Managing Inactive Service Providers

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

Inactive contractors are those service providers you have deactivated in your private network. From the Inactive Contractors page, you can reactivate or delete an inactive service provider, send custom messages, or export inactive service provider information.

Actions for inactive contractors

Reactivating Inactive Service Providers

After a further review of deactivated service providers, you may choose to reactivate some providers and provide additional information on your expectations or recommendations, and start assigning them work orders. You need to do one of the following to reactivate a service provider based on whether the deactivation was temporary or permanent.

  • To reactivate a temporarily deactivated service provider: Reactivate in Compliance Manager and communicate to other facility management users that they may start assigning the provider to locations and work orders.
  • To reactivate a permanently deactivated service provider: Reactivate in Compliance Manager and add the provider information back to your subscriber account by contacting ServiceChannel.
⦿ How to Reactivate Inactive Service Providers
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section, click Inactive Contractors. The Inactive Contractors page opens.
  3. Check the boxes next to the desired service providers’ names, or check the box next to Apply to all in the top-left section of the main pane to select all deactivated providers.
  4. In the top-middle section, open the Actions for selected contractors drop-down list, and then click Reactivate Contractor. The Reactivate Contractor window opens.
  5. Enter the reason for reactivation in the Reactivation reason textbox.
  6. Click Ok. The action summary displays the total, processed, and failed reactivations. The service providers are reactivated and listed on the Active Contractors page.
  7. (Optional) Click Details to review the details pertaining to each successful/failed reactivation.
  8. Click Close.

Sending Custom Messages to Inactive Service Providers

You can send custom messages to your inactive service providers from the Inactive Contractors page.

⦿ How to Send Custom Messages to Inactive Service Providers
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section, click the Inactive Contractors link. The Inactive Contractors page opens.
  3. Check the boxes next to the desired service providers’ names, or check the box next to Apply to all in the top-left section of the main pane to select all service providers.
  4. In the top-middle section, open the Actions for selected contractors drop-down list, and then click Send custom message. A message window opens.
  5. Enter the subject and your custom message.
  6. Click Ok. The action summary displays the total, processed, and failed messages.
  7. (Optional) Click Details to review the details of the delivery status for each successful/failed message.
  8. Click Close.

Exporting Inactive Service Provider Information

You can download inactive service provider information from the Inactive Contractors page for offline use.

⦿ How to Export Inactive Service Provider Information
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section, click the Inactive Contractors link. The Inactive Contractors page opens.
  3. Check the boxes next to the desired service providers’ names, or check the box next to Apply to all in the top-left section of the main pane to select all service providers.
  4. In the top-middle section, open the Actions for selected contractors drop-down list, and then click Export Contractors. A pop-up appears.
  5. Click Download. Select service provider details, such as contact information and the date they joined your private network, are downloaded to your device.
  6. Click Close.

Deleting Inactive Service Providers

Should you choose to permanently stop working with deactivated service providers, you may delete the providers from your private network.

Important: Deleting a service provider in Compliance Manager does not automatically remove the provider from Service Automation. The service provider may still appear in Provider assignments in Service Automation. We strongly recommend that you remove the provider information from Service Automation by contacting ServiceChannel so you or your team does not inadvertently assign this provider to locations and dispatch future work orders

Should you choose to work with a deleted service provider again, you must send a new invitation and add the provider to your private network.

⦿ How to Delete Inactive Service Providers
  1. On the Compliance Summary page, click the Contractors tab. The Active Contractors page opens.
  2. In the top-left section of the page, click Inactive Contractors. The Inactive Contractors page opens.
  3. Check the boxes next to the desired service providers’ names.
  4. In the top-middle section, open the Actions for selected contractors drop-down list, and then click Delete Contractor. A confirmation dialog opens.
  5. Click Delete. The action summary shows the total, processed, and failed deletions. All your Compliance Manager records pertaining to the service provider are deleted.
  6. (Optional) Click Details to review the status and details of the delete action for each selected service provider.
  7. Click Close.

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