Creating providers - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

Language
English
Product
HxGN EAM
Search by Category
Help
HxGN EAM Version
12.0.1

Providers facilitate knowledge base searches in the call center and provide additional levels of reporting for a department.

To create a provider:

  1. Select Operations > Call Center > Providers.

  2. Click New Record.

  3. In Organization, specify the organization to which the provider belongs.

  4. In Provider, specify a unique code identifying the provider, and then enter a description of the provider in the adjacent field.

  5. Specify this Provider Details information:

    Address 1 - Specify an address for the provider.

    Address 2 - Specify an address for the provider.

    City - Specify the city of the provider.

    State - Specify the state of the provider.

    Zip Code - Specify the zip code of the provider.

    Primary E-mail - Specify the primary e-mail address for the provider.

    Secondary E-mail - Specify an alternate e-mail address for the provider.

    Contact - Specify the contact person for the provider.

    Preferred Method of Contact - Select the method by which the contact prefers to receive correspondence.

    Class - Specify the class to which the provider belongs.

    Primary Phone - Specify the primary phone number for the provider.

    Secondary Phone - Specify an alternate phone number for the provider.

    Third Phone - Specify the third phone number for the provider.

    Primary Fax - Specify the primary fax number for the provider.

    Secondary Fax - Specify an alternate fax number for the provider.

    E-mail Fax - Specify the e-mail address for the provider if you use fax software that requires an e-mail address.

  6. Optionally, select the Out of Service check box if the provider is not used.

  7. Click Save Record.

  8. Click Convert to Supplier to replace this provider with the specified supplier record across the system.