Access: Service Providers
Overview: Basics on Navigating the SwiftComply Service Providers Tab including viewing and updating service provider information, searching and exporting service provider lists, as well as updating test kit information.
- Video Timing Key
- Navigating to the Service Providers Tab
- Searching for a Service Provider
- Service Provider Table Settings
- Exporting a Service Provider List
- Viewing Service Provider Details
- Editing a Service Provider
- Viewing Service Provider Users
- Viewing Service Provider Contacts
Video Timing Key
Want to skip ahead? Check out the time stamps of the topics covered in this video, below.
- Viewing Service Providers: 0:01
- Searching for a Service Provider: 0:24
- Editing Service Provider Table View: 1:00
- Exporting a Service Provider List: 1:24
- Viewing Service Provider Details: 1:37
- Editing Service Provider Details: 1:54
- Viewing/Editing a Test Kit: 2:21
- Viewing Users and Contacts: 3:05
Navigating to the Service Providers Tab
To see the service providers you test for, click on the Service Providers tab in the navigation menu at the left side of the screen.
Searching for a Service Provider
If you’re a tester for multiple testing companies, you may need to search for the service providers you’re working with.
To search for a service provider, in the Service Providers tab, you can enter the name of the service provider you’re looking for in the search bar next to the magnifying glass.
If you want to look up a service provider by other criteria (Contact, Phone, Email, etc) you can click the arrow on the right side of the search bar and enter in your information in the appropriate field. Click Save to complete your search.
Service Provider Table Settings
You can customize the columns you want to see in the Service Providers table by clicking the gear at the top right corner of the table. This will let you add and remove different data columns to create a layout that works best for you.
When you open the gear menu, select or deselect each column title by clicking the check box to the left of the titles. Click Save to save your new table settings.
Exporting Service Provider List
If you need to export a list of service providers, you can do so by clicking the Underlined Downward Arrow at the top right of the table. Clicking this will download an Excel file onto your computer that you can print or edit as you wish.
Viewing Service Provider Details
To view the details of a service provider, click the service provider’s name in the table. This will bring up the service provider’s profile and allow you to view Details, Test Kits, Users, and Contacts for each provider by selecting each corresponding tab in the profile.
Editing a Service Provider
To edit the details of a service provider, click on the service provider you’d like to update. This will open the details window. From the details window, click the pencil in the upper right of the window.
The detail fields will now be editable and will allow you to make your changes. Click Save once you’re done editing.
Viewing Service Providers Users
To view the users listed under a service provider, click the service provider to open up the details window and select the Users tab. This will show each user listed as well as their certification status and their contact information.
**Please Note: Each tester must have a different User Account with individual email addresses associated with them.
Viewing Service Provider Contacts
Contacts can be used to add in contact information for the people in your organization that the city may need to reach out to that aren’t testers. This can include office staff, owner(s), etc.
To view the contacts listed under a service provider, click the service provider to open up the details window and select the Contacts tab. This will show each contact’s type, name, email, and phone number.