Inactive Invitation Statuses
The statuses of inactive invitations are:
You may also view associated details for each inactive invitation; the details are the same as for active invitations, except that the profile completion information is available only for active invitations.
You can perform various actions on inactive invitations, such as:
| Anchor |
|---|
| ChangeExpDate |
|---|
| ChangeExpDate |
|---|
|
Changing Expiration Date
After an invitation expires, you may extend the expiration date to allow the service provider more time to respond. Note that changing the expiration date does not alert the service provider; we recommend sending a custom message to the provider notifying that the expiration date has been extended.
| Note |
|---|
You cannot change expiration date for an Accepted invitation, since the service provider was accepted into your network. |
| Panel |
|---|
| bgColor | #F9F9F9 |
|---|
| titleColor | #0e3367 |
|---|
| titleBGColor | #EAEAEA |
|---|
| borderStyle | none |
|---|
| title | ⦿ How to Change the Expiration Date |
|---|
|
- On the Compliance Summary page, hover your mouse over the Contractors tab, and then in the list of options displayed, click Invitations. The Active Invitations page appears.
- In the top-left section of the page, click Inactive Invitations. The Inactive Invitations page appears.
- Check the box next to Expired under Status in the Filters section.
- Check the boxes next to the desired invitations, or check the box next to Apply to all in the top-left section of the main pane to select all invitations.
- In the top-middle section, open the Actions for selected invite drop-down list, and then click Change Expiration Date.
 Image RemovedThe Change Expiration Date pop-up window opens. - Select the new date.
- Click Save. The action summary appears. The invitations are now listed in the Active Invitationspage.
- (Optional) Click Details to review whether the expiration dates were modified for all selected invitations.
- Click Close.
| Note |
|---|
Service providers are not notified when you change the expiration date. You can send them a custom message notifying that the expiration date has been extended- Invite Details page of the desired provider, click Extend.
- In the drop-down list that appears, select the needed option:
- Click Submit.
 Image Added
The Expiration Date has been updated. |
Alternatively, you can extend the invitation expiration period from the Invitation History page. You can select multiple invitations to take action in bulk.
| Panel |
|---|
| bgColor | #F9F9F9 |
|---|
| titleColor | #0e3367 |
|---|
| titleBGColor | #EAEAEA |
|---|
| borderStyle | none |
|---|
| title | ⦿ How to Change Invitation Date for Multiple Providers |
|---|
|
- On the Invitation History page, select the providers for whom you want to extend the invitation period.
- Click Actions.
- In the drop-down list that opens, click Extend Expiration.
- Select the needed option:
- Click Submit.
The Expiration Date has been updated.
|
Exporting Inactive Invitations
You can export inactive invitation data for your personal use.
| Panel |
|---|
| bgColor | #F9F9F9 |
|---|
| titleColor | #0e3367 |
|---|
| titleBGColor | #EAEAEA |
|---|
| borderStyle | none |
|---|
| title | ⦿ How to Export Inactive Invitations |
|---|
|
- On the Compliance Summary page, hover your mouse over the Contractors tab, and then, in the displayed list of options, click Invitations. The Active Invitations page opens.
- In the top-left, click the Inactive Invitations link. The Inactive Invitations page appears.
- Check the boxes next to the desired invitations, or check the box next to Apply to all in the top-left section of the main pane to select all invitations.
- In the top-middle section of the main pane, open the Actions for selected invite drop-down list, and then click Export Invitations. A pop-up window appears.
- Click Download. The details of inactive invitations, such as sent and expiration dates, contact details, and requirements completion is downloaded to your deviceInvitations History page, select the providers for whom you want to export the invitations.
- Click Actions.
- In the drop-down list that opens, click Export Invitations.
- Click Download.
|
Deleting Invitations
You can delete inactive invitations should you want to clean up your invitation history.
| Panel |
|---|
| bgColor | #F9F9F9 |
|---|
| titleColor | #0e3367 |
|---|
| titleBGColor | #EAEAEA |
|---|
| borderStyle | none |
|---|
| title | ⦿ How to Delete Invitations |
|---|
|
- On the Compliance Summary page, hover your mouse over the Contractors tab, and then in the list of options displayed, click Invitations. The Active Invitations page opens.
- In the top-left, click the Inactive Invitations link. The Inactive Invitations page opens.
- Check the boxes next to the desired invitations, or check the box next to Apply to all in the top-left section of the main to select all invitations.
- In the top-middle section of the main pane, open the Actions for selected invite drop-down list, and then click Delete Invitation. A pop-up appears.
- Click Delete. The action summary appears.
- Click Details to review the status/details of the delete action for selected invitations.
- Click Close.
|
