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.
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| Field name | Brief Overview |
|---|---|
To | |
Attn Name | Name of Institutions Primary Contact e.g. Chief Financial Officer |
| Property Name | e.g. The Burrows - If the Institution doesn't have a property name please leave this field blank |
| Flat / Unit Number | 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 e.g. Brown Road |
| Postal Box | For a postal address with a non street address 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 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
- Click on the Provider tab in the Side menu
- Click the Search option in the side menu
- Enter either the Organisation full name or Abbreviated name into the search box
- Click the Search Institution Button
- This will return a list of Providers that meet the searched criteria
- To reduce the returned options in this box
above the returned results start typing the Provider name. This will reduce the number of results. - Click on the blue hyper link on the left side of the required record.
- Click on the edit Contact Info Option in the Side Menu
- Click the Blue Address type button
- Enter the required information into the fields
- Click the Save Provider Contact detail button
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