Home Portal

Skip to end of metadata
Go to start of metadata
Templates Tab Multiple Provider Change

 

In the Templates tab you can select the default document templates to be used for the selected providers whenever you create new invoices, LISA evaluations, purchase orders and multiple purchase orders..  
  • Items marked as default only signify suggestions automatically made by the system whenever appropriate. It is possible to select a different item for a given action.
  • To create or modify templates used for the items listed in this tab, go to System > Configuration > Templates > Document Templates.

 

 
  • To have the system ignore specific information in the modification process, select the Do Not Change radio button for a given field. The information represented in the field will not be modified.
  • To modify, select the Set radio button, click on the drop-down list and select the numbering schemes and document templates.
Invoice Template

The document template automatically suggested by the system whenever you create a new invoices for these providers.

LISA Evaluation Template

The document template automatically suggested by the system whenever you generate a document which has the results of a recent LISA evaluation of the provider's performance on an individual activity.

To modify the LISA evaluation list, go to System > Configuration > System Values > LISA Evaluation Levels. The number of levels in the list cannot be changed, but you can modify a level's name and threshold, add a localised name for a level or revert the scale so that 1 is the highest mark and 10 is the lowest mark or vice versa.

You evaluate the provider's work according to the LISA standards in the Evaluation tab of a given activity's Display.

Purchase Order Template

The document template automatically suggested by the system whenever you send to the provider a new purchase order of an assigned activity for a given project.

You send purchase orders to a provider from a given project's Documents tab or a given task's Documents tab.

Multiple Purchase Order Template

The document template automatically suggested by the system whenever you send to the provider a new single purchase order which contains the specifics of multiple activities for a given project.

NextClick to advance to the Confirmation Page.
CancelClick to terminate the modification process.