Manual of the Contractor

MANUAL OF THE CONTRACTOR

Index

  1. Introduction
  2. Access to the Platform
    • Account creation
    • Login
    • Password recovery
  3. General Navigation
  4. Ticket management
    • Assignment of Cases
    • Correction Studies
    • Payment for Services Rendered
  5. Follow-up of Cases
  6. Notifications and Communications
  7. Resolution of Common Problems
  8. Support and Contact

1. Introduction

Welcome to the platform of management of contractors. This manual will guide you through the use of the system to manage your assignments, corrections, studies, and payments for services rendered. The platform allows contractors to receive cases, to send corrections, and manage your payments efficiently.

2. Access to the Platform

2.1 Account Creation

To use the platform, you must be registered. If you don't yet have an account, please contact the office for access. Once registered, you will receive an email with your login credentials.

Creation of Account

2.2 Login

  1. Visit the portal for contractors and enter your credentials.
  2. If you activated the authentication in two steps, you will receive a verification code in your email.
  3. Enter the code and access your account.
Start of Section

2.3 Password Recovery

If you forgot your password, use the option of "Recover Password" and follow the instructions sent to your email address.

Recover Access

3. General Navigation

When logged in, you will have access to the main panel where are shown the following sections:

  • My Tickets: A list of assignments and requests for correction or payment.
  • New Ticket: Option to send a correction or payment request.
  • History: Record of all previous interactions.
  • Profile: Area to update your data and payment methods.
  • Help center: Go to frequently asked questions and support documentation.

4. Ticket management

4.1 Assignment of Cases

When you are assigned a case, you will receive a ticket with the following information:

  • Case number
  • Customer name
  • Access to the Entries

Process:

  1. Enter the ticket from the panel.
  2. Download the relevant information.
  3. Performs the investigation and send the report.
  4. Attach relevant documents if necessary.
  5. Mark the ticket as "Completed" once the study is completed.
  6. Awaiting confirmation of review before the final closure.

4.2 Correction of Studies

When requesting a correction, you will receive a ticket with the following fields:

  • Number of Farm or Property
  • Date of issue
  • Customer name
  • Type of Error and Corrections
  • Description of the Error Detected
  • Person Requesting the Correction
  • Deadline for the Correction

Process:

  1. Check the description of the error.
  2. Performs the corrections required.
  3. Attached the corrected document.
  4. Add additional comments if necessary.
  5. Mark the ticket as "total Correction" and then wait for the validation.
  6. If the correction is approved, the case will be closed.

4.3 Payment for Services Rendered

When you finish an assignment, you can request payment via a ticket with the following fields:

  • Method of Payment
  • Description of the Service
  • Net Pay
  • Payment status
  • Estimated date of Payment
  • Number of Payment Confirmation
  • Additional Notes

Process:

  1. Enter the payments module and create a new ticket.
  2. Fill up the required data.
  3. Attach invoices or supporting documents if necessary.
  4. Sends the request and waits for the confirmation.
  5. Once the payment is processed, you will receive a receipt with the transaction number.

5. Follow-up of Cases

  • Slope: Case assigned, but not yet worked.
  • In Process: Contractor has begun work on the case.
  • Completed: The report has been submitted and validated.
  • Correction Requested: It requires additional review.
  • Pending Payment: Has requested the payment, but has not been processed.
  • Paid: The payment has been completed and confirmed.
  • Closed: Case completed without additional requirements.

To query the status of a ticket, go to the portal and look for the section "My Tickets".

6. Notifications and Communications

  • You will receive notifications by email when you are assigned a case, request a correction or approval of the payment.
  • You can communicate with the office via the internal chat or responding directly to the tickets.
  • All notifications are recorded in the system for future reference.
Communication Internal

7. Resolution of Common Problems

I can not access my account

  • Check you are using the correct credentials.
  • If you forgot your password, use the recovery option.
  • Contact support if the problem persists.

I don't see my tickets assigned

  • Make sure you are in the section "My Tickets".
  • Check to see if you have any filter enabled.
  • If the problem persists, contact support.

My payment has not been processed

  • Verifies that the ticket payment is in the status "Approved".
  • If you have spent more than 5 days from the approval, please contact the office.
  • Check if there are missing documents or errors in the application.

8. Support and Contact

If you need help, you can contact the support team via: 📧 e-Mail: info@estudiodetitulo.net
📞 Phone: (939) 437-0091
🌐 Platform: estudiodetitulo.net

Service to the Client and the Contractor

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