Providers

The Providers tab in the PPM Builder lists the service providers associated with the PPM and allows you to update specific details. You can also review basic provider information before publishing the PPM. Providers are selected in the Sites tab.

View provider information

• Name: Click to update provider details.

• Description

• Assets included in PPM: Number of assets covered by the provider’s contract.

• Contract reference #: Click to navigate to Provider Sites > Contracts > PPM Contracts > PPM Contract Detail to view full contract details.

• Start date and End date: Defines the contract duration.

• Site supplier ID: Unique identifier for the provider at the site level.

• Auto-advance to (status): Specifies the status work orders move to if no action is taken, such as Cancelled, EOL, and Service Complete.

• Open to status: Defines the initial approval status of work orders, such as Assigned or Pending.

Update provider details

1. On the Providers tab, click the name of the provider.

2. In the Update provider values window, update:

   • Contract reference #

   • Reference time & materials contract: Choose No to not use time and materials or Uses labor rates only to only apply labor rates.

   • Start date and End date

   • Open to status

   • Site supplier ID

   • Auto-advance to (status)

3. Click Save.

Publish PPM

1. On the Providers tab, click Publish.

2. In the PPM builder confirmation window, review the PPM template and contract details.

3. Click Confirm.

4. In the Enter change details window, enter:

   • Change type: Select the type of contract modification.

   • Comments: Enter details about the change.

   • Select email for notification of contract changes: Choose one or more who should be notified:

     • Provider

     • Site

     • Specify recipient email

5. Click Save.