Managing consulting work
Location: Consulenza. Authorized staff see expert actions. Experts access assigned engagements under server-side checks.
States
| Portal state | Meaning |
|---|---|
| Preventivo pronto | Archive counted and quote available |
| In attesa di presa in carico | Customer confirmed and credit is reserved |
| Analisi in corso | Expert accepted and cost was recorded |
| In attesa di informazioni | Engagement paused pending clarification |
| Report disponibile | Delivery recorded and file available |
| Non accettata | Engagement rejected through the supported flow |
Assign and accept
Open the engagement, review materials and use Assegna esperto when needed. Prendi in carico accepts the work and charges the reserved credit. Non accettare follows rejection of an engagement not yet accepted.
A visible action does not replace checking that the expert is suitable and authorized for the materials.
Calls and information requests
Publish availability through the supported slots. After acceptance, the customer can book a slot with the assigned expert. Use Link videochiamata to record the call URL.
Use Richiedi informazioni to clearly describe missing information. State changes and deadlines feed authorized notifications.
Deliver the report
Upload a supported report file, such as PDF or Markdown, and complete delivery. Check that the customer can download it and that date and state are updated.
The operational delivery rule is within five working days of acceptance. Codebases are deleted 30 days after delivery; reports remain for one year. Do not use the service as permanent customer source-code storage.