Overview
Table of Contents |
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Objective
Upon Completion of this KB the user will be able to create / edit Provider contact information to Paradigm
Assumptions
- The User has the minimum required level to access the Provider tab and an understanding that making changes within this section has system wide implications.
- The user has an understanding of the Australian Tertiary Education System / VET Sector.
Key terms and concepts
Address Types:
Field name | Brief Overview |
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To | |
Attn Name | Name of Institutions Primary Contact eg e.g. Chief Financial Officer |
Property Name | eg e.g. The Burrows - If the Institution doesn't have a property name please leave this field blank |
Flat / Unit Number | eg e.g. Unit 4 - If the institution doesn't have a sub address please leave this field blank |
Street Number | Street number - this field is only to be left blank if the Postal Box field has been completed - a warning message will appear if this field is left blank to confirm that it is correct |
Street Name | Name of Street including street type eg e.g. Brown Road |
Postal Box | For a postal address with a non street address eg e.g. PO Box 9994 |
City | City or Suburb. This field is a smart field that contains all suburbs, States and Postcodes of Australia to ensure the correct Suburb / State / Postcode Combination is entered |
Postcode | Australian postcode field - this will auto populate when the Suburb is selected in the above field |
or | The state is normally auto populated with the colleges home state - when the suburb is selected in the Suburb field this will auto populate with the correct state as selected. If the State is not an Australian State pleas change the field to Select State and enter the details into the 'Or' box |
State | This field is for Non-Australian State information |
Country | The Country is defaulted to Australia please change if required |
Mobile | Mobile Phone number |
Home | After Hours contact number |
Day Phone | Working Hours contact number |
Fax | Fax number |
Email address of the Institutions primary contact person or generic email address | |
Web Address | Institutions Web address |
IM Protocol | Instant messaging system or program preference eg Skype e.g. Skype,Slack, Hipchat, Messenger - including Username |
IM Address | Web address for Instant messaging program |
Workflow
How to Create / Edit a Provider Contact record
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