Vendors
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Third-party vendors can be added to your dashboard so that they can be registered as visitors and complete Work Orders via the app or dashboard. Use Case Example: If work at our building needs to be completed by a third party vendor (ABC Window Cleaning), we want employees from ABC Window Cleaning to be able to access our building, and see and complete the work we've assigned to them. In order to do that we need to take the following actions in the dashboard: Add Vendors and Vendor Users: add ABC Window Cleaning as a Vendor create an ABC Window Cleaning Work Group so that people in that work can receive notifications add ABC Window Cleaning employees as Vendor Uses Assign and Route Work to Vendors: assign Work Orders to Vendor Users within ABC Window Cleaning and/or route Work Orders to ABC Window Cleaning Register the Vendor Visits Requirements: Vendor Users need to be on at least version 24.19.0 of the app If you do not see Vendor Users as an option in your User Roles dropdown, please reach out to techsupport@cove.is Articles: Add Vendors Add Vendor Users Assign and Route Work to Vendors Register Vendor Visits (individual or group) Follow the directions to register a visitor, except: Select Vendor from the dropdown Select the specific vendor from the dropdown The vendor's COI status and expiry date will appear. Please note that you can still register Vendors even if their COI is expired.
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