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In the Location & Provider Assignment module, the provider assignment process can be done in four ways:
- Use the Provider Quick Assign to assign new providers, swapping them with low-performing providers. Your new providers will get slotted in the ranks of retired providers.
- Use the Assign/Retire Providers button to rank or retire a provider for specific locations.
- Use the template from the Upload and Download section to bulk upload provider assignments for multiple sites and trades.
- Use the Provider Assignment tab to manually configure providers’ ranks and assignments per trade for a specific location.
Assigning Providers from the Locations List
On the main Location page, you may assign a provider to trade and categories for desired Locations. This is useful when assigning a single provider to a specific trade and category at a specific rank. For example, you may desire to assign a service provider as the Rank 2 provider under the HVAC trade for 3 locations.
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You may also retire a provider from a trade for desired Location(s), or retire all providers from all trades for a location. You may find using filters helpful to view which rank and trade the service provider is in, so to select the correct rank or trade.
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