View and Save Contractor Datafiles provide a detail view of invoice contents

This Tab allows and operator to view the contractor datafiles there are two default datafiles available.

  1. Contractor Activity Data.
  2. Contractor Activity Not Invoiced.

Both datafiles have standard column set and a second dynamic set that are configured through Datafiles Columns management screen. Other datafiles can be configured to be available from this tab through the settings on the Invoice Type.

Contractor Activity Data

This datafile is used to show a details view of the appointments included in the later invoice and this file is sent when the finalized invoice is emailed to the recipient.

By Appointment

This Activity datafile is configured to provide a product summary by appointment, under each appointment the products are listed and subtotal by product type.

By Question Block

This Activity datafile is configured to provide a product summary by question block it includes the breakdown by appointment and append extra columns to list products by their block relationship. It also include any tags that are linked at that block. Manual products will not be included in block summary but are in the appointment breakdown.

Contractor Activity Data Not Invoiced

This datafile is used to show appointments that not been included in either the current invoice or the past invoices. It is intended to show the recipient their work not processed.

The datafile shows basic appointment details and includes a product breakdown by appointment also included are number of columns that help identify a reason for delay.

Eligible For Invoicing If no value the appointment has problem which needs to be fixed, if yes the appointment is ready for invoice an operator can move the appointment if appropriate.
Paperwork Status The value of the paperwork status flag of an appointment, often this blocking to invoice eligibility.
Address Validation If the address is not valid, a bad address can block invoice eligibility an operator can investigate and resolve.
Invoice Not Eligible Tags These tags block invoice eligibility and help provide feedback on why processing is not possible.

Which Status to choose?

The Contractor Datafiles Tab is used to view appointments after a submission has finished and this why their are only two available status:

  1. Ready for Invoice - return appointments ready in the invoice week but not included in a finalized invoiced.
  2. Invoiced - Return appointments in finalized invoice in the invoice week.

View a Datafile.

  1. Navigate to the Contractor Datafiles Tab, you need to select and invoice type and invoice week.
  2. Select from the left navigation bar any Invoice Filters e.g if only want process appointments with a desktop audit an operator can select the filter ‘Audit (Pass/Waived/Not Required)’.
  3. Select a Fieldworker or Agent from the left navigation bar or skip this step to view a file for all recipients in the week.
  4. Select the Datafile from the dropdown called Datafile Type.
  5. Select the Status from the dropdown.
  6. Click the View Datafile Button.

If the button can not be clicked it is likely you have selected two datafiles an operator can only view a single datafile but can download many, remove the second datafile and try again.

Download a Datafile.

  1. Navigate to the Contractor Datafiles Tab, you need to select and invoice type and invoice week.
  2. Select from the left navigation bar any Invoice Filters e.g if only want process appointments with a desktop audit an operator can select the filter ‘Audit (Pass/Waived/Not Required)’.
  3. Select a Fieldworker or Agent from the left navigation bar or skip this step to view a file for all recipients in the week.
  4. Select on or more Datafile(s) from the dropdown called Datafile Type.
  5. Select the Status from the dropdown.
  6. Click the View Download Datafile Button.
  7. Save the zip archive to a local folder.
  8. Navigate to the local file and open the zip file.

A Datafile will download as either a Excel file or CSV (Comma Seperated Values) depending on its configuration however both can be opened in excel.

Download Forms/Filepacks.

  1. Navigate to the Contractor Datafiles Tab, you need to select and invoice type and invoice week.
  2. Select from the left navigation bar any Invoice Filters e.g if only want process appointments with a desktop audit an operator can select the filter ‘Audit (Pass/Waived/Not Required)’.
  3. Select a Fieldworker or Agent from the left navigation bar or skip this step to view a file for all recipients in the week.
  4. Select one Datafile(s) from the dropdown called Datafile Type.
  5. Select the Status from the dropdown.
  6. Click the Download Forms.
  7. Save the zip archive to a local folder.

If the button can not be clicked it is likely you have selected two datafiles an operator can only download the forms/packs of single datafile, remove the second datafile and try again.