As of Monday morning, February 12, Basic account users of TheRecordXchange will find some significant improvements to their user experience. With the primary focus on the Transcriber’s needs, this new release is intended to:
- Simplify your experience by removing features that are rarely used,
- Streamline the screens to provide you maximum usefulness, without the clutter, and
- Introduce new features that we believe you will really like and help make you more successful.
So, let’s take a look at what’s changed and what’s new.
First, notice that your account home page is now titled “My Jobs”. Work that is assigned to you will still represent Turns on various Projects, but regardless of the type of Turn or the source of your Turn assignments, from your perspective they are really all your ”Jobs.”
The top right menu has been reduced to simply “My Jobs” and “My Connections.” As a free user of the system, you are responsible for performing work (aka Turns) for others within their Projects, not creating or managing your own Projects. You will still have access to the Projects you are assigned to, but now you will simply access the Project by selecting one of your assigned Turns within your list of Jobs. And now you can access your Completed Jobs as well.If you have Projects that you created in the past and still need access to those, let us know and we can make sure you have that access.
My Connections has not changed.You can still send and receive connection requests. And, you will still need to be connected to Project Owners (POs) for them to assign you work.
Active and Completed Tabs
There are two tabs on the “My Jobs” page, “Active” and “Completed.”
The Active tab (see previous image) displays a list of the jobs that you have not yet completed, (or, have not been cancelled by the PO). You can see all the summary information about each job including which PO assigned it to you, the status of the job, the due date and the estimated pages.
By updating your pages typed so far in the “Pages Typed” field in each Turn, the Active tab list will also show you what percentage of each job you have completed.
You can see your total estimated pages and earnings in the top row of the Active tab list. And, you can filter your Active jobs to see anything that is “overdue” or “due today”.
The Completed tab displays a list of all of the Jobs that you have completed (and any that have been cancelled by the PO; any cancelled Turns are included because you may have performed some work prior to a Turn being cancelled and be owed money). You can further filter this list by any one or combination of:
- Date range – See what was completed last week, last month, last year or any time period you wish.
- Project Owner – See all the work you completed for each of your clients.
- Paid/Unpaid – Now you have the ability to keep track of Jobs that have been paid and those which you are still owed.
When you complete a job, that Turn will show up in your Completed jobs list and there will be no checkmark at the end of the row for that job.When you do receive payment, simply go to that Turn by selecting it in the Completed Jobs list and switch the “Paid/Unpaid” toggle to “Paid.”
If you make a mistake; no problem, just switch the toggle back to “Unpaid”.When that Turn has been marked as ”Paid,” you will see a checkmark at the end of the row on that Turn in the Completed list.
So, referring to the GIF image above, imagine you completed a couple of Turns on a transcript Project for a client and you then receive a check or a direct deposit from them paying you for those specific Turns.All you have to do is select that client from your “Project Owner” filter and then select “Unpaid" in the “Paid/Unpaid” filter.Once you apply the filters you will then see a list of Turns for that you have not yet marked as paid from that client.Simply select each Turn in the list that was included in the payment and switch the ”Paid/Unpaid” toggle to “Paid”. Return to the “Completed” tab on the My Jobs page and those Turns will now be marked with a checkmark denoting them as “Paid”.
Using this simple, but effective tool, you can easily keep track of who owes you money and how much.You can also see how much you earned for Turns produced during a certain period of time and how much a particular client has paid you.
For example, the following image depicts that by applying the appropriate filters, transcriber Tiffany can see within the top blue “Totals:” bar that she’s owed $78 from Accurate Reporting for completed Turns:
And in another example, the next image shows that Tiffany was paid $462 by Terrific Transcribing for Turns completed in January:
You can see that by simply applying various combinations of the available filters you now have access to useful information about your Jobs and payments.
We hope you enjoy the new Basic account layout and features and find them to be a notable improvement over the previous version. We welcome any feedback regarding your experience.