Revision History

Version	Date	Author	Designation	Description of change
1.0	Jun 17, 2021	@Yadukrishnan G (Unlicensed)	Technical Writer	Draft

Introduction

Once a Company Registration request is submitted, Internal Admin needs to approve/reject the service providers associated with it.

An Internal Admin can perform the following actions:

View Company details
Edit Identifier Details of a Company
Approve/Reject a service provider
View/Modify service settings of a service provider
Provide Comments
Suspend a Company

View Company Details

1. Users can search for a company from the Company Profile page. Click on the Company Name of the company you want to view.

2. User is navigated to the About Company page. User can use the left navigation bar to go to different pages and view the details.

Fig1: About Company

Approve/Reject a service provider

1. Navigate to the Service Information page from the left navigation bar

Rejection flow

1. Select the checkbox of the service provider(s) you want to reject and click on the reject button.

2. Add a comment in the Add comment field and click on YES button

3 A message “Selected Service Provider(s) rejected” will be displayed.

The Service Status of the rejected service providers will remain in INACTIVE status

The Approval Status of the rejected service providers will change to REJECTED

Note: It might take a few minutes for the status change to be reflected.

Approval flow

1. Select the checkbox of the service provider(s) you want to approve and click on the APPROVE button

2. Add a comment in the Add comment field and click on YES button

3. A message “Selected Service Provider(s) Approved” will be displayed.

The Service Status of the approved service providers will change to ACTIVE status

The Approval Status of the approved service providers will change to APPROVED

View/Modify service settings

1. Navigate to the Service Information page from the left navigation bar

2. Click on the three dots corresponding to an approved service provider and then click on the Service settings option from the list

3. A popup with the service settings of the service provider will appear.

User can enable/disable a service setting by clicking on the switch button corresponding to it

User can check the Activate All checkbox to enable all the service settings

4. In case the user disables one or more services, the Service Status will change to PARTIAL.

Edit Identifier Details

1. Click on the EDIT button at the bottom pane.

2. Navigate to the Identifier Details page.

3. User can click on the edit icon corresponding to a service provider to edit the details.

4. Modify the Identifier details and click on the tick icon.

5. Click on SAVE button once the details are modified.

Comments

1. Click on the ADD COMMENT button at the bottom pane.

2. Add/Remove comments

2.1 A popup will appear where you can add your comments.

2.2 Enter the comments in Add comment field.

Click on UPLOAD DOCUMENT(MAX 10MB) to attach any document with the comment

Click on the POST COMMENT button.

The comment will appear at the bottom of the popup.

2.3 Users can click on the bin icon corresponding to a comment to delete it.

Click on yes button to confirm the delete operation

Comments page

Users can navigate to the Comments page from the left navigation bar. Users can see all the comments for this company in this page. Users can remove a comment by clicking on the bin icon

Suspend Company

1. Users can navigate to the Company Settings page from the left navigation bar. Click on the SUSPEND button.

2. Type any comments in the Add comment field.

Select the users to be notified about this suspension by clicking on an option from Send notification in the company to radio button.

Click on YES button.

3. The company status will change to SUSPENDED. The user can click on UN SUSPEND button to revoke the suspension.

4. Type any comments in the Add comment field.

Select the users to be notified about this by clicking on an option from Send notification in the company to radio button.