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Why is a provider name missing from my draft orders list?

What to check to ensure that providers are listed correctly

What are the setup requirements for Service Providers?

Service providers includes internal workforce members in addition to external contractors and service providers. There are some requirements in order for their names to be listed as possible recipients for orders or enquiries. These are listed here for reference:

  • They must have a current Flow360 user account
  • They must have appropriate work remits set up (geographical, work-type and cost remits) for the relevant client and/or site
  • Optionally, if they are to be linked to a team, they must have an employment contract and they must be allocated as a member of the relevant team

If a provider does not appear on your list when you expect them to be listed, please check the above requirements carefully.