Managing Required Sections

    You can view and manage the compliance status for the selected basic requirements through the Compliance Summary page.

    ServiceChannel provides you with a list of optional basic requirements that are very important to managing your service providers, such as licenses, insurance, and banking information. By default all these sections are required for all your service providers; however, you can adjust which requirements you need as necessary.

    Required Sections

    Should you have any additional requirements for your service providers, use custom requirements.

    How to Update Required Sections

    1. On the Compliance Summary page, select the Requirements tab. The Requirements page appears.
    2. Update required sections:
      • To activate - In the Required sections, check the box(es) next to the desired requirement(s).
      • To deactivate - In the Required sections, uncheck the box(es) next to the requirement(s) you want to remove.