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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 notification to service providers, export their information, or review their profiles and manage them.

Viewing Compliance for All Requirements

The Compliance Summary tab displays the compliance of both your in-network and invited service providers. On the Compliance Summary page, the overall compliance percentage is indicated in the #% Overall Compliance of # Contractors section at the top-left. The overall compliance percentage depends on the other filters applied.

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The Results section of the Compliance Summary page displays the compliance of your service provider network, either invited or in-network providers. The symbols under the column headers represent whether a service provider complies with the specific requirement.

Symbol

Compliance Status

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Compliant

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Non-compliant

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Not applicable

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Expires soon (Click the symbol to view the expiration date.)

By default the results are arranged alphabetically. Next to each service provider’s name, the percentage of compliance displays. On top of each requirement, the number of service providers who are not compliant with the requirement displays.

Note

You may view insurance compliance in detail and/or approve/reject insurance certificates of your service providers in the Certificates of Insurance Detail View tab.

Filters

The Compliance Summary tab 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 filters to view the following information:

  • Invited service providers - Compliance of service providers who are currently going through the on-boarding process for joining your private network, but are yet to be accepted.
  • In-network service providers: Compliance information of active service providers in your private network.
  • Compliant Compliant button imageImage Removed - Displays the compliance summary of all compliant providers. The percentage and number of service providers who are 100% compliant with all your requirements display in the button. (The percentage and number of providers displayed here vary based on the other filters applied, such as invited/in-network, trade, or primary rank status.)
  • Non-Compliant Non-compliant buttonImage Removed - Displays the compliance summary of all non-compliant providers. The percentage and number of service providers who are not 100% compliant with all of your requirements display in the button. (The percentage and number of providers displayed here vary based on the other filters applied, such as invited/in-network, trade, or primary rank status.)
  • Primary ranked providers - Compliance of primary ranked providers for all trades and locations.
  • Trade - Compliance of service providers offering a specific trade, which you may select by clicking in the Filter by Trade field, and selecting the desired trade in the drop-down list that appears.
  • Specific provider by name - Compliance of a specific service provider.

Sorting Options

By default, the list of service providers displays in alphabetical order. For easy review of compliant or non-compliant service providers, you may arrange the list by percentage of compliance.

  • Requirement - Click a requirement name to view non-compliant service providers for that requirement at the top of the list. Clicking the column header again displays compliant service providers at the top.
  • Compliance % - Click the Compliance % link to arrange the list by providers with the highest levels of compliance at the top. Clicking Compliance % again lists providers with lowest levels of compliance at the top.
  • Contractors - Click the Contractors link to arrange the list by alphabetical order. This overrides sorting by specific requirements. The list can be arranged in reverse alphabetic order by clicking the Contractors link again.

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Displaying Requirements in Compliance Summary

You can view the compliance status for both standard and mandatory custom requirements in the Compliance Summary page. You can also select the specific requirements that you want to be displayed in the Results section.

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title⦿ How to Choose Requirements to Display in the Compliance Summary
  1. On the Compliance Summary page, click the arrow head next to Column Selector # of #.
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  2. Check the box(es) next to the desired requirements. To select all the requirements, check the box next to All Columns. The page refreshes and the compliance information for the selected requirements appears.
  3. In the Column Selector # of # list, drag and drop the requirement names up or down to set the order in which you want the requirements to appear in the Results section.

Service Provider Notification for Compliance

Sending notifications to remind your service providers about complying with requirements reduces possible risks or losses due to non-complianceThe 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.

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While reviewing providers’ compliance, you will see the indicators showing whether a provider meets a certain requirement.

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titleExpand the section to view the table signs and their meanings.


General Table SignsMeaning

The Cross icon Image Added

The icon shows that a provider does not meet the requirement in the table.

The Check Mark icon Image Added

The icon shows that a provider satisfies the requirement in the table.

The Do Not Dispatch icon Image Added

The icon shows that a certain provider is in the Do Not Dispatch list.


Hover over the icon to see the date since which a provider has been flagged as Do Not Dispatch, the last communication date, and the reason for it.

Percentage of compliance Image Added

The percentage of compliance shows how close your provider is to full compliance.

If the provider is:

  • 100% compliant, you will see the % in green.
  • > 50% compliant, you will see the % in the usual text color.
< 50% compliant, you will see the % in red.

Labels 
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The Labels are displayed:

  • As the label name and cross icon. 

  • As a hyperlink label if there are more labels than one applied to the provider.
    Hover over the hyperlink label to view all labels.

    Note

    Should you need to remove the label, click the Cross icon Image Added next to the label name.


