Overview

This knowledge article will define what a provider is, the required fields and the form fields related to it in Paradigm. This will also provide the workflows on how to load a provider record, create a provider record, assign provider roles, delete an assigned provider role, add attachments, and edit or add a provider address.

Complexity:

Status

colour	Blue
title	Medium

...

Navigation

Table of Contents

maxLevel
minLevel	1

...

exclude
2
style	square

...

	Overview\|Workflow\|Video

Workflow

Table of Contents

maxLevel	3
minLevel	3
style	none

...

Expand

title	Assumptions

Assumptions

...

You have the minimum required level to access the Provider tab and an understanding that making changes within this section has system-wide implications.

...

You have an understanding of the Australian Tertiary Education System / VET Sector.
A provider record must have been created and saved before trying to assign a role to that provider

Expand

title	Key Terms and Concepts

Anchor

	KeyTermsAndConcepts
	KeyTermsAndConcepts

Key

...

Name

Terms and Concepts

Expand

title	1. Search Fields

Field Name

Brief Overview

Organisation Name

This is the Full name / title of an Institution within Paradigm. This name will use where ever the full title of the institution is required.

Institution Status

The status of the institution Active or Archived

Abbreviated Name

Each institution is given an abbreviated name to make identification

Role

Different Roles within the system will allow for different functionality and need to be used in combination:

Educational Program Provider
Educational Unit Provider
Education Agent
Training Organisation
HEIMS Higher Education Provider
Training Organisation Location
Work Experience Provider
Education Payment Agent
Education Bank
Assoc Educational Program Provider
SVP Provider

Order by

The list produced can to be ordered by:

Name
Abbreviation
Status Id
Last Modified Date

Expand

title	2. The Minimum System Required Fields

Field Name

Brief Overview

Table of Contents

minLevel	2
maxLevel	2
style	none

Status
title what is
a Provider?

A provider is an organisation that has relationships to people reflecting some form of service they provide in an education context. Examples of services include a campus, a higher education provider, work experience business etc. In the context of Paradigm, the organisation is defined once as a provider. The type of provider is further distinguished through the assigning of one or more roles.

Status
colour Blue
title table info
Provider Roles

Roles are assigned to providers as a way of defining the types of relationships they may have with other records within Paradigm. Assigning the correct role to a provider is critically important to ensure that various features function correctly.

The table below outlines the intended use of each role:

Role	Description
Education Provider	Default role assigned to all providers
Educational Program Provider	Associated with course enrolment records (i.e. the campus)
Educational Unit Provider	Associated with base units and scheduled units (i.e. the campus)
Education Agent	Identifies the provider as being an agent for the purposes of student recruitment
Training Organisation	Associated with AVETMISS reporting
HEIMS Higher Education Provider	Associated with HEIMS reporting
Training Organisation Location	Associated with an AVETMISS delivery location
Work Experience Provider	Associated with the work experience module
Education Payment Agent	Associated with the agent payment workflow
Diocese	Allows the provider to be assigned as a diocese against the student record
Seminary	Allows the provider to be assigned as a seminary against the student record
Communication sender	Allows users to send communications on behalf of the provider using the email address of the provider record. If this role is added in your provider record, your Provider/Home Institution name will appear in one of the From list options when creating communication events.
Health provider	Allows the provider to be associated as a provider of overseas health cover within the OSHC module in Paradigm

Status
colour Green
title form fields
Provider Information Related Fields

The table below outlines the types of information that may be recorded against a provider type record.

