Managing Compliance with Requirements

    Regular analysis of your service providers’ compliance helps you reduce risks related to your service provider network. From the Compliance Summary page, you can view service providers' compliance with requirements, send notification to service providers, export their information, or review their profiles and manage them.

    Viewing Service Providers’ Compliance for All Requirements

    The Compliance Summary tab displays the compliance of both your in-network and invited service providers. On the Compliance Summary page, the overall compliance percentage is indicated in the #% Overall Compliance of # Contractors section at the top-left. The overall compliance percentage depends on the other filters applied.

    Compliance_Summary

    The Results section of the Compliance Summary page displays the compliance of your service provider network, either invited or in-network providers. The symbols under the column headers represent whether a service provider complies with the specific requirement.

    Symbol

    Compliance Status

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    Compliant

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    Non-compliant

    Image5.png

    Not applicable

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    Expires soon (Click the symbol to view the expiration date.)

    By default the results are arranged alphabetically. Next to each service provider’s name, the percentage of compliance displays. On top of each requirement, the number of service providers who are not compliant with the requirement displays.

    Note: You may view insurance compliance in detail and/or approve/reject insurance certificates of your service providers in the Certificates of Insurance Detail View tab.

    Filters

    The Compliance Summary tab has several filters that help you review compliance information as desired. You may apply the filters one at a time or use a combination of filters to view the following information:

    Invited service providers - Compliance of service providers who are currently going through the on-boarding process for joining your private network, but are yet to be accepted.

    In-network service providers: Compliance information of active service providers in your private network.

    Compliant CM_Compliant-button.png - Displays the compliance summary of all compliant providers. The percentage and number of service providers who are 100% compliant with all your requirements display in the button. (The percentage and number of providers displayed here vary based on the other filters applied, such as invited/in-network, trade, or primary rank status.)

    Non-Compliant CM_Non-compliant_button1.png - Displays the compliance summary of all non-compliant providers. The percentage and number of service providers who are not 100% compliant with all of your requirements display in the button. (The percentage and number of providers displayed here vary based on the other filters applied, such as invited/in-network, trade, or primary rank status.)

    Primary ranked providers - Compliance of primary ranked providers for all trades and locations.

    Trade - Compliance of service providers offering a specific trade, which you may select by clicking in the Filter by Trade field, and selecting the desired trade in the drop-down list that appears.

    Specific provider by name - Compliance of a specific service provider.

    Sorting Options

    By default, the list of service providers displays in alphabetical order. For easy review of compliant or non-compliant service providers, you may arrange the list by percentage of compliance.

    Requirement - Click a requirement name to view non-compliant service providers for that requirement at the top of the list. Clicking the column header again displays compliant service providers at the top.

    Compliance % - Click the Compliance % link to arrange the list by providers with the highest levels of compliance at the top. Clicking Compliance % again lists providers with lowest levels of compliance at the top.

    Contractors - Click the Contractors link to arrange the list by alphabetical order. This overrides sorting by specific requirements. The list can be arranged in reverse alphabetic order by clicking the Contractors link again.

    Sorting Compliance Summary

    Displaying Requirements in Compliance Summary

    You can view the compliance status for both standard and mandatory custom requirements in the Compliance Summary page. You can also select the specific requirements that you want to be displayed in the Results section.

    How to Choose Requirements to Display in the Compliance Summary

    1. On the Compliance Summary page, click the arrow head next to Column Selector # of #.
      Selecting Requirements to Display in the Summary
    2. Check the box(es) next to the desired requirements. To select all the requirements, check the box next to All Columns. The page refreshes and the compliance information for the selected requirements appears.
    3. In the Column Selector # of # list, drag and drop the requirement names up or down to set the order in which you want the requirements to appear in the Results section.

    Sending Notification to Service Providers for Compliance With All Requirements

    Sending notifications to remind your service providers about complying with requirements reduces possible risks or losses due to non-compliance.

    How to Send Notification to Non-Compliant Service Providers

    1. On the Compliance Summary page, check the box(es) next to the desired service providers’ names, or check the box next to Contractors to select all service providers.
    2. Click Send Notification to Contractor(s). The Send Notification pop-up window opens with a prefilled message section, containing a placeholder for the requirements the service provider(s) need to comply with.
      Sending Notification to Service Providers for Compliance

      Note: When you send notifications to service providers, the specific requirements that each service provider has to comply with will be filled out in the {{{requirements}}} section of the message.

    3. (Optional) On the Send Notification pop-up window, edit the prefilled message. Note that removing the {{{requirements}}} placeholder will remove the list of requirements from the message.

      Note: To include an image or a link to an external website, use the edit options available at the top of the message area.

    4. Click Send. A Send Notification dialog box appears.
    5. Again, click Send. The number of notifications that were processed and the number of notifications that failed display.
    6. (Optional) To view the delivery status of the processed notifications, click Details.
    7. Click Close.

    Exporting Compliance Information for Offline Use

    In case you want to add service provider compliance information to other systems, or share the information with other users, you can download the information.

    How to Export Compliance Information

    1. On the Compliance Summary page, check the boxes next to the desired service providers’ names. To select all service providers, on the top-left of the Results section, check the box next to Contractors.
    2. Click the Export Contractor(s) button. The selected service providers’ compliance information gets downloaded to your device.

    Managing a Service Provider from Compliance Summary

    In addition to viewing compliance information of your service providers from the Compliance Summary page, you can also review their profiles. From a service provider’s profile, you can manage the provider by performing several actions such as sending section incomplete reminders or reviewing financial information.