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Objective

Upon Completion of this KB article you will be able to create and edit Provider contact information within Paradigm.

Complexity: LOW

Page Contents

Assumptions

  • The User has the minimum required permission 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

 1. Address Types

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 college's 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 please 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 set by default 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

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

 1. How to Create  / Edit a Provider Contact Record

  1. Click on the Provider tab in the side menu

  2. Click the Search option in the side menu

  3. Enter either the Organisation full name or Abbreviated name into the search box

  4. Click the Search Institution button

  5. This will return a list of Providers that meet the searched criteria

  6. To filter the returned options in the search box above the returned results start typing the Provider name. This will reduce the number of results. 

  7. Click on the blue hyper link on the left side of the required record.

  8. Click on the Edit Contact Info option in the side menu

  9. Click the blue Address Type button

  10. Enter the required information into the fields

  11. Click the Save Contact Details button


Further Reading


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