Creating Provider Pilot for a Newly Accepted Provider

1. On the Hamburger menu, click Locations & Provider Assignments.  
2. On a newly accepted provider card in the Provider Assignment Waitlist section, click Pilot.

The Create Provider Pilot page opens.  

1. In the Trades section, select up to 3 trades to set up the pilot process. 
2. In the WO Goal section, enter the number of work orders for provider pilot. 
3. (Optional) In the Email section, enter the mail recipient when the pilot period is over or ended by another user. 
4. In Step 2: Locations and Ranks, select locations for testing. 
   
   

   For example, first specify LocationID, then select an option from the Choose dropdown menu. 

   

   
   
5. Click Apply.  
6. In the upper-right corner of the page, click Save to launch pilot. 
   You will be directed to the Provider Pilot Table.