Appearance
Add a provider
This article covers: Add Provider.
Before you start
- Access. You need access to Learning & Development > Training Providers. If you do not see it in the menu, ask your administrator for the role that covers this area.
Steps
Open Learning & Development > Training Providers.
Select Add Provider.
In the window Training Provider fill in the fields below.
| Field | What it means and what to enter |
|---|---|
| Provider Code | A short, unique code that identifies the record. |
| Provider Name | The name people see for the record. |
| Provider Type | Choose one: External Company, Individual Consultant, Freelance Trainer, University, College, Certification Body, Professional Institute, Online Provider, Government Provider, Internal Provider.... |
| Legal Name | The name people see for the record. |
| Website | A web address, starting with https://. |
| Description | Free text for your own notes. |
| Primary Contact Name | The name people see for the record. |
| Primary Contact Email | An email address. |
| Primary Contact Phone | A phone number with the country code. |
| City | Part of the postal address. |
| Country Code | A short, unique code that identifies the record. |
| Rating | For example: Rating (0-5). |
- Select Submit for Approval.
WARNING
The record is saved with the status Pending approval and an approval request goes to the approver. It becomes Active when it is approved. Who approves is set under Administration > Approval Hierarchies.
If something does not work
- The button "Add Provider" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.