Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 2 Next »

Overview

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.

Key terms and concepts

Address Types:

Field nameBrief Overview

To


Attn Name

Name of Institutions Primary Contact eg Chief Financial Officer
Property NameBuilding Name
Flat / Unit Number
Street Number
Street Name
Postal Box
City
PostcodeAustralian Post Code
orOversea Post Code
StateAustralian State
Country
Mobile
Home
Day Phone
Fax
Email
Web Address
IM Protocol
IM Address


Implications

This section of the KB will explain what potential issues or problems users can come across and why they happen.


Workflow

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 reduce the returned options in this 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 Provider Contact detail button


Further reading

This section of the KB contains links to any further related information that would be helpful for the purpose  understanding this topic.


  • No labels