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Status

Description

Accepted

Inactive invitations are those that are no longer effective, such as invitations that are accepted, declined, or expired, for example. Inactive invitations are located on the Invitation History page.

The table below shows the various inactive invitation statuses.



Inactive Invitation Statuses

The statuses of inactive invitations are:


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  • Accepted. Service provider accepted your invitation, completed your requirements, and you accepted them
in to
  • into your network.

Declined

  • Revoked. Invitation that you revoked before the service provider accepted the invitation.
  • Declined. Invitation that you declined after the service provider accepted it. Or the invitation that was declined by the provider.

  • Expired

Rejected

Service provider declined your invitation

  • . Invitation is past the expiration date without the service provider accepting or declining the invitation.

Duplicate

An invitation already exists for the same company

Revoked

Invitation that you revoked before the service provider accepted the invitation

Blocked

You sent an invitation to a service provider, and blocked the service provider before the provider accepted the invitation


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Invitation History statusesImage Added


Viewing Inactive Invitations

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:

Note

You cannot change expiration date for an Accepted invitation, since the service provider was accepted into your network.


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.
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title⦿ How to Change the Expiration Date
  1. 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 Removed
    The 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.
    1. Invite Details page of the desired provider, click Extend.
    2. In the drop-down list that appears, select the needed option:
      • 7 more days
      • 15 more days
    3. Click Submit.

    Select the Extend Expiration period and click SubmitImage 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.

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    title⦿ How to Change Invitation Date for Multiple Providers
    1. On the Invitation History page, select the providers for whom you want to extend the invitation period.
    2. Click Actions.
    3. In the drop-down list that opens, click Extend Expiration.
    4. Select the needed option:
      • 7 more days
      • 15 more days
    5. Click Submit.
      The Expiration Date has been updated.

    Anchor
    ExportInactiveInvite
    ExportInactiveInvite
    Exporting Inactive Invitations

    You can export inactive invitation data for your personal use.

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    title⦿ How to Export Inactive Invitations
    1. On
    the Compliance Summary page, hover your mouse over Click Download. The details of inactive invitations, such as sent and expiration dates, contact details, and requirements completion is downloaded to your device.
    1. 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.
    1. Invitations History page, select the providers for whom you want to export the invitations.
    2. Click Actions.
    3. In the drop-down list that opens, click Export Invitations.
    4. Click Download.
      The MS Excel file with the invitation details has been downloaded to your device.

    Anchor
    DeleteInvite
    DeleteInvite
    Deleting Invitations

    You can delete inactive invitations should you want to clean up your invitation history.

  • In the top-left, click the Inactive Invitations link. The Inactive Invitations page opens.
    • Check the boxes
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    title⦿ How to Delete Invitations
    1. 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.
    1. Invitation History page, select the checkboxes 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.
    1. .
    2. Click Actions.
    3. Click Delete.
    4. On the pop-up window that appears, click Delete to confirm your action.

      Click Delete in the Actions list and confirm your action on the overlay that opensImage Added

      You can also delete a single invitation by clicking the Delete button on the Invite Details page and clicking Delete on the overlay that appears.


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