Define Service Providers

You must add service providers to your environment before you can use them in your plans. Which service provider types you can add to your plans depends on your customer type.

The supported service provider types include Sponsors and Contract Research Organizations (CROs). If you are a sponsor, you can add CRO provider types to your plans. If you are a CRO, you can add sponsors.

1. From the Maintain menu, select Service Providers.
2. On the Service Providers screen, click the New button.
3. On the Create Provider screen, in the Service Provider Information section, enter the provider name, select the type from the Provider Type drop-down list, and add a description.
4. From the Billing Rates Currency drop-down list, select the currency for the hourly billing rates associated with this service provider.
5. From the Back-Office Billing Rate Location drop-down list, select the country in which these tasks usually occur for this provider.

   The back-office billing rate location determines the default billing rates for tasks that are centralized or conducted at a central location.

   For example, if this provider is headquartered in the USA, but conducts all of its data management, biostatistics, and medical writing tasks in India, choose India for the default back-office billing rate Location.

   Note:

   You can override the billing rate location for any specific task on the Assignment tab or in the Task Manager when you create or edit a plan.
6. Click Save.