Worker Details

This section allows you to enter the workers that you want to assign to the managed services request, or send the details to the MSP or supplier/vendor for worker details.

After you enter the required information, click to advance to the next page of the wizard.

Field Description
Provide Worker Details/Send for Worker Details This option only displays if configured for your client organization.

If you select Provide Worker Details, you enter the worker during request creation.

If you select Send For Worker Details, you provide the supplier/vendor that will add the worker details after the request is submitted.

First Name Enter the first name of the worker.
Middle Name Enter the middle initial of the worker.
Last Name Enter the last name of the worker.
Worker Email Enter the worker's email address. Email address must be entered in a valid format, for example, must include the domain extension.
Nickname Enter the worker's nickname.
Supplier

Providing Worker Details

The Supplier field is a combination field. It is a suggestive search field that displays active supplier/vendor organizations with an active managed services agreement. It also accepts a text entry in case the supplier is not already configured.

Sending for Worker Details

The Supplier drop down appears. Select the supplier organization that adds the worker information to the request.
Note: The supplier is required if sending for worker information.