Assigning Providers from the Locations List

Owned by Anastasia Medovkina
Last updated: Oct 26, 2023


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.

Managing Providers from the Locations Home Page

⦿ How to Assign a Service Provider to a Trade on the Locations Page
  1. On the Locations page, check the box(es) for the desired Location(s).
  2. On the bottom of the list, click Assign/Retire Providers for ’n’ Locations. (Note: ’n’ indicates the number of locations selected.) The Provider Assignment overlay appears.

  3. Select the desired service provider from the Provider drop-down menu. (Note: You may type a Provider’s name to filter the list to show all Providers with close matches to your input.)

    Providers that appear grayed out in the drop-down list were flagged as “Do Not Dispatch” by your company in Compliance Manager. Such providers cannot be assigned locations they haven’t serviced before. However, you can still pick them from the drop-down list to retire them from the specified location. Find more about “Do Not Dispatch” providers.
    Do Not Dispatch providers on list of providers in the overlay for assigning a provider to a trade


  4. Select the desired Trade from the drop-down menu. (Note: You may type a Trade name to filter the list to show all Providers with close matches to your input.)
  5. Select the desired ranking position from the Rank drop-down menu.
  6. Select the desired Category from the drop-down menu, you mean select multiple categories based on your needs. 
  7. Click Next. The Provider Assignment confirmation page appears.
  8. Click Confirm. A green bar appears, indicating the provider assignment was saved.

Retiring Providers

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.

⦿ How to Retire a Single Service Provider from a Single Trade on the Locations Page
  1. On the Locations page, check the box(es) for the desired Location(s).
  2. On the bottom of the list, click Assign/Retire Providers for ’n’ Locations. (Note: ’n’ indicates the number of locations selected.) The Provider Assignment overlay appears.
  3. Select the desired service provider from the Provider drop-down menu. (Note: You may type a Provider’s name to filter the list to show all Providers with close matches to your input.)
  4. Select the desired Trade from the drop-down menu. (Note: You may type a Trade name to filter the list to show all Providers with close matches to your input.)
  5. Select Retire from the Rank drop-down menu, listed as the first selection in the drop-down menu.
  6. Click Next. The Provider Assignment confirmation page appears.
  7. Click Confirm. A green bar appears, indicating the provider assignment was saved.
⦿ How to Retire a Single Service Provider from all Trades on the Locations Page
  1. In the table, check the box above the first listed location to select all locations.
  2. On the bottom of the list, click Assign/Retire Providers for ’n’ Locations. (Note: ’n’ indicates the number of locations selected.) The Provider Assignment overlay appears.
  3. Select the desired service provider from the Provider drop-down menu. (Note: You may type a Provider’s name to filter the list to show all Providers with close matches to your input.)
  4. Select All Trades from the Trade drop-down menu.
  5. Select Retire from the Rank drop-down menu, listed as the first selection in the drop-down menu.
  6. Click Next. The Provider Assignment confirmation page appears.
  7. Click Confirm. A green bar appears, indicating the provider was removed from previous assignments.
⦿How to Retire all Service Providers from all Trades on the Locations Page
  1. On the Locations page, check the box(es) for the desired Location(s).
  2. On the bottom of the list, click Assign/Retire Providers for ’n’ Locations. (Note: ’n’ indicates the number of locations selected.) The Provider Assignment overlay appears.
  3. Select All Providers from the Provider drop-down menu.
    • The Rank drop-down menu automatically changes to Retire, and cannot be changed.
  4. Select All Trades from the Trade drop-down menu.
  5. Click Next. The Provider Assignment confirmation page appears.
  6. Click the Acknowledged box. The Confirm button appears.
  7. Click Confirm. A green bar appears, indicating the provider was removed from previous assignments.

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