Field Name	Required Field	Brief Overview
Edit Provider Details Section
Provider Unique Id	X	Unique code to identify the Provider
Provider TCSI Uid	X	Unique code to identify the Provider allocated by TCSI
Name	X	The Full and Legal name of the

Institution

Provider to appear on official documents
Abbreviation E333	X	An Abbreviated

institution

Provider name to be used in drop boxes and internal system instances
ABN		The Australian Business Number is a unique identifier issued by the Australian Business Register
Trading Name		A business name used to carry out business functions and activities
Address Line 1 E427		Physical address of

Institution

Provider
Address line 2 E428		Physical address of

Institution

Provider
Suburb E429		Physical address of

Institution

Provider
Post Code E431		Physical address of

Institution

Provider
State E430		Physical address of

Institution

Provider
Country		Physical address of

Institution

Provider
Phone		Contact Phone number of

Institution

Provider (Work phone)
Fax		Fax Number of

Institution

Provider
Other Phone		Other Contact Phone numbers of

Institution

Provider (Home phone)
Mobile		Mobile phone of

Institutionemail

Provider (Mobile phone)
Email		Primary contact of

Institution

Provider's email address

Web URL

InstitutionWeb image

	Provider's Web address
Logo image

Institution's logo, this in embedded into reports eg Transcripts, AHEGS, CANS, letters,

Primary logo or branding image for use in system generated letters or reports
Web image		Secondary logo or branding image primarily used in various Paradigm screens
Invoice Fee Code		Abbreviated Fee Code eg SF - Star Fleet Academy
GST Amount		The amount of GST charged 10%
HE Provider Code E306		The Higher Education Code allocated to each

institution

Provider by the Government
Agent Commission Percentage		the percentage amount paid to this agent for referring a student
Agent Category		Local Overseas
Agent Focus
Agent Sales Representative
Agent Contact Person		Primary contact for Agent
Agent Contract Original Date
Agent Contract Renewal Date

Institution


Provider Status	X	Active Archived
Provider Course Id Type		Short Long
SVP Agent		SVP stands for Streamlined Visa Processing Agent
AHEGS Provider Print

DetailCricos

Details		Provider specific details that are to be optionally printed on each AHEGS
CRICOS Provider Code		The Commonwealth Register of Institutions and Courses for Overseas Students (CRICOS) is a register of Australian education providers that recruit, enrol and teach overseas students. Registration on CRICOS allows providers to offer courses to overseas students studying in Australia on student visas.
Related Bank Account

Same as Above (Tick Box)

Billing Attention Name

Billing Company Name


Parent Reporting Provider		The parent provider to be reported, or this provider if it is the parent provider
Effective From Date E609		The date the TCSI provider record is effective from
Effective To Date E610		The date the TCSI provider record is due to expire
Validation Status		The Status from TCSI of the provider record
Last Validated		The date the TCSI provider record was last validated on
Vet Provider Details
Statistical Local Area
Training Authority Identifier
Training Authority Name
Training Contract Identifier - New Apprenticeships
Training Organisation Delivery Location Identifier
Training Organisation Identifier
Training Organisation Type Identifier
Addresses Section
Attention Name		Person to address at the Provider
To Name		The business name to be shown for the Provider
Address Line 1		Mailing address of the Provider
Address Line 2		Mailing address of the Provider
Suburb		Suburb of the mailing address of the Provider
Postcode		Postcode of the mailing address of the Provider
State		State of the mailing address of the Provider
Country		Country of the mailing address of the Provider
Phone		Fixed phone number of the Provider
Fax		Fax number of the Provider
Other Phone		Alternative phone number of the Provider
Mobile

Provider Roles

These may be added when a record is created or at later time when required

...

Assigned Roles for Provider options

...

Education Provider

...

Educational Program Provider

...

Educational Unit Provider

...

Education Agent

...

Training Organisation

...

HEIMS Higher Education Provider

...

Training Organisation Location

...

Work Experience Provider

...

Education Payment Agent

...

Education Bank

...

Assoc Educational Program Provider

Mobile phone number of the Provider

Status
colour Red
title required info
Provider Information Required Fields

Required Fields	System Required
Abbreviation E333	X
Group Name	X
Party Group Status Id	X
Provider Unique Id	X
Provider TCSI Uid	X

...

Implications

NOTE:

Depending on the individual user's levels of access, not all pages will be available or editable. If you have Full Admin level access and the pages still isn't visible, it may either not be in use at your institution or may have been hidden. For more information contact the Silverband Help Desk.

