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The provider's display consists of multiple tabs and sub-tabs used to manage the information of a provider. On these tabs you can perform such as actions as entering the provider's contact information; creating a price profile which contains the language combination and activity types that the provider can perform, as well as the rates applied to them; and logging the amount of time spent on this provider by the users at your company.  

The Tabs of the Provider Display

Contact Summary - Provider

The Contact Summary page lists the general information of a partner. The main purpose of this page is to serve as a partner's overview.

Main Data - Provider

The Main Data tab is arranged by sub-tabs which contain a provider's personal information, such as address, payment methods and means of contact.

Contact Persons - Provider

In this tab you can manage existing contact persons or create new ones for the selected provider. A contact person is the individual designated by a provider to receive all information and notifications.

Competences & Rates - Provider

In the Competences and Rates tab, you can create or modify existing price profiles for a provider. In a price profile, you can set unique rates and calculation units which will be applied to a specific activity in a language combination.  

Activities - Provider

The Activity tab records all the project activities assigned to this provider. The main purpose of this tab is to enable a user to efficiently monitor the work of a provider involved in multiple open projects.

Holidays - Provider

You can record the period when a provider is away and cannot participate in any of your projects in order to prevent a project manager from selecting an unavailable provider for an activity.

Files & Qualifications - Provider

The Files & Qualifications tab is organised by two tabs: the Personal Files tab and the Qualifications tab. The Personal Files tab is where you can upload a provider's files, such as a CV/résumé or a certificate. The Qualifications tab is where you can manually enter enter information related to the provider's employment history, such as linguistic and specialism qualifications and work experience.

Work Log tab

The Work Log tab provides an overview of all the jobs you or others at your translation agency have spent on a provider, customer, quote or project. In this tab, a user can also create new or edit or delete existing work logs.

Audit

The Audit tab records all the modifications made to the selected item, beginning from the date when you selected to have this item audited.  

 

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