Contractors

Modified on Fri, Aug 23 at 4:30 PM

Contractors are third-party locators hired to perform the locate on behalf of a company. Setting up a contractor allows tickets to be assigned, delivered and responses received from the contractor to update the ticket in UtiliSphere.

Add Contractor

On the top menu bar, click System Management ( ) > Administration > General > Contractors
On the Contractor Summary page, click Add a Contractor
On the Add a Contractor page, fill in the fields. See Modify Contractor, step 3, below

Modify Contractor

On the Contractor Summary page, in the Name column, click the contractor
On the Contractor Details page, click Modify this Contractor

On the Modify a Contractor / Add an Contractor page, fill in the fields:

Click Save

Reset Contractor Authentication Code

On the Contractor Details page, click Reset Contractor Authentication Code. Result: The page reloads and a new code is generated

If receiving responses from a contract locator, resetting this authentication code prevents their responses from being received until they update their system with this new code.

Generate Contractor Response Information Report

On the Contractor Details page, click Generate Contractor Response Information

The Contract Locator Response Information window appears. Send this information to the contract locator, so they can configure their system with the response codes needed to respond to tickets and the authentication code identifying the company whose tickets they are updating.

Field	Description
Authentication Code	The code that identifies the company the contractor is responding to
Company Name	The name of your contractor
Contract Locator	The name of the contractor
One Call Center	The organization that receives dig requests from excavators sends them in tickets to companies that own facilities
Registration Code	The code that identifies the company the contract locator is working for (in some cases, the registration code identifies the facility owned by the company)
Response	The update to the ticket. Responses can be complete or ongoing and can be used for positive responses to one call centers and excavators
Response Code	The code that identifies the response. Contract locators send these codes to respond to tickets

Send Tickets Assigned to Contractor

To assign tickets to a contract locator, see Ticket Assigned Notifications

Send End of Day Audit to Contractor

On the top menu bar, click System Management ( )>Administration>Ticket Management>Ticket Notifications
On the Ticket Notifications Overview page, in the left column, click End of Day Audit Notifications

On the End of Day Audit Notifications page, click Add an End of Day Audit Notification

When to Send Notification

Choose when to send the notification.

Description for the Notification

Type the description (name or notes).

Review the notification

Click Back to go back and make corrections

Click Finish. The End of Day Audit Notification Detail page appears

Email	Description
Pager	Email address of contractor's pager
Primary	Contractor's most important or preferred email address to receive tickets from you. If unknown, contact the contract locator
Secondary	Contractor's backup or less important email address

Setting	Description
Allow Tickets to be Assigned to this Contractor	Check to allow tickets to be assigned to this contractor To send the contract locator's phone number with the positive response to the excavator, add a callback number for the contract locator. You must configure the callback feature: Excavator Positive Response Settings
Allow this Contractor to Enter Responses for Tickets	Check to allow contractor to respond to tickets Positive response to one call center: Allows contractor to send positive responses to the one call center Positive response to excavator: Allows contractor to send positive responses to the excavator
Add Response to Tickets when Assigned to this Contractor	Choose the response to be added to tickets assigned to this contractor By default responses close tickets. To keep tickets open, check the box for Tickets Will Remain Open after a Response is Added

Notification	Description
To a recipient defined for my company	Choose recipient
To an email address I specify	Type email address
To a device defined for my company	Choose device. To set up devices, see Devices.

Field	Description
Damage Analysis Name	The name of the contractor used in Damage Analysis
Description	A note about or description of the contractor
Name	The name of the contractor