account ~ Changing Password ~ My Job Invitations ~ My Jobs ~ Calendar ~ [Job Turn-In (separate video, below)] ~ My Payments
IMPORTANT NOTICE IMPACTING JOB TURN-IN (9.13.23) - Please note that the expert witness drop-down when adding new witnesses is not currently working as intended. If you cannot choose yes/no for the expert witness status, simply put a note in Job Notes under the Order Overview tab.
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Changing Your Password
- Log into the Resource Portal
- Click the Username Drop-Down Menu
- Choose My Account
- Click Settings & Preferences Tab
- Click Change Password Link
- Change Your Password
- Hit SAVE
The HOME Button
Click the HOME button to go back to the MAIN
screen from anywhere in the Resource Portal.
- Click the Job Invitations Tab
- Make Sure View (drop-down, below tabs) is pinned to 'MY OPEN JOB INVITATIONS'
- Click an Entry to View Job Details
- Review the Job Details
- Click Accept or Decline Job Button
- Choose Accept or Decline in Drop-Down
- Click Next Button
- Accepted Jobs Will Move From JOB INVITATIONS to MY JOBS
- Click the MY JOBS Tab
- Make Sure View (drop-down, below tabs) is Pinned to 'MY JOBS'
- Click on a Work Order Number to Go to Job Details
- Here You Can Review Your Scheduled Job
- Download Your Notice
- View Job Location / Get Directions via Google Maps
- Coming Soon: Access Your Remote Job Link
- Download / Print Your Job Sheet
- Click the CALENDAR Tab
- The Calendar Will Default to MONTH VIEW
- Entries are Color-Coded by Job Status (Scheduled, Canceled, Completed, Other)
- You Can Also Choose List View, Week View, or Day View
- Click a Calendar Entry to Go to Job Details
- Click the PAYMENTS Tab
- Make Sure View (drop-down, below tabs) is Pinned to 'MY PAYMENTS'
- Click a Payment Number to View Details
- COMING SOON: The Work Order Column Will Populate
- Review Payment Details
- Click Related Tab to View Line Items
- Click View All for Additional Line Items and/or Further Details