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Service Automation users with the Admin role may User, Power User, Power User Lite, Provider Assignments Editor, or Super Admin secondary roles can add provider assignments to locations. See Adding and Editing Users for more informationLearn more about Secondary Roles.

1. Login Log in to Service Automation.
2. On In the top-left corner of the screen, click the menu icon icon Image Modified, and select  Locations and Locations & Provider Assignments.
3. On the Locations page, check the box(es) next to the desired Location(s).Image Added
4. On At the bottom of the Locations list, click  the Assign/Retire Providers for ’n’ Locations ('n' indicates # Locations button where # is the number of the locations you have selected).   The  Provider Assignment  overlay appears.Image Added

5. Select your Internal Tech

   group

   Group from the Provider drop-down menu.
   

   Note
   You may find some providers highlighted in gray. Such providers cannot be assigned to locations and complete work orders as they were marked with the “Do Not Dispatch” flag in Compliance Manager.

   
   

6. Select the desired

    

   Trade

    

   from the drop-down menu.

   Tip
   Select the All Trades option to assign your Internal Techs group to all the trades for the selected locations.

   
   

7. Select the desired

    

   Rank

    position

   position from the drop-down menu.

8. Select the desired Category from the drop-down menu.

   Note
   Contact your ServiceChannel representative to enable provider assignment based on category.

   
   

9. Click   Next. The Provider Assignment confirmation page overlay appears.

   note

   Image Added

   Should you already have a provider in a slot that you are attempting to assign your Internal Group to, you may be prompted to retire your current provider from that rank. Ensure each of your Provider Assignments

   are

   is properly ranked and resolved.

10. Click  Confirm. A green bar appears indicating the provider assignment was saved.