Adding a new resource partner just got easier. Using a Resource Partner Application Intake Form, organizations can submit profile information directly to The Resource Navigator® administrator.
Links to Resource Partner Application intake forms are available on affiliate Resource Navigator web pages.
Once submitted, the partner will receive an email with an overview of profile information entered.
Resource Navigator administrators will see new submissions as Pending Tasks on their SourceLink administrator panel.
Once opened, administrators can then Approve or Reject Resource Partner Application forms.
When Approve is selected, Resource Navigator administrators can choose Enabled so the profile is immediately available in the search or Not Enabled to save information to the database without enabling it.
Note: Resource Partners have the ability to update an existing profile. Check to see if the Pending Task is a new Navigator Application or an Navigator Update. Read more about Reviewing Navigator Updates to Profiles.
When Reject is selected, the information will be deleted and not available for viewing in the database.
Check box to send an Email to this organization. Use Email template or edit as needed.
Click Reject & Send Email.
To review the profile, go to the Navigator tab in SourceLink Pro.
For more information about Resource Partner profiles go to: Editing a Resource Partner in SourceLink and Managing Client Records.
Note: Resource Partners have the ability to update an existing profile. Check to see if the Pending Task is a new Navigator Application or an Navigator Update. Read more about Reviewing Navigator Updates to Profiles.
Note: SourceLink saves Resource Partner data on the SiteConnex website for a 24 hour period. This means new Resource Partner profiles or edits to existing Resource Partner profiles may take up to 24 hours to show up on the website. To accelerate this process, you can clear the SourceLink plugin cache.