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Service Automation users with the Admin User, Power User, Power User Lite, Provider Assignments Editor, or Super Admin secondary roles can add provider assignments to locations. Learn more about Secondary Roles.

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

5. Select your Internal Tech 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 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 overlay appears.

   

   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 is properly ranked and resolved.

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