Managing Service Providers

Service Provider Roster Page

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Manage service providers that includes reviewing and updating service provider information.

Maintain Service Provider Page

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Maintain service provider information.

Manage Time/Expense Sheets Page

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View timesheet history.

Service Provider Roster Page

Provider Contact

Select a provider contact whom you want to include in the search results. If you leave the field blank, the system displays information for all service provider contacts in the organization.

Account Status

Select an account status on which to base the search. Statuses include:

Active: Select to include only active service providers.

InActive: Select to include only inactive service providers.

Pending Registration: Select to include only those service providers who are pending activation. New service providers added by the service provider contact during bid submittal using the New Candidate page are initially created with this status.

Service Provider

Select the service provider for whom you want to search.

Add Service Providers

Click to access the Maintain Service Provider page, where you can add service providers. This link is available only if the user has the SP_ADD_SERV_PROVIDER role action.

Person ID

Click to access the Maintain Service Provider page, where you can review and update service provider information.

Click the Timesheet History button to access the Manage Time/Expense Sheets page, where you can view the history for a service provider timesheet.

Person Type

Displays the type of role that the person performs. Values include:

Service Provider: This is the standard person type for a service provider and is the status automatically assigned by the system when the provider is created.

Service Provider/Coordinator: Only those service providers who have also been given a service coordinator role will have this person type.

Person Status

Select a value to indicate the status of the service provider. Values are Active, Inactive, and Pending Registration.

Job Title

Enter the classification of the position. The value appears by default from the service attributes, if it has been defined.

Personnel Status

Displays the service provider's nonemployee status.

Employee ID

Enter the identifier for the employee.

Country

Select a country code. The Service Provider Identification grid contains additional information that you use to identify a service provider. When you select a country code, the identifiers specific for that country will be available for selection, along with any applicable noncountry-specific identifiers. For example, a Social Security number (SSN) would be applicable only for the United States. You use service provider identifier information for eligibility validation when eligibility tracking is enabled for a business unit.

Identifier (ID)

Select a type of information to use to uniquely identify a person. This information, such as a driver's license or passport, can be used to verify the service provider during the bidding process and work order creation.

Value

Enter a value for the identifier. For example, if you selected to use a phone number as an identifier, then you would enter the number in this field.

Service Provide Information

Click to access the Service Provider Information page, where you can view and update additional provider information details.

Phone and Email Details

Click to access the Phone and Email Details page, where you can view and update contact information for the service provider.