17. Support providers

17. Support providers


Support provider records are used to determine which organisation provides particular services and capture additional information about the organisation.

Support providers list

The Support providers option in the explorer displays a list of all the support provider records in the system.


Adding a new Support provider

After clicking the Add New Support provider button a blank form is displayed to allow the entry of the new provider’s details.


The mandatory fields that need to be completed before you can save a new provider will depend on your specific system configuration.

Item

Details


Displays a list of all addresses that match the entered postcode

Business address

If the postcode lookup identifies the selected address as a business, then this field is set automatically


Displays a map showing the properties location. This is only available if the address has been completed through the address lookup function

Associated teams

Displays all teams associated with this provider

Users need to be assigned access to any Teams that are associated with Service providers to be able to view their services in the Service list

Services

Displays all services provided by the provider.

New services can be created by clicking on 

Actions

All Actions assigned to the provider are displayed on this tab.


Actions are displayed based on their Group. 


Item

Details


Edit the Action/Alert


Refreshes the list to include any updates that have occurred


Filter the list to show a different selection

Files

All files stored against the provider and any of it's services are displayed on this tab. 

Further details on the functionality can be found in 24. Files. 

History

All history related to the provider is displayed on this tab. 


Item

Details


Jump to a specific month


Filter the list to show a different selection of events





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