Gathering new information and making Providers inactive

Gather updated provider information 

If you wish to send a new questionnaire to your provider, the original questionnaire can be closed and then you can source the public link and send directly to the provider.

To close a form, see Close a Form or entry on your Register. To find the public link to your form to send to the provider, see Access and Link your Forms.

Making your provider inactive 
If you wish to make your provider inactive, the linked questionnaire should first be closed and the provider can then be deactivated.
Note: The questionnaire must be closed before the provider can be deactivated, as the information is linked. 

To remove the provider

1) Navigate to Resources > Providers

2) Choose the provider and click 'Deactivate'. Your provider details will no longer be synced through to the SafeTripBuilder risk assessment.