Regular analysis of your service providers’ compliance helps you reduce risks related to your service provider network. From the Compliance Summary page, you can view service providers' compliance with requirements, send notifications to service providers, and download compliance information. In addition, you can manage providers and review their profiles.
Viewing Providers’ Compliance with Requirements
The Compliance Summary tab displays the compliance of both your in-network and invited service providers. The overall compliance percentage is indicated right under the tab.
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The overall compliance percentage depends on the filters that you apply on the Compliance Summary page. |
In the left column is the list of your providers and their compliance percentage.
To the right of the providers list, you see the requirements, for example, Client Contacts, Certificates of Insurance, Trades, etc. The counter atop of each requirement shows how many providers do not comply with it.
The symbols under the column headers indicate whether a provider complies with the specific requirement.
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Click the symbol to view the expiration date. |
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Should you need to view insurance compliance in detail and take action on insurance certificates, navigate to the Certificates of Insurance Detail View tab. See also Managing Certificates of Insurance. |
The Compliance Summary page has several filters that help you review compliance information as desired. You may apply the filters one at a time or use a combination of them.
- Only Show Contractors Being Invited. Allows you to view the compliance of providers who have been invited and are currently going through the on-boarding process for joining your private network, but are yet to be accepted.
- Only Show Contractors in My Network. Displays the compliance information on active service providers in your private network.
- Only Show Primary Ranked Contractors. Shows the compliance of primary ranked providers for all trades and locations.
- Hide Do Not Dispatch Contractors. Works in tandem with the Only Show Contractors in My Network filter and hides providers who are flagged as “Do Not Dispatch” from the summary view. The Compliance Summary page updates once the checkbox is selected, displaying compliance info only on those providers who are not flagged as “Do Not Dispatch”. When the checkbox isn’t selected, “Do Not Dispatch” providers are visible and highlighted in gray on the providers list. Learn more about Managing “Do Not Dispatch” Providers.
- Filter by Trade. Allows you to quickly filter providers based on the trade they serve. Select the desired trade from the drop-down list, or enter it.
- Search for a Contractor. Permits you to quickly find a particular provider by their company name. Enter the full or partial company name into the search field, and press Enter.
The buttons above the providers list allow you to view the compliance summary of all, compliant, or non-compliant providers. Click one of these buttons to filter your providers as needed.
- Contractors #. Shows the compliance information on all providers — both compliant and non-compliant with your requirements. Click this button to reset the % Compliant # or % Non-Compliant # filters if applied to the list.
- % Compliant #. Displays the compliance summary of all compliant providers. The percentage and number of providers who are 100% compliant with all your requirements appear right on the button.
- % Non-Compliant #. Displays the compliance summary of all non-compliant providers. The percentage and number of service providers who are not compliant with your requirements appear on the button.
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The counters and percentage located on these three buttons depend on filters that you apply. |
Sorting the Providers List
For easy review of provider compliance, you can sort the providers list by the following criteria:
- Company name. By default, your providers are listed in alphabetical order. Click Contractors to arrange the list in reverse order.
- Compliance percentage. Click Compliance % to arrange the list by providers with the highest levels of compliance at the top. Hit Compliance % again to reverse the sort order.
- Requirement. Click the requirement name, for example, Client Contacts, to view non-compliant service providers for that requirement at the top of the list. Clicking the column header again displays compliant providers at the top.
Displaying Requirements in Compliance Summary
On the Compliance Summary page, you can view the compliance status for both standard and mandatory custom requirements. You can also select the specific requirements that you want to be displayed to the right of the contractors listThe dynamic Compliance Table represents the requirements you configure to align with your needs. Therefore, you get high visibility into providers who comply with your rules and who do not.
While reviewing providers’ compliance, you will see the indicators showing whether a provider meets a certain requirement.
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Configuring the Columns of the Compliance Table
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You can control what columns should display in the Compliance Table by clicking the Column Selector underneath the Actions button.
All available columns are displayed in the Configure Columns popover in one of the following sections:
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| General Requirements | General Requirements are set by default and display a range of fundamental requirements you may need in the table. Such as:
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| Basic Requirements | Basic Requirements represent the requirements that you need to manage your service providers. These requirements are suggested by ServiceChannel:
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| Insurance Requirements | Insurance Requirements display the insurance types you can request from your provider:
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| Custom Requirements | ServiceChannel provides you with the possibility to add your own requirements to providers. Custom Requirements will contain the requirements set by you. |
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Custom requirements are displayed only if CM Monitoring is selected for the custom requirement in the Requirements tab of Compliance Manager.
Read more about Custom Requirements in Compliance Manager. |
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You can drag the requirements up or down to set the order in which you want them to appear on the Compliance Summary page. |
To reduce possible risks or losses due to non-compliance of your providers, you can remind them about complying with requirements by sending out email notifications straight from the Compliance Summary page.
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| title | ⦿ How to Send Notifications to Non-Compliant Service Providers |
(Optional) Add a link, picture, and Excel or Word doc to your email notification by selecting one of the options from the toolbar.
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You can attach files in the following formats: XLS, XLSX, DOC, and DOCX. The total size of attached files should not exceed 5 Mb. |
To confirm your action, click Send. You get the report on how many notifications have been processed and how many have failed.
In case you want to add service provider compliance information to other systems or share this data with other employees, you can download the compliance report.
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The exported report contains the provider name, ID, and compliance percentage as well as the compliance information for each activated requirement.
Managing a Service Provider from Compliance Summary
In addition to viewing compliance information of your service providers from the Compliance Summary page, you can also review their profiles by clicking the provider name on the providers list.
From a service provider’s profile, you can manage the provider. For example, you can send reminders about incomplete sections in their profile, review the provider financial information, remove the provider from your private network, and more
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Managing the Compliance Table View
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The Compliance Table is dynamic, which means that you can configure its view the way you need.
Here is the list of available table views:
Column Reordering. You can click, hold & drag column headers to reorder columns.
Note The provider name cannot be reordered so that it stays visible in the table even when side-scrolling.
- Providers Sorting. You can sort the Providers’ List by any column (except Labels) by clicking the column header.
- Pagination:
- You can choose to view 20, 40, or 60 results per page (the default is 20) on the bottom left of the table.
- You can navigate the pages using the page selector on the bottom center of the table.
- The number of results that you are viewing on the current page is shown on the bottom right of the table, along with the total number of results returned based on the combination of applied filters.
The next article is Taking Action on Providers in Compliance Overview.
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