Defining and maintaining providers
Providers assigned to development activities are considered "Preferred Providers." One of the preferred providers can be designated as the one that should "Default To Session."
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Select Development Planning > Set Up > Providers And Contracts.
A list of providers displays.
Note: To view summary information for a provider, highlight the provider. Summary information appears on the right with email and URL links, if provided. - Click Create.
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Specify this information:
- Effective Date
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Specify the effective date.
- Provider
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Specify the name of the provider.
Specify a description next to the name. If left blank, the provider name defaults.
- Active
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Select the Active check box to make the provider active. Inactive providers do not appear in lists.
- External Provider
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Select this check box if the provider is external.
- URL
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If you specify a URL, when you save the provider, administrators will be able to access the provider web site directly from the provider list.
Note: The URL address must be complete (including the http:// notation). - Registration Number, Date
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If the provider is a registered Development Planning organization, specify the registration number and date of registration.
Note: Some countries require this information, even if the provider is an internal provider. - Our Customer Number
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If the provider has assigned a customer number to your organization, specify it in this field.
- Vendor
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If applicable, specify the vendor number assigned to the provider by your organization.
Note: If you are interfacing provider data to Infor M3, you must specify a Vendor. The Vendor will be the Supplier name in Infor M3. After the data has been interfaced to Infor M3 and the Supplier created, do not change the Vendor value. It will create interface errors. - Country
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If you provide an address, the country is required.
- Address
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Specify the provider address.
If you specify an address, the country code is
- Comments
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Specify additional relevant information on the provider.
- Click Save.
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Define the provider contacts.
Note: You can define multiple provider contacts for a provider.
- On the Contacts tab, click Create.
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Specify this information
- Effective Date
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Specify the effective date.
- Contact Description
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Specify the contact name or designation.
- Active
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The contact is active by default. To inactivate the contact, clear the Active field.
- Primary Contact
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Select this check box to flag a contact as the primary contact. This is useful if you have multiple contacts.
- Email address
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Specify the contact's email address.
- Contact
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Specify the contact name .
- Phone, Mobile, Fax
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Specify the contact's regular (land) phone, mobile phone , and/or fax numbers, including the country code and extension, if applicable.
- Address
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If the contact uses the main provider address, select the Use Provider Address check box.
If the contact uses a separate address, specify the appropriate information in the address fields.
Note: Country is a required field when you specify an address. - Comments
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Specify additional relevant information on the contact.
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Click Save.
Follow-up tasks:
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You can change any field on the Provider form except for the provider name.
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You cannot delete a provider that is associated with a development activity or session.
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To add instructors to a provider, see Attaching instructors to providers.
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To add contract information to a provider, see Defining and maintaining provider contract information.
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