Suppliers

Executive Summary

Suppliers is the setup list of AlayaCare suppliers used when scheduling against supplier resources. Administrators refresh the list from AlayaCare and then open a supplier to maintain the local settings that control how that supplier is scheduled: scheduler interval and height, which AlayaCare validations may be overridden, how clock-in times are recorded, and which facilities the supplier is linked to. The supplier's AlayaCare groups are shown for reference.

Key Features

Review suppliers imported from AlayaCare, including profile, branch, code and scheduler settings
Refresh the list from AlayaCare when suppliers change
Edit scheduler interval minutes, cells per interval, scheduler height, visit overrides and clock-in options
Review the AlayaCare groups a supplier belongs to
Add or remove the facilities linked to a supplier

Typical Workflow

Click Refresh From AlayaCare after suppliers change in AlayaCare.
Click the edit icon on a supplier (or right-click the row and choose Edit).
On the General tab, click Edit to change the scheduler, override and clock-in settings, then click Save.
On the Facilities tab, click Add to link a facility, or delete a facility that no longer applies.
Click Close.

Available Permissions

The following permissions are available to be assigned to AlayaCare Roles:

Attribute	What It Controls
View	Open the page and use all of its actions and edit dialogs

Main Grid

The grid lists the suppliers (9 rows per page, sorted by code, highest first). The first three columns stay in place while you scroll sideways.

Column	Description
Profile Email	Email address on the supplier's AlayaCare profile.
Profile Name	Name on the supplier's AlayaCare profile.
Id	AlayaCare supplier ID.
Guid	AlayaCare supplier GUID.
Number	AlayaCare supplier number.
Employee Id	AlayaCare employee ID linked to the supplier.
Branch	Branch the supplier belongs to.
Code	Supplier code.
Description	Supplier description.
Interval Minutes / Day	Scheduler interval in minutes per day.
Cells Per Interval Day	Scheduler cells per interval.
Height in Pixels	Scheduler height in pixels.
Override Overlapping Visits	Checked when overlapping visits may be overridden.
Override Service Instructions	Checked when the service instructions validation may be overridden.
Override Reason Code	Checked when the reason code validation may be overridden.
Override Locked Visit	Checked when locked visits may be overridden.
Override Blocked Employee	Checked when a blocked employee may be overridden.
Override Unavailable Employee	Checked when an unavailable employee may be overridden.
Override Blocked Facility	Checked when a blocked facility may be overridden.
Override Authorization	Checked when authorization checks may be overridden.
Clock Current Date Only	Checked when clocking is limited to the current date.
Clock Time To Use	Visit Time or Actual.
Visit Colour Determined by	How visit colour is determined.
Manage Records	Edit icon that opens the supplier.

Actions

Button	Description
Refresh From AlayaCare	Reads the suppliers from AlayaCare and updates the list. Shows a progress panel while it runs.
Edit (row icon, or right-click a row)	Opens the supplier.

Dialog Components

Edit Supplier

Opens from the edit icon on a row, or Edit on the right-click menu. The top of the dialog shows the supplier's AC Number and Branch, which cannot be changed. Close returns to the grid, which refreshes.

Tabs

Tab	Purpose
General	Supplier details (read-only) and the scheduler, override and clock-in settings, with an Edit button.
Groups	The AlayaCare groups the supplier belongs to.
Facilities	The facilities linked to the supplier.

General Tab

Shows AC Id, AC Guid, Employee Id, AC Number, Branch, Name and Email (all read-only), plus the settings described under Edit General. Click Edit to change the settings.

Groups — Grid

Column	Description
Group Name	Name of an AlayaCare group the supplier belongs to. Groups are read-only and are updated by Refresh From AlayaCare.

Facilities — Grid

Column	Description
Facility	Name of a facility linked to the supplier.
Manage Records	Delete icon.

Facilities — Grid Actions

Button	Description
Add	Opens the Facility dialog to link another facility. Also available on the right-click menu.
Delete (row icon, or right-click a row)	After you confirm "Are you sure you want to delete this facility?", removes the link and shows "Facility Deleted".

Edit General

Opens from Edit on the General tab. Change the values and click Save, or Cancel to close without saving.

Field	Purpose
Interval Minutes / Day	Scheduler interval in minutes per day.
Cells per Interval Day	Scheduler cells per interval.
Scheduler Height In Pixels	650, 800 or 1000.
Overrides	Checkboxes: Overlapping Visits, Service Instructions, Reason Code, Locked Visit, Blocked Employee, Unavailable Employee, Blocked Facility, Authorization.
Clock Current Date Only	Limits clocking to the current date.
Clock Time To Use	Visit Time or Actual.

Facility

Opens from Add on the Facilities tab. Choose a Facility and click Save, or Cancel. Only parent facilities are offered.

Dependencies

The following tables must be configured for lookups on this view to work:

Table	Description
Facilities	Parent facilities offered when linking a facility to a supplier.

Processing Overviews

This section describes what happens after you confirm a processing action.

Refresh From AlayaCare

Signs in to AlayaCare and reads all suppliers.
For each supplier already on the list, updates its code, description, profile name and profile email, then replaces its list of groups with the groups from AlayaCare. Scheduler, override, clock-in and facility settings are not changed.
For each supplier not yet on the list, adds it with its AlayaCare ID, GUID, number, employee ID, branch, code, description, profile name and email, and its groups. A new supplier starts with all of the override options and Clock Current Date Only checked, Clock Time To Use set to Actual, and the scheduler interval, cells and height set to 0, so review these settings for each new supplier.
Shows progress as each supplier is processed, then reloads the list.