Searching for Service Providers

    The Service Providers Search allows you find both your internal service providers and the service providers in Compliance Manager. This is useful when you need to quickly glance at your providers to see which trades they service. You may search by trade, provider, or address. 

    Note: In order to view provider information such as the Provider ID, IVR PIN, and Communication information, see About Providers in the Administration module under the Administration module.

    You may search for all providers or current providers. Current Providers are those who are actively linked to at least one location and is set to at least one trade at any rank. In other words: even if you have a service provider in your private network or a provider setup as an internal service provider, the provider will only list as current when tied to a location and rank. See Managing Provider Assignments for a Location for more information.

    Searching for Providers

    How to Search for Service Providers:

    1. In the top navigation bar, click more ▾.
    2. Click Service Providers. The Provider Search page appears.
    3. Enter the appropriate search criteria.
    4. (Optional) Check the Select Current Providers Only box.
    5. Click Find Provider. The list of service providers will appear.

    Downloading the Service Provider List

    In Microsoft Excel, you are able to view the service provider’s information, including IVR Pin number, the Tax ID, and the remit address. Note: This information is for record keeping purposes only.

    How to Download the Service Provider List:

    1. On the Provider Search page, enter the appropriate search criteria.
    2. (Optional) Check the Select Current Providers Only box.
    3. Check the MS Excel box.
    4. Click Find Provider. The Get Excel Report page appears.
    5. Click Launch Excel. A dialog box will appear.
    6. Click either Open or Save File. The provider list will download to your computer.