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Adding New Service Providers to Siebel Public Sector

There are several ways of setting up new service providers:

• It is most common for providers to apply to be partners using paper forms. In this case, add them as described in Adding Service Providers Who Apply Using Paper Forms
• If providers apply online to be partners, you can add them in the same way that you add partners in Siebel PRM, as described in Process of Enrolling a New Partner Company.

  NOTE:  If you add service providers using the same process as Siebel PRM, be sure the checkbox in the Service Provider field of the Partner record is selected before you register the partner.

• You can also add service providers from an account. In this case, add them as described in Adding Service Providers from Accounts.
• You can import data about the service provider from another application.

This task is a step in Process of Setting Up New Service Providers.

Adding Service Providers Who Apply Using Paper Forms

In Siebel PRM, individuals and companies typically apply online to become partners. When they register in the Siebel Partner Portal, they add information that is stored in a prospective partner record. When they are qualified as partners, the prospective partner record is converted to a partner record.

Public sector agencies usually receive applications from service providers on paper, not online. If the agency accepts the service provider as a partner, the agency adds the service provider to Siebel Public Sector.

After you recruit and accept applications from service providers in the same ways that you have in the past, using paper application forms, add new service providers using the following procedure.

To add new service providers

1. Navigate to the Service Providers screen, Service Provider List view.
2. Add a new record to the Service Provider list and complete the necessary fields. Some fields are described in the following table.

   Field	Description
   Name	Enter the name of the service provider.
   Status	Select Active. NOTE:  The status must be Active before you can place orders with the service provider.
   Address	Enter the address of the service provider.
   Price List	Select the price list for this service provider. For more information, see Creating Price Lists for Public Sector Service Providers.
   Provider Id	Displays the row Id of the service provider, which is read-only.

3. Create an organization for the partner company:

   NOTE:  For background information about organizations and partner managers for partner companies, see Registering the Partner Company.

   1. Navigate to the Administration - Partner screen, Qualified Partners view.
   2. Query for the name of the service provider that you just created.
   3. With the record selected, click Register.
   4. In the Register Partner view, complete the necessary fields described in the following table, and then click Save.

      Field	Description
      Organization	Select this checkbox to make the partner company an organization.
      Parent Organization	Select the parent organization of the partner organization.
      Partner Manager	Select the partner manager at the public agency for this partner organization.

4. Continue the process of adding the partner company, as described in Process of Enrolling a New Partner Company, performing any needed steps in the process after the step for adding the partner company.

NOTE:  In addition to adding the partner to Siebel Public Sector, as described in this topic, you must add at least one agreement to provide services with the partner before you can work with a partner. For more information, see Adding Agreements with Service Providers.

Adding Service Providers from Accounts

Follow the steps in this procedure to add service providers from accounts.

To add service providers from Accounts

1. Convert a Customer Account to a Service Provider by doing the following:
   1. Navigate to the Accounts screen.
   2. In the Accounts list, select the customer account that you want to convert to a partner.
   3. Select the More Info tab.
   4. In the Account Administration Details section, select the Service Provider option.
2. Create a new service provider. For more information on creating a service provider, see Adding Service Providers Who Apply Using Paper Forms.
3. Register the new service provider, by doing the following:

   NOTE:  For background information about organizations and partner managers for partner companies, see Registering the Partner Company.

   1. Navigate to the Administration - Partner screen, Qualified Partners view.
   2. Query for the name of the service provider that you just created.
   3. With the record selected, click Register.
   4. In the Register Partner view, select the Organization option, and then click Save.
4. Register for a User Id. For more information on registering for a User Id, see Registering for a User ID (Partner Employee).
5. Create a new user for your service provider. For more information about adding users, see Adding Users.
6. Navigate to the Administration Partners screen and find the provider record that you just registered and create a new primary position. For information on creating a new primary position, see Adding Positions.
7. Add the Partner Sales Rep and the Partner Service Manage responsibilities to the new primary position and associate them with the new user. For more information on defining responsibilities, see Defining Partner Responsibilities.