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Portal Jobs

Portal Jobs is the review queue for portal ingest. Open Portal Jobs in the sidebar, check the suggested customer, site, and job type, then mark Correct or Incorrect. Path: /portal-jobs

Owned follow-through lives on Cases

Cases (/cases) are for investigations and account work with an Assigned Team. Portal Jobs is the ingest review list.
Each portal ingest attempt writes a Case of type job_extraction. Work orders and purchase orders can become jobs. Variations, quote decisions, quote requests, status updates, and invoice-only notices stay on existing work.

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Browse Portal Jobs

The list opens on Awaiting evaluation.
  1. Open Portal Jobs in the sidebar.
  2. Choose Awaiting evaluation, Correct, Incorrect, or All.
  3. Search, open the filter panel, and Load more as needed.
  4. Open a record at /portal-jobs/:caseId.
Filters cover pipeline status, document type, portal, and review flags. On desktop the list can use a table. On a phone it uses cards. Use Overview (/portal-jobs/overview) for match scores and trends. Refresh updates the figures.

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Work a record

The header shows the portal, the work-order reference, a one-line situation, pipeline status, and whether you have already marked it. Typical pipeline labels:
  • Matched automatically — customer, site, and type matched with high confidence
  • Needs review — something could not be matched with certainty
  • Lifecycle event — an update to existing work
  • Couldn’t process — the document could not be read reliably
When a job was created from the match, the header says so. Linked jobs and contacts on the evidence panel open the usual Connect records.

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Mark the outcome

  1. Read the situation line. It tells you what to check.
  2. Confirm or correct the suggested customer, site, and type.
  3. Choose Correct or Incorrect.
  4. For Incorrect, add a comment so the office can see why.
The queue then moves the record to Correct or Incorrect. You can still add comments after you mark it.