IWeb 5.17.5 Provider Recruitment and Tracking Module User Guide

Provider Recruitment and Tracking Module User Guide

The Provider Recruitment and Tracking module is an add-on component to the IWeb application that provides an interface to manage and track the recruitment progress of potential registry providers. The module stores a potential provider's information, tracks the provider through the various recruitment steps (forms completed, exports written, trainings, etc.), displays a to-do list of the next activities/steps for each provider, and generates forms and labels used in the process. It can also track the progress made by individual recruiters and provide reports detailing each recruiter's status and throughput.

The module contains an integrated help desk tool that can track provider issues, automatically provide user feedback, and report relationships between help desk calls and recruitment activities.

Depending on the workflow, a recruiter can:

Define billing vendors and their associated products
Define facility groups
Define activities (tasks to track to-do items and accomplishments)
Run various reports
Create contacts

NOTE: Only users with Registry Client access to IWeb can add users to the Provider Recruitment and Tracking module. Refer to the IWeb Administrator Guide for more information.

The following topics are included in this user guide: