Service Provider Organizations

The different attributes of a Service Provider Organization which you can set up in WhosOnLocation. You must have the Service Provider Manager user role to access this feature.

A Service Provider Organization is any company that employees people who come to your location as part of their work and aren't employed by your organization. Service Providers can be anyone from cleaners to builders to suppliers to temp workers and anyone that performs services for your organization and needs to sign into your locations.

There is a lot of different information you can store in WhosOnLocation about a Service Provider Organization. A lot of this data can be used to manage these service providers and their accesses to your location, keeping safety and security at the forefront of your organization.

The different sections for Service Provider Organizations covered in this article are:

Profile Information

Categories & Groups

Location Permissions

Internal User Access Groups

Insurances

Members

Notes

Profile Information

These are the details of the organization, they include contact and business information. The only required fields when adding a Service Provider Organization are the Organization Name and Trading As Name. These are often the same thing, so WhosOnLocation auto-fills the Trading As section as the Organization Name is entered, you can edit this at any point.

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In order for an Organization to have access to your locations, the Status of their Account needs to be Active. When first adding an account, the Status defaults to Pending, you can then change this to Active, Inactive, or On-Hold.

Inactive, Pending, and On-Hold are all statuses which prevent access to your locations, you can use these to manage your organizations in any way you want. E.g. On-Hold means you are waiting for paperwork, Inactive means they are not currently providing services but they may in the future, etc.

The Organization Owner is the person who manages the relationship with this service provider organization. This is used completely internally and for record keeping purposes only. It is to record the person in your company that is the point of contact for that organization, this will only be applicable in certain circumstances. Only Service Provider Managers can be Organization Owners.

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Categories & Groups

Categorize your organizations in different ways to make reporting, inductions, and access easier. You can group together organizations by the type of work they are doing, the areas they need to access, or any other grouping. You can organize your categories and groups in any way that you want, this is completely customizable.

The options for Categories & Groups are set up in the Service Provider Manager under Organization Categories and Groups in the left-hand menu.

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Location Permissions

The locations that members of this organization can access by default. A member can only access the locations the organization has permission for, they cannot be granted access to more locations than the organization.

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To change permissions, toggle the Yes/No switch next to the location's name. The location will automatically be added to the corresponding section.

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Internal User Access Groups

These are groups for organizations to be sorted into for the use of managing them from inside your organization. You can assign the Service Provider Coordinator role to a user giving them access to specific Internal User Access Groups only. This means they can only manage the Service Providers that fall into this group.

A service provider can belong to as many Internal User Access Groups as required. The options for Internal User Access Groups are set up in the Service Provider Manager from the left-hand menu.

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To add or remove and organizations Internal User Access Groups, toggle the Yes/No switch next to the required group. The group will automatically be added to the corresponding section.

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Insurances

This is an area to record an organization's insurances for your own records. You can enter details of how much a policy is worth, when it expires, and upload documents, among other things.

You can add an insurance policy manually or import a CSV file of insurances for that service provider.

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Before adding an insurance policy, you must ensure the Policy Type has been set up in the Insurance Settings, located in the Service Provider Manager from the left-hand menu.

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Members

These are the Service Provider Members that belong to this organization. You can manage the members from this section or from the overall Service Providers Member list, the difference being that this section only contains the members of this organization.

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You can only add members manually from this section and you must add them to the system with their details before you are able to add any additional settings like qualifications or inductions.

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Notes

This is a section where you can view and create miscellaneous notes about the organization which may be relevant to your records.

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Each note has a type, subject, and note contents to help differentiate what each note is for at a glance. And every note has logs of when it was created and edited and by who. You can add notes manually one-by-one, or add multiple notes for an organization via CSV import using the template provided in the Notes section.

Have a look at this Helpdesk article for more information About Notes including how to add notes.

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