I have made some significant changes to the Add Operator Dialog box. It now is split across two tabs, this was done to create more room for fields that have been requested and also to support duplicate operator checking.

This changes is live for all Manufacturer and Broker clients that have Operator Portfolio.

Here are some notes on the changes:

· New Fields Add: The new fields that have been added are the Number of Units and the Contract Management / GPO fields. Note that the CMC fields will not appear