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 name | Brief Overview |
---|---|
To | |
Attn Name | Name of Institutions Primary Contact eg Chief Financial Officer |
Property Name | Building Name |
Flat / Unit Number | |
Street Number | |
Street Name | |
Postal Box | |
City | |
Postcode | Australian Post Code |
or | Oversea Post Code |
State | Australian State |
Country | |
Mobile | |
Home | |
Day Phone | |
Fax | |
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
- 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
Further reading
This section of the KB contains links to any further related information that would be helpful for the purpose understanding this topic.