Insurance Requirements Values
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Displays values based on the status of the provider’s insurance document. 


Read more about Managing Insurance Certificates in Compliance Overview.

Provider Review Statuses 

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The status indicating the upcoming date of provider review or the need to conduct the provider review. 



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Configuring the Columns of the Compliance Table

You can control what columns should display in the Compliance Table by clicking the Column Selector underneath the Actions button.

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All available columns are displayed in the Configure Columns popover in one of the following sections:

Requirement NameDescription
General Requirements

General Requirements are set by default and display a range of fundamental requirements you may need in the table. Such as:

  • Compliance %
  • Do Not Dispatch
  • Do Not Dispatch Date
  • Insurance Summary
  • Labels
  • Last Communication Date
  • Provider Review
Basic Requirements

Basic Requirements represent the requirements that you need to manage your service providers. These requirements are suggested by ServiceChannel:

  • Banking
  • Client Contracts
  • Client Rates
  • Dispatch Preferences
  • Tax ID
  • Trade Licenses 
  • Trades
Insurance Requirements

Insurance Requirements display the insurance types you can request from your provider:

  • Automobile Liability
  • Commercial General Liability
  • Umbrella Liability / Excess Liability
  • Workers Compensation And Employers' Liability
Custom RequirementsServiceChannel 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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Note

Custom requirements are displayed only if CM Monitoring is selected for the custom requirement in the Requirements tab of Compliance Manager.

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Read more about Custom Requirements in Compliance Manager.


  • On the Compliance Summary page, check the box(es) next to the desired service providers’ names, or check the box next to Contractors to select all service providers.
    • Click Send Notification to Contractor(s). The Send Notification pop-up window opens with a prefilled message section, containing a placeholder for the requirements the service provider(s) need to comply with.
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    title⦿ How to Send Notification to Non-Compliant Service Providers
    Note

    When you send notifications to service providers, the specific requirements that each service provider has to comply with will be filled out in the {{{requirements}}} section of the message.

    (Optional) On the Send Notification pop-up window, edit the prefilled message. Note that removing the {{{requirements}}} placeholder will remove the list of requirements from the message.

    Note

    To include an image or a link to an external website, use the edit options available at the top of the message are

  • Click Send. A Send Notification dialog box appears.
  • Again, click Send. The number of notifications that were processed and the number of notifications that failed display.
  • (Optional) To view the delivery status of the processed notifications, click Details.
  • Click Close.

    • Exporting Compliance Information for Offline Use

    In case you want to add service provider compliance information to other systems, or share the information with other users, you can download the information.

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    title⦿ How to Export Compliance Information
    1. On the Compliance Summary page, check the boxes next to the desired service providers’ names. To select all service providers, on the top-left of the Results section, check the box next to Contractors.
    2. Click the Export Contractor(s) button. The selected service providers’ compliance information gets downloaded to your device.

    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. From a service provider’s profile, you can manage the provider by performing several actions such as sending section incomplete reminders or reviewing financial information.
    Configure the Columns of the Compliance Table
    1. Go to ServiceChannel.com  > Hamburger Menu > Compliance Manager. The Compliance Overview page appears.
    2. Under the Actions button, click the Column Selector. When you navigate to the Compliance Table for the first time, the following columns are selected by default:
      • Labels
      • Compliance %
      • Insurance Summary
      • Do Not Dispatch
      • All columns under “Basic Requirements”
      • All columns under “Custom Requirements”
    3. Select the necessary Checkboxes next to the requirements you need to add to the Compliance Table:
      • General Requirements
      • Basic Requirements
      • Insurance Requirements
      • Custom Requirements
    4. Click Display. The Compliance Table will show you the columns consisting of the selected requirements. 

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    Info

    If more columns are selected to display in the table than can be displayed in the screen width, scroll the table to the right side to view the rest of the columns.

    Video showing how to scroll the requirementsImage Added



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    Managing the Compliance Table View

    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:

    1. Column Reordering. You can click, hold & drag column headers to reorder columns.

      Video showing column reorderingImage Added

      Note

      The provider name cannot be reordered so that it stays visible in the table even when side-scrolling.


    2. Providers Sorting. You can sort the Providers’ List by any column (except Labels) by clicking the column header.

      Video showing how to sort providersImage Added
    3. Pagination:
      1. You can choose to view 20, 40, or 60 results per page (the default is 20) on the bottom left of the table.
      2. You can navigate the pages using the page selector on the bottom center of the table.
      3. 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.

        Picture showing the pagination of the compliance tableImage Added

    The next article is Taking Action on Providers in Compliance Overview.

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