Service Provider Configuration

What Is Service Provider Configuration?

Service Provider Configuration is the Admin page in Otuvy QM. It is the central hub for configuring your account at a system-wide level. You get there by clicking the Admin tab in the main navigation.

Additional admin options are available by hovering over the Admin tab rather than clicking it: SP Info, SP Organization, View Catchall, Announcements, and Billing.

Sections of Service Provider Configuration

The page is organized into six sections.

Job Configuration

• Services — Manage the services used in inspections and job templates
• Service Categories — Organize services into categories
• Areas — Define areas used in job templates
• Frequencies — Set up frequency options used in job templates
• Functions — Define function types used in job templates
• Tracking Items — Create and manage tracking items tied to services
• Job Templates — Build reusable job templates for service locations
• Custom Rating Templates — Configure custom rating scales for inspections
• Inspection Template Types — Define types used to organize inspection templates
• Mobile Survey Templates — Create templates for anonymous mobile QR code surveys
• Sublocation Service Assignment (SSA) Templates — Build templates for assigning services to sublocations
• "At A Glance" Color Summary — Configure the color-coded summary display
• Report Writer — Build and manage custom reports

Scheduling Configuration

• Scheduled Items — Manage items used in job schedule events
• Service Groups — Group services together for scheduling purposes

Work Order Configuration

• AutoResponse Message — Set up automatic replies sent when a work order is received
• Auto Archive Message Settings — Configure the number of days after creation before a work order is automatically archived
• Message Types — Create and manage work order message type labels
• Filing Types — Define tags that can be added to a work order, visible on the web only and not reportable
• Priorities — Set up priority levels for work orders
• Custom Work Order Status — Create custom status labels for the work order workflow
• Mass Email — Send bulk emails to contacts or employees
• External Email Settings — Configure how external emails interact with work orders
• Custom External Emails — Set up custom external email rules
• External Email Date Rules — Define date-based rules for external email handling
• External Email Exclusions — Manage exclusions for external email processing
• Notification Branding — Customize the branding on outgoing email notifications
• Work Order ID Pattern — Define the format used for work order ID numbers
• Last Updated By Settings — Configure how the last updated by field is tracked

Language Configuration

• Language Setup — Configure language options for the account
• Predefined Language Text Options — Set up predefined text choices for work order fields

Organization Configuration

• Contact Types — Define the types used to categorize contact records
• Phone Types — Set up phone type labels for contact and employee records
• Address Types — Define address type labels
• Email Types — Set up email type labels
• Positions — Create and manage position types for employees and contacts
• Module Permission Templates — Build permission templates to assign to users
• Notification Templates — Create reusable notification settings for users

Other

• Custom Question Templates — Build custom question sets for inspections, surveys, and records
• Sublocation Templates — Create templates for sublocations and sections
• Manage Upload Files — Upload and manage files used across the account
• Import — Import data into the system
• Secondary Service Providers — Set up additional "Doing Business As" identities on the account

Admin Tab Hover Options

In addition to the Service Provider Configuration page, hovering over the Admin tab gives you direct access to:

• SP Info: System-wide account settings including address, branding, time zone, inspection settings, and work order generation rules
• SP Organization: View and manage the SP Organization Chart
• View Catchall: Review external emails that were caught before routing
• Announcements: View recent system announcements
• Billing: Access billing information for the account