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This page is broken down into the following sections:
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Order status
Shows the status, message, cost, project and contact information. However, since this order was submitted via your website by a new client, there is no information to display and the cost/project must be configured manually. Note that when clicking on the 'Status' itself, both the client and project manager can see the history of the order to know when the order was set to 'In progress' by the project manager but also to see when the deadline has been adjusted by the project manager (if the client deadline could not be met).
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You can enter a message each time you do manual changes in the order status. Additionally, you can decide to notify or not these updates to users who are involved in the request (or who are subscribed to this type of event).
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General details
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Shows the order information including the client, entered reference number, deadline, date received, and language/task information. Since the client is not registered in the system, you will see a message like the one above. Here you can assign the order to an existing client or add them to the system for project creation.
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Document library
Shows all documents the new client submitted as part of the order.
Before a project can be created in the system, you will need to perform a couple of tasks. First, the order must either be assigned to an existing client or the new client must be added to the system. In most cases, the client will need to be added. The steps for doing so are shown in the next section.
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How to manage orders and projects created via the new order form
With the New Order Form, the client is already in the system. Depending on how the new order form is set up, you may have to create a project or simply review the details of an project created directly by the system based on your desired presets.
In the example above, the project is automatically created, a cost is already present, and the order has been attached to the project. The new order form can be a great time saver when your clients regularly submit orders in the system or to your company.
Your next step will be to become the manager of the request and eventually run all activities at project level (dispatching jobs, contacting vendors, etc.)
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