Under Configuration → External Staff → Manage Service Providers, you can define which information about external service providers should be recorded in Staffcloud.

Default Data Fields

The following data fields are included in the form by default:

• Provider name (required field)
• Email
• External provider ID
• Mobile number
• City
• Address

Customize Categories and Data Fields

The category headings as well as the names of individual data fields can be edited using the corresponding pencil icon.

You can also:

• define additional existing fields as required fields
• add new sections or categories to the form
• create additional data fields and include them in the form

Add New Data Fields

Use the “Add new field” button to create additional data fields.

For more information about creating and using data fields, see: Datafields and Forms

Newly created fields will then appear on the left under “Available fields”. From there, they can be dragged and dropped into the desired category within the form.

This allows you to customize the data sheet for external service providers according to the information and processes relevant to your organization.