Note

BE ADVISED:

Editing data in any of these options has implications across the entire system and potentially at all security levels. Please ensure that any changes or updates are carefully thought through and all of the implications have been assessed prior to action.

Workflow

...

Expand

title	1. How to Load a Provider Record

...

Click on the Provider tab in the side menu

...

Click on the Search option in the side menu

...

Enter the Organisation name or Abbreviation

...

Click on the Search Institution button

Status
colour Yellow
title 1.
How to
Status
colour Green
title load
a Provider Record

Status

colour	Green
title	1

,

Status

colour	Green
title	2

,

Status

colour	Green
title	3

,

Status

colour	Green
title	4

Choose Providers > Search > Enter the organisation name or abbreviation > Click the SEARCH button.

Image Added

Status

colour	Green
title	5

After clicking the SEARCH button, it will show a list of

...

providers that meet

...

your searched criteria

...

To filter the list of Providers, in the search box above the list of Providers, start typing the Provider name to reduce the number of results.

. You can filter the result more by entering more keywords relating to the provider name that you want to search in the Filter Box.

Status

colour	Green
title	6

When you see the record for the Provider you are looking for, click

...

the

...

provider code hyperlink under the first column. This will load the provider record.

Image Added

Tip
In the sample screenshot above, SILVER is selected as the provider record to be searched.

Status

colour	Green
title	7

After clicking the chosen provider code hyperlink, an EDIT PROVIDER DETAILS Form section will appear, detailing all the provider information saved in the system.

back to top

Expand

title	2. How to Create / Add a Provider Record

...

Click on the Provider tab in the side menu
Click on the Add new option in the side menu
Enter the required information in the correct fields
Click on the Save Details button

...

Status
colour Yellow
title 2.
How to
Status
colour Green
title create
or
Status
colour Green
title Add
a Provider Record

Status

colour	Green
title	1

,

Status

colour	Green
title	2

Choose Providers > Add New.

Status

colour	Green
title	3

It will open an EDIT PROVIDER DETAILS Form section where you can enter the new information of the provider record that you want to add.

Image Added

Status

colour	Green
title	4

Enter at least the minimum required fields for an operational provider record, and any further information in the appropriate fields available.

Info

INFO:

For a brief description of all the fields found in creating or adding a new record in the system, refer to the

Status

colour	Green
title	form fields

Provider Information Related Fields table above under the Key Terms and Concepts section.

Refer to the minimum required fields from the screenshot below (numbered 1-3):

Image Added

If the record that you are adding is a VET Provider, you can also enter the available information you have under the VET PROVIDER DETAILS Form section.

Image Added

Status

colour	Green
title	5

After filling out the details of the provider, click the SAVE DETAILS button to add the new provider record in the system.

back to top

Expand

title	3. How to Assign Provider Roles

Status
colour Yellow
title 3.
How to
Status
colour Purple
title assign
Provider Roles

Note

BE ADVISED:

Before you try to assign a role to a provider, a provider record must have already been created and saved.

...

Refer to the workflow above on how to “

Status

title
colour	Yellow

...

2.

How to

...

For a new Provider, refer to the section above "How To Create / Add a Provider Record".

...

For an existing Provider, load the provider record or refer to the section above "How To Load a Provider Record".

...

Status

colour	Green
title	create

or

Status

colour	Green
title	Add

a Provider Record.”

NOTE:

The steps below is applicable only when there are already existing provider records in Paradigm.

Status

colour	Green
title	1

Load the Provider’s Record that you want to assign a role by choosing Providers > Search menus on the side. Refer to the workflow above on “

Status

colour	Yellow
title	1.

How to

Status

colour	Green
title	load

a Provider Record” if you need a more detailed step.

Status

colour	Green
title	2

Once the Provider Record is loaded, at the top of the page, an ASSIGNED ROLES FOR PROVIDER Form section will appear. Click the drop-down menu and choose the role that you want to assign to the provider.

Info

INFO:

Refer to the Key Terms and Concepts section above under the

Status

colour	Blue
title	table info

Provider Roles section for a list of the possible roles a provider can have in the system and a brief description of each.

...

