Managing Private Notes, Rating, and Vendor ID

Owned by Chellie Esters
Last updated: Jul 31, 2020 by Anastasiya Dashuk (Unlicensed)

Compliance Manager provides you with Private Notes and Rating features that help all users in your company gain better performance insight of individual service providers. You may also add private notes for invitations.

Private Notes and Rating details are visible only to the users in your company, and not to service providers.

You may also assign a unique Vendor ID to each service provider, as often times Vendor ID is required for invoicing and accounting purposes.

Private Notes

You may add or remove notes for service providers/invitations from the provider/invitation listing in the corresponding sections of Compliance Manager.

Private notes

⦿ How to View Private Notes Attached to a Service Provider/Invitation
  1. On the Contractors (or Invitations) page, locate the desired service provider/invitation, and then click the View (#) button next to Notes. The Private Notes window opens displaying the recent notes. (To sort the notes by created date or by users who created the notes, click the Created Date or Created by column headers.)
  2. Click Close. The service provider/invitation listing appears.
⦿ How to Add Notes for a Service Provider/Invitation
  1. On the Contractors (or Invitations) page, locate the desired service provider’s name, and then click the View (#) button next to Notes. The Private Notes window opens, displaying the recent notes.
  2. Click the Add note tab. The Private Notes pop-up window opens.
  3. Enter your notes in the Note textbox.
  4. Click the Add note button. The window refreshes and the new note appears in the Recent notestab.
  5. Click Close. The service provider/invitation listing appears displaying the updated number of notes in View (#).
⦿ How to Remove Notes for a Service Provider/Invitation
  1. On the Contractors (or Invitations) page, locate the desired service provider/invitation listing, and click the View (#) button next to Notes. The Private Notes pop-up window opens displaying the recent notes.
    Deleting private notes
  2. Locate the desired note and click Delete. A confirmation dialog appears.
  3. Click Delete. The service provider/invitation listing appears displaying the updated number of notes in View (#).

Rating

In Compliance Manager, a star rating system enables you to rate service providers based on the performance, which gives you and others in your company insight on providers.

Rating a service provider

⦿ How to Add Rating for a Service Provider
  1. On the Active Contractors page, locate the desired service provider, and click the Rate button. A pop-up window appears.
  2. Click the desired number of rating stars.
  3. In the Add memo textbox, enter the reason for your rating.
  4. Click Rate. The provider listing appears with the rating.



Vendor ID

You can assign each service provider a unique identification number as vendor ID, which will help identify the provider and process invoices. You may also edit or remove a Vendor ID for a service provider in case you need a different ID or no longer require it for the provider.

Vendor ID

⦿ How to Add/Edit a Vendor ID
  1. On the Active Contractors page, locate the desired service provider, and click Edit or <Vendor ID> next to Vendor ID. The Enter Vendor ID pop-up opens.
  2. Enter the desired vendor ID.
  3. Click OK. The new/updated Vendor ID appears in the provider listing.
⦿ How to Remove a Vendor ID
  1. On the Active Contractors (or Inactive Contractors) page, locate the desired service provider, and click <Vendor ID>. The Enter Vendor ID pop-up opens.
  2. Delete the Vendor ID.
  3. Click OK. The Vendor ID disappears from the provider listing for the selected provider.

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