ServiceLink How-Tos

1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select ServiceLinks.
2. Fill in one or more of the following search fields:
   • ServiceType – Only Links to the type of app selected return in the results table.
   • ServiceLink Status – Only Links with the status selected return in the results table.
     • All
     • Linked – The Link is established between the Owner and the Partner.
     • Not Linked - All – All Links that were unable to establish a relationship with a specific Partner.
     • Not Linked - Multiple Matches – The Link failed because the Partner in the imported file matched more than one company or location.
     • Not Linked - No Match Found – The Link failed because the Partner in the imported file did not match any company or location.
   • Date On Or After – Only Links updated on or after the selected date return in the results table. Defaults to 7 days prior to the current GMT date.
   • Date On Or Before – Only Links updated on or before the selected date return in the results table. Defaults to the current GMT date.
   • Subscribing Company – Only Links for the Partner selected return in the results table. The identifiers populate from Company and Partner Master Data.
   • Keywords – Filters the results to Links that contain the entered Keywords in the Service Admin, Street 1, Street 2, City, State Or Region, Postal Code, or Country fields.
3. Select Search.

   The results display in the table.

• To view the details of a Link, select View Details in the Actions column.
  • Links can also be removed or resubmitted on the View ServiceLink Details screen.
• To remove a Link, select Remove in the Actions column, and select Confirm in the dialog box.
• To resubmit an unsuccessful Link, select Resubmit in the Actions column.

Partner companies and locations must be:

• Added to Company or Partner Master Data.
• Added to the Manage Partners screen.

1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select ServiceLinks.
2. Select Create ServiceLinks.
3. Select the type of app through which the Link establishes a business relationship with a Partner from the Service Type drop-down.
4. Enter the company or location Subscribing Entity that the Link establishes a business relationship with.

   Partners only display in the type-ahead field if their entry in Company or Partner Master Data is assigned a globally recognized identifier (e.g. DEA, DUNS, HIN).

5. Enter the Subscribing Entity Service Administrator Email Address in the text field (optional).

   If the email does not correspond to a user in the Subscribing Entity, the TraceLink Network assigns a Company Administrator at the Subscribing Entity as the Manager.

6. Select Create Another ServiceLink to add another Link.
7. Repeat steps 3 - 6 for each Link to add.
8. Select Create ServiceLink(s).

   The Manage ServiceLinks screen displays, and TraceLink begins sending Link invitations to all of the specified Partners.

The Manager at the Partner company or location receives an email with the Link invitation, and must accept it to Link to the app.

1. Hover over Company Administration on the User Profile drop-down in the top right of any screen, and then select ServiceLinks.
2. Select the Import ServiceLinks icon in the top-right.
3. Select the Service owned by the company that the Link establishes a business relationship with.
4. Select Choose File.
5. Browse for and select the desired CSV File (see Formatting the CSV for more information).
6. Select Submit.

   The Manage ServiceLinks screen displays.

• To download a sample CSV File, select LinkSample.csv.