Click on the Assign Role button

Status

colour	Green
title	3

Click the ASSIGN ROLE button after selecting a role from the drop-down menu.

Image Added

NOTE:

A provider record may have many assigned roles. Repeat steps

Status

colour	Green
title	2

and

Status

colour	Green
title	3

as necessary for your provider.

back to top

Expand

title	4. How to Delete an Assigned Provider Role

Status
colour Yellow
title 4.
How to
Status
colour Red
title delete
an Assigned Provider Role

Status

colour	Green
title	1

Load

...

the Provider’s Record that you want to delete an assigned role by choosing Providers > Search menus on the side. Refer to the workflow above on “

Status

colour	Yellow
title	1.

How to

Status

colour	Green
title	load

a Provider Record” if you need a more detailed step.

Status

colour	Green
title	2

Once the Provider Record is loaded, at the top of the page, an ASSIGNED ROLES FOR PROVIDER Form section will appear. Click the DELETE button next to the role to be removed

...

A warning message will appear - Are you sure you want to delete the selected item

...

To proceed, click OK, or to keep the assigned role, click CANCEL.

Expand

title	5. How to Add Attachment to Provider Record

Load the provider record or refer to the section above "How To Load a Provider Record".
Scroll to the Bottom of the Page
Click the Add File Attachment button
Click on the Purpose Drop box and select the required Section
Click on the Category Drop Box and Select the Required Option
Enter the name of the Attachment
Optional - Enter a brief description of the Attachment
Select the lowest Permission level required to View this attachment
Click the Choose File button
Navigate to the item to be attached
Click on the Save File Attachment button
Check for Successful save message.

Expand

title	6. How to Edit / Update a Provider Record

Load the provider record or refer to the section above "How To Load a Provider Record".
Update the required data.
Click on the Save Details button

Related Pages

...

.

Image Added

Status

colour	Green
title	3

A pop-up message on top of the screen will appear wanting to confirm your deletion action. Click OK to confirm.

Image Added

Status

colour	Green
title	3

After clicking the OK button, the role you’ve chosen to delete will no longer apply to that provider record.

back to top

Expand

title	5. How to Add / Edit a Generic File Attachment for a Provider Record

Status
colour Yellow
title 5.
How to
Status
colour Green
title add / Edit
a Generic File Attachment for a Provider Record

Status

colour	Green
title	1

Load the Provider’s Record that you want to add an attachment to by choosing Providers > Search menus on the side. Refer to the workflow above on “

Status

colour	Yellow
title	1.

How to

Status

colour	Green
title	load

a Provider Record” if you need a more detailed step.

Status

colour	Green
title	2

Once the Provider Record is loaded, go to the file attachment section, you can either scroll down the page and look for the ASSOCIATED FILE ATTACHMENTS Form section, or choose Providers > Edit Details > Files menus on the side. This will automatically scroll down the page to the attachment section.

Status

colour	Green
title	3

Click the ADD FILE ATTACHMENT button, or, to edit an existing file attachment record, find the relevant record in the list and click the pencil icon to the right edge of the record. This will open the EDIT FILE ATTACHMENT Form section.

Image Added

Status

colour	Green
title	4

In the EDIT FILE ATTACHMENT Form, fill out the following information (fields highlighted in BLUE are optional, RED are required).

NOTE:

The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons.

Status

colour	Green
title	5

Click the Choose file button and locate the file that you want to attach.

Status

colour	Green
title	6

Click the SAVE FILE ATTACHMENT button.

Image Added

Tip
Once these details have been added, you are then able to update these details as you please, and the new details will be immediately updated across all report and letter templates that are currently configured to use them.

back to top

Expand

title	6. How to Add / Edit a Signature File Attachment for a Provider Record

Status
colour Yellow
title 6.
How to
Status
colour Green
title add / Edit
a Signature File Attachment for a Provider Record

NOTE:

Six fields are commonly used for a signature file attachment for the provider or contact record. This Workflow is intended solely for file attachments that are related to the signatories for official documents such as the testamur, transcript, AHEGS. The file attachment details can be used across many templates, and each template that is to use these details, will require that a support request be raised, to authorise Silverband to update the template to use the new details.

