Provider Organizations

The smart table includes the following columns:

• Provider Organizations: Displays name of the provider organization
• Description: Description of the provider organization
• Location: Location of the provider organization (city and country)

Create new contractor organization

To create a new organization, select the New button at the bottom of the smart table and complete the New Provider Organization form .

• Organization Name: Required free text field
• Description: Required free text field
• Parent: Select the magnifying glass and make the selection in the generated pop-up
• Provider Type: Drop-down with options Internal or External

Once the user has completed the information on the form, select the Save button.

Contractor Organization Summary

Once the provider organization has been created, it will be listed in the Provider Organizations table.

Selecting a provider organization from the smart table will send the user to the provider organization Summary page. This page will display the providers that are associated with the organization and a summary of the work orders in each status.

After clicking on the name of the provider in the grey header of the column, the user will be navigated to that provider's Summary page (Service Providers tab > Provider Sites > (Select a Provider) > Summary).

After selecting a number in red in the Total column, the user will be sent to the All Work Orders table, which will display the list of work orders in the status selected on the Summary table (Service tab > All Work Orders).