Service Provider Setup

Service providers enter cases and fulfill work orders. By maintaining records on service providers, you can also track customer satisfaction regarding each service provider. For example, a service provider can be a consultant on a case, a technician on a work order, or an authorized dealer. Set up service providers in the address book.

Note: For CAM, you must set up all users of work order programs to be service providers to ensure that they can enter work orders. The only required field on the Service Provider Revisions form is Time Zone. The remaining fields apply to the Service Management system.For Service Management, you must set up all users of work orders, contracts, or cases to be service providers.