Warning

WARNING:

Changing an image file will be immediately effective across all letter and report templates that are currently using that image file.

Status

colour	Green
title	1

Load the Provider’s Record that you want to add an attachment to by choosing Providers > Search menus on the side. Refer to the workflow above on “

Status

colour	Yellow
title	1.

How to

Status

colour	Green
title	load

a Provider Record” if you need a more detailed step.

Status

colour	Green
title	2

Once the Provider Record is loaded, go to the file attachment section, you can either scroll down the page and look for the ASSOCIATED FILE ATTACHMENTS Form section, or choose Providers > Edit Details > Files menus on the side. This will automatically scroll down the page to the attachment section.

Status

colour	Green
title	3

Click the ADD FILE ATTACHMENT button, or, to edit an existing file attachment record, find the relevant record in the list and click the pencil icon to the right edge of the record. This will open the EDIT FILE ATTACHMENT Form section.

Image Added

Status

colour	Green
title	4

In the EDIT FILE ATTACHMENT Form, fill out the following information (fields highlighted in BLUE are optional, RED are required).

NOTE:

The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons.

The Purpose dropdown field should be set as Signature.

The Name field should be set as Signature since the attachment relates to the signature that will appear on the templates. This name is how we refer to the file attachment record. 'Signature' is case sensitive including the uppercase S.

The Category field can also be used if its dropdown box has been populated with options.

The Description field can be configured for your site to contain the name of the current Registrar or Dean and that name will appear on the templates. Immediately on the next line in the Description field under the name, you can add the official position title of the person whose signature will appear on the templates. Note that the position title will also appear whenever the Description field of the file attachment record is used on the template. If the Description field is not being used by your site in this way, the field can be used as a description of the file attachment.

Image Added

The Status field should be set as Published.

The Permission Level field should be set to the lowest permission level that is to be allowed access to read or open the file, such as Staff. It is recommended not to set it to the Student level for security reasons.

It is not necessary to upload an image file in the file attachment record, but this should contain the signature of the person who represents the provider, and the image should be set to have a transparent background. The transparent background allows for the signature to appear superimposed on the template without obscuring any part of any background image that may also be printed.

Once these details have been added, you are then able to update these details as you please, without the need to raise a support request with the Silverband Helpdesk. The new details will be immediately updated across all templates that are currently configured to use them.

Status

colour	Green
title	5

Click the Choose file button and locate the file that you want to attach.

Status

colour	Green
title	6

Click the SAVE FILE ATTACHMENT button.

Tip

Once these details have been added, you are then able to update these details as you please, and the new details will be immediately updated across all report and letter templates that are currently configured to use them.

Produce a letter or report that uses the file attachment, to verify that the changes appear as you intend. If changes are required, repeat the steps above until the changes are suitable. When further help may be needed, raise a support request via the Silverband Helpdesk, describing the nature of the issue.

back to top

Expand

title	7. How to Edit / Add a Provider Address

Status
colour Yellow
title 7.
How to
Status
colour Red
title edit
or
Status
colour Green
title add
a Provider Address

Status

colour	Green
title	1

Load the Provider’s Record that you want to edit or update the billing or address information by choosing Providers > Search menus on the side. Refer to the workflow above on “

Status

colour	Yellow
title	1.

How to

Status

colour	Green
title	load

a Provider Record” if you need a more detailed step.

Status

colour	Green
title	2

Once the Provider Record is loaded, go to the ADDRESS section, you can either scroll down the page and look for the ADDRESS Form section, or choose Providers > Edit Details > Billing menus on the side. This will automatically scroll down the page to the address section.

Status

colour	Green
title	3

In the ADDRESS Form section of the provider record, click the EDIT ADDRESS button.

Image Added

Status

colour	Green
title	4

The EDIT ADDRESS button will open the CONTACT DETAILS - PROVIDER Form section page where you can add the following contact types: Residential, Billing, Employer Address, Emergency Contact Details. You can either (Option 1)click the blue hyperlink of each type under the CONTACT DETAILS Form section above or (Option 2)click the drop-down menu under the CONTACT DETAILS -PROVIDER Form section to start adding the contact information.

