Most assignments require some sort of vendor activity, such as relocation, taxes, immigration, etc. Equus Platform has the capability to initiate services with a variety of vendors either manually or automatically.
To request vendor services, select the ‘Vendor Services’ option found under the Assignment Management left menu topic. Within this screen,
click the plus (‘+’) icon found in the upper left corner to open a new service order request.
It is also possible to submit a vendor Service Order via other screens in the system; for example, from the Visas & Work Permits screen. Click the plus (‘+’) icon in the Visa and Work Permit Summary.
At the bottom of the screen, you will see the ‘Add Service Order’ button.
The Service Order Details screen will appear; select the appropriate value from the Service Order Type list. To select a Vendor,
click the dropdown arrow (‘˅’) icon. This will pull up the Select Vendor page.
To select a vendor, enter any information known and
click the ‘Find’ button. The list of vendors that have been set up in your system will appear in the Preferred Vendor Results or Normal Vendor Results.
Click the ‘Select’ button next to the desired vendor.
Note: The list of vendors and vendor contacts will auto populate based on the Service Order Type selected.
Fill in any additional details you may have and click the ‘Add Communication’ button at the bottom of the Service Order Details screen.
To send the pre-configured e-mail template to request vendor services,
select ‘Order’ in the Order Type list and ensure there is an email address in the To line, as well as verbiage in the Subject line.
Click ‘Save & Send’ to submit the order.
Note: You may attach documents to the service order by using the Documents plus (‘+’) icon.
The vendor will receive the email to begin the service request and a record of the communication sent and Service Order submitted will appear in the Vendor Services and Notes/Communications pages. Vendors may be given access to the Equus Platform system in order to update details in the assignment record.