Managing Labels

    You may use labels to group or classify service providers, invitations, or agreements based on desired criteria. This helps you to quickly act on select providers/invitations/agreements. Labels are only visible to your company’s users, and are not visible to service providers.

    You may manage labels through the Contractors, Invitations, and Agreements sections of Compliance Manager.

    Adding a Label

    Labels can be added through the Filters sections of the Contractors, Invitations, or My Agreements pages.

    Labels Section

    Labels created from any of these pages can be applied to service providers, invitations, or agreements from the corresponding pages.

    Note: When you create a label, it is private to you, which means other people in your organization will not see which provider, invitation, or agreement you marked with that label. You must change the label to public so others will see which providers, invitations, or agreements you marked with that label.

    How to Add a Label

    1. At the bottom of the Filters section in the left, click Labels. The Labels section expands.
    2. Enter the name of the label in the Create New Label textbox, and then click Add. The new label is listed in the Labels section.

    Editing a Label

    You may edit a label to update the name and/or to switch between public/private status. Note that editing a label name or status will affect all associated service providers, invitations, and agreements.

    How to Edit a Label

    1. At the bottom of the Filters section in the left, click Labels. The Labels section expands.
    2. Click Manage Labels. The Manage Labels window appears.Managing Labels
    3. Click Edit to the far right of the label you want to edit. A pop-up opens.
    4. Update the label name and/or status:
      • Click the required radio button to change the label status between public/private.
      • Enter the new name of the label.
    5. Click Save. The Manage Labels window displays the label with the updated name and/or status.
    6. Click Close. The updated label is listed in the Labels section.

    Deleting a Label

    Deleting a label will remove the label from all associated service providers, invitations, and agreements.

    Note: You cannot delete a label that is associated with a custom requirement.

    How to Delete a Label

    1. At the bottom of the Filters section in the left, click Labels. The Labels section expands.
    2. Click Manage Labels. The Manage Labels window appears.
    3. Locate the desired label, and click Delete. A confirmation dialog opens.
    4. Click OK. The deleted label disappears from the list of labels in the Manage Labels window.
    5. Click Close.

    Applying/Removing Labels from Service Providers/Invitations/Agreements

    You can apply or remove labels from service providers, invitations, or agreements from the corresponding pages in Compliance Manager. You may also apply a label to an invitation when you create the invitation.

    How to Apply Labels to Service Providers/Invitations/Agreements

    1. In the appropriate page, check the boxes next to the desired service providers/invitations/agreements, or check the box next to Apply to all in the top-left section of the main pane to select all service providers/invitations/agreements.
    2. Click the Apply Labels button. A drop-down list opens with the label names.
    3. Check the boxes next to the labels you want to apply. (Note: A “-” symbol indicates that the label is already applied to some of the selected service providers/invitations/agreements.)
    4. Click Apply. The applied labels now appear in the Labels section for each selected service provider/invitation/agreement.

    How to Remove Labels from Service Providers/Invitations/Agreements

    1. Check the boxes next to the desired service providers/invitations/agreements, or check the box next to Apply to all in the top-left section of the main pane to select all service providers/invitations/agreements.
    2. Click the Apply Labels button. A drop-down list opens with the label names.
    3. Uncheck the boxes next to the labels you want to remove. (Note: In case a label is not applied to all selected providers/invitations/agreements, a “-” appears next to the label. You need to click twice to uncheck the box.)
    4. Click Apply. The labels are removed from selected service providers/invitations/agreements.