Guides/The expert workspace

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The expert workspace

How an expert firm works in MoniDoseQMS: take on requests, send quotes, work inside a client's system with the access they grant, and invoice the hours.

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How an expert firm works in MoniDoseQMS: take on requests, send quotes, work inside a client's system with the access they grant, and invoice the hours. For regulatory expert firms: requests, quotes, client access, time and invoices.

What you'll see

1
The firm's dashboard: new requests, active work, clients and unbilled hours.
2
Engagements: every client request, who it is assigned to, and its status.
3
Accept or decline a new request, or hand it to a colleague.
4
Quotes: price the work and send it to the client.
5
A quote holds the scope, the price and its validity. The client accepts it in their own system.
6
Each client decides which areas you may open, at what level, and until when.
7
Opening an area starts a recorded session in the client's system. The red banner shows whose system it is.
8
You work on their real records, as far as they allowed.
9
Leave the client's system with one click.
10
Time & Billing: log your hours against the engagement as you go.
11
Invoices are built from the logged hours and sent to the client.
12
Our Team: the firm's experts and their workload.
13
The firm profile is what manufacturers see in the expert directory.

The screens show sample data for fictional companies. Captions are on screen and available as a CC track.

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