Image Added

Status

colour	Green
title	5

Once you have entered the appropriate details for the specified contact category, click the SAVE PROVIDER CONTACT DETAILS button.

Image Added

Tip
Once you have saved the new provider details, you have the option of copying those details to the alternate contact type by clicking the COPY FROM PERMANENT or BILLING DETAILS button, and then click the SAVE PROVIDER CONTACT DETAILS button again to copy.

back to top

Expand

title	8. How to Add a New Campus Provider Record

Status
colour Yellow
title 8.
How to
Status
colour Green
title add
a New Campus Provider Record

Why Add a New Provider Record in Paradigm

A Provider record in Paradigm is a generic record used to represent some type of organisation or other business entity that provides one or more services in an education context. The specific services that are offered are confirmed by granting roles to the provider record within Paradigm. These roles inform Paradigm about when to make a specific Provider available as an option in a drop-down menu field on a range of record types recorded within Paradigm.

Primary Provider

All Paradigm sites will have at least one Provider record that is used to designate the education institution itself. This is the primary Provider record for various system tasks such as government PIR reporting. The primary Provider is identified by the role ‘TCSI PIR Provider’ or ‘HEIMS Higher Education Provider’ based on the reporting frameworks that are applied to the Provider. Additionally, we also require provider records that are used in any capacity for TCSI reporting to be associated with the primary Provider via the field “Parent Reporting Provider” found on the Provider Edit screen. The primary Provider record itself is associated with itself. In contrast, a campus location (Campus Specific Provider record) would be associated with the Primary Provider via that same field.

Campus Specific Provider

An education provider may operate across multiple geographic locations or campuses. Each of these locations should be tracked as a separate Provider record within Paradigm.

When a provider is operating across multiple campuses, we recommend that Provider roles are assigned as follows:
Primary Provider, e.g. Silverband University (SBUNI)
• PIR Provider
• Communication sender (the email address of the originator of communication events that are issued via Paradigm)
• Educational Program Provider (the owner of base courses whose content is to be delivered)
• Educational Unit Provider (the owner of scheduled units whose content can be delivered)
Campus Specific Provider, e.g. Silverband University - Sydney (SBUNI-SYD)
• Educational Program Provider (the owner of base courses whose content is to be delivered)
• Educational Unit Provider (the owner of scheduled units whose content can be delivered)

When creating and updating records in Paradigm we recommend coding the provider-related fields as follows:
• Base course – Primary Provider (e.g. SBUNI)
• Base unit – Primary Provider (e.g. SBUNI)
• Scheduled unit – Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.)
• Student home institution – Primary Provider (e.g. SBUNI)
• Student course enrolment home institution – Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.)
• Time periods – Primary Provider (e.g. SBUNI) where the academic calendar is common to all campuses, otherwise Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.)
• Contact - Campus Specific Provider (e.g. SBUNI-SYD or SBUNI-NT, etc.)

How to create the New Campus Provider Record in Paradigm

Status

colour	Green
title	1

Refer to the same instructions in Workflow 2 above to create a new Provider record

Fields to Note when adding a New Campus Provider record:

Parent Reporting Provider - set this to your Primary Provider record if the new campus or Provider record is also a TCSI reporting Provider.

Status

colour	Green
title	2

After adding the new Provider record, proceed to add the campus location details by following the instructions on this workflow: Add the Provider Contact Record.

Status

colour	Green
title	3

Also assign the roles of the new Provider record with the following, see Workflow 3 above:

Educational Program Provider (the owner of base courses whose content is to be delivered)
Educational Unit Provider (the owner of scheduled units whose content can be delivered)

Tip

SUCCESS:

You New Campus Provider has now been created. You can now create records, e.g. Scheduled Units specific to the new campus provider.

back to top

Related Pages

Filter by label (Content by label)

showLabels	false
max	5
sort	title
showSpace	false
excerptType	simple
cql	label IN ( "Add" , "Contact" , "Notes" , "Provider" , "Email" , "Content" , "Attachment" )

_Overview_|_Assumptions_|_{Key Terms and Concepts}_|_Implications_|_Workflow_{| Video |}_{Related Pages}_{| Further Reading}

...

Paradigm Knowledge Base Home

Versions Compared

Old Version 14

New Version Current

Key

Overview

Assumptions

Key

Terms and Concepts

Status
title what is
a Provider?

Status
colour Blue
title table info
Provider Roles

Status
colour Green
title form fields
Provider Information Related Fields

Provider Roles

Status
colour Red
title required info
Provider Information Required Fields

Implications

Workflow

Status
colour Yellow
title 1.
How to
Status
colour Green
title load
a Provider Record

Status
colour Yellow
title 2.
How to
Status
colour Green
title create
or
Status
colour Green
title Add
a Provider Record

Status
colour Yellow
title 3.
How to
Status
colour Purple
title assign
Provider Roles

Status
colour Yellow
title 4.
How to
Status
colour Red
title delete
an Assigned Provider Role

Further Reading

Related Pages

Status
colour Yellow
title 5.
How to
Status
colour Green
title add / Edit
a Generic File Attachment for a Provider Record

Status
colour Yellow
title 6.
How to
Status
colour Green
title add / Edit
a Signature File Attachment for a Provider Record

Status
colour Yellow
title 7.
How to
Status
colour Red
title edit
or
Status
colour Green
title add
a Provider Address

Status
colour Yellow
title 8.
How to
Status
colour Green
title add
a New Campus Provider Record

Related Pages

Page Comparison

Versions Compared

Old Version 14

New Version Current

Key

Assumptions

Key

Terms and Concepts

Statustitlewhat is a Provider?

StatuscolourBluetitletable info Provider Roles

StatuscolourGreentitleform fields Provider Information Related Fields

Provider Roles

StatuscolourRedtitlerequired info Provider Information Required Fields

Implications

Workflow

StatuscolourYellowtitle1. How to StatuscolourGreentitleload a Provider Record

StatuscolourYellowtitle2. How to StatuscolourGreentitlecreate or StatuscolourGreentitleAdd a Provider Record

StatuscolourYellowtitle3. How to StatuscolourPurpletitleassign Provider Roles

StatuscolourYellowtitle4. How to StatuscolourRedtitledelete an Assigned Provider Role

Further Reading

Related Pages

StatuscolourYellowtitle5. How to StatuscolourGreentitleadd / Edit a Generic File Attachment for a Provider Record

StatuscolourYellowtitle6. How to StatuscolourGreentitleadd / Edit a Signature File Attachment for a Provider Record

StatuscolourYellowtitle7. How to StatuscolourRedtitleedit or StatuscolourGreentitleadd a Provider Address

StatuscolourYellowtitle8. How to StatuscolourGreentitleadd a New Campus Provider Record

Related Pages

Status
title what is
a Provider?

Status
colour Blue
title table info
Provider Roles

Status
colour Green
title form fields
Provider Information Related Fields

Status
colour Red
title required info
Provider Information Required Fields

Status
colour Yellow
title 1.
How to
Status
colour Green
title load
a Provider Record

Status
colour Yellow
title 2.
How to
Status
colour Green
title create
or
Status
colour Green
title Add
a Provider Record

Status
colour Yellow
title 3.
How to
Status
colour Purple
title assign
Provider Roles

Status
colour Yellow
title 4.
How to
Status
colour Red
title delete
an Assigned Provider Role

Status
colour Yellow
title 5.
How to
Status
colour Green
title add / Edit
a Generic File Attachment for a Provider Record

Status
colour Yellow
title 6.
How to
Status
colour Green
title add / Edit
a Signature File Attachment for a Provider Record

Status
colour Yellow
title 7.
How to
Status
colour Red
title edit
or
Status
colour Green
title add
a Provider Address

Status
colour Yellow
title 8.
How to
Status
colour Green
title add
a New Campus Provider Record