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Service Providers and Quotes

A Service Provider is a business or organisation that provides services associated to Support Areas to participants within their plan.

Service Providers supply Quotes for the services that they will provide to participants.

When a participant uploads an invoice from Service Provider for services that have been provided, the participant will select the Service Provider and a Quote from the selected Service Provider so that the invoice can be reconciled to the service Provider. Note that when uploading an invoice, if the service provider and quote are not selected, there may be delays incurred in the service provider being paid.

To view the Service Providers that have been allocated to a specific Support Area, perform the following steps:

  1. On the Home Page, select the an open plan from the My Open Plans list view.
  2. A Plan Details page will be displayed where you will see the list of All Support Areas associated with the plan. Select a Support Area from the list view.
  3. A Support Area Details page will be displayed where you will see the list of Service Providers associated with the support area.
  4. To view the details of the Service Provider, select the Service Provider from the list view and a popup window will be displayed showing the relevant details.
  5. To return back to the Support Area Details Page, press the Close button on the popup window.

Quotes are similar to Service Providers. To view the Quotes that have been allocated to a specific Support Area, perform the following steps:

  1. Navigate to the Support Area Details page in the same as you did for Service Providers.
  2. On the Supprt Area Details page you will see a Quotes list view.
  3. To view the details of a particular Quote, select the quote from the list view and a popup window will be displayed showing the relevant details.
  4. To return back to the Support Area Details Page, press the Close button on the popup window.

Now that have an understanding of Service Providers and Quotes, click here to see how a Service Provider and a Quote that they have provided can be selected when uploading an invoice.