Vendor Portal: Assignments

Overview

The Assignments page allows vendors to review, sign, and acknowledge new, revised, or terminated work orders submitted by clients. Users can filter assignments, review assignment details, sign the Business Operations Summary, and acknowledge assignment requests.

Accessing Assignments

Login to the Vendor Portal and select Assignments from the left-hand panel.  

Filters

Use the available filters to customize the assignment results:

• Status Change Threshold
• Assignment Type
• Assignment Status
• Location(s)

To select all locations, toggle the switch beside the search box to ensure all desired locations are selected.

After choosing the appropriate filters, click the Magnifying Glass icon to display matching assignments.

Assignment Results

The Assignments page displays a list of assignments matching the selected filters.

The results include the following columns:

• Location
• Requested By
• Reason
• Position
• Original Start
• Revised Start
• End
• Total Hours
• Assignment Type
• Business Operations Summary Signed
• Assignment Status

Select an assignment from the list to open the Review Request page.

Review Request

The Review Request page displays detailed information about the selected assignment, including:

• Client Information
• Vendor Information
• Assignment Requirements
• Weekly Schedule
• Business Operations Summary
• Additional Point(s) of Contact to Notify

Additional contacts can be entered in the Additional Point(s) of Contact to Notify section to receive assignment notifications.

Business Operations Summary

Within the Review Request page, select Review Summary under the Business Operations Summary section.

From the Business Operations Summary page, users can:

• Review the complete summary
• Copy the page URL
• Print the summary using the Print option in the upper-right corner

After reviewing the summary, select Sign Business Operations Summary.

To complete the signature:

1. Select the acknowledgment checkbox.
2. Enter your full name.
3. Click Submit.

Acknowledging the Assignment

After the Business Operations Summary has been signed, return to the Review Request page.

Select the Acknowledge option at the bottom of the page to complete the assignment acknowledgment process.