Associate Provider

Define who can provide services based on asset type, preferences, or viewing permissions. For example, add a provider based on expertise in specific asset categories or as a backup option for work orders. When creating a work order, if you select a category, subcategory, or problem type that matches the provider’s expertise, this provider appears as an option in the Service provider field.

Prerequisites

Your administrator might need to give you permission for you to add providers.

Types of association

The types of association define how the provider associates with the assets. The options are:

  • Preferred: Marks the provider as the primary option for handling work orders.

  • 2nd preference and 3rd preference: Assigns further preferences in case the preferred provider is unavailable.

  • Non-preferred: Associates the provider but marks them as a lower priority for selection.

  • Warranty: Indicates that the provider is responsible for warranty-related issues on the assets.

  • Asset view only: Allows providers to view specific assets but prevents them from being selected when creating a new work order.

ClosedAssociate individual provider

Associate an individual provider with a site to handle specific asset categories. You can select only one category, subcategory, and problem type when associating a service provider. To add multiple options, use a group provider.

  1. On Sites, select a site.

  2. Click Providers on the toolbar.

  3. Under the Asset category providers section, click New.

  4. Complete the following:

    • Service provider: Choose a provider from the list.

    • Category: Select the asset category the provider handles.

    • Subcategory: Refine the category for more specific asset types.

    • Problem type: Select the type of issue the provider can address for the associated asset.

    • Association: Define how the provider associates with the assets.

  5. Click Save.

ClosedAssociate group provider

Associate a group provider to multiple asset categories, subcategories, and problem types across different sites, allowing a provider to handle services for a broader range of assets. You can also relate the providers to many affected sites, not only one. The information reflects on Sites > Providers.

  1. Go to Admin > Group Provider Associations.

  2. On Provider associations - trade/category, complete:

    • Operation:

      • Create service association: Add a new service provider association.

      • Remove service association: Remove a specific service provider association.

      • Remove all associations: Remove all associations for the selected provider.

      • Replace service provider association: Replace the existing provider with a new one for the selected category.

    • From service provider: Select the current service provider.

    • To service provider: Select the new provider to associate.

    • Association level: Define how the provider associates with the assets.

      • Category: Select the asset category the provider handles.

      • Subcategory: Refine the category for more specific asset types.

      • Problem type: Select the type of issue the provider can address for the associated asset.

    • Type of association: Define how the provider associates with the assets.

  3. On the Select association action section, choose one:

    • Change any existing preferred providers to non-preferred: Downgrade existing preferred providers for the selected category to non-preferred status.

    • Remove any association to that provider at that site: Remove all associations to the provider at the site level.

  4. Click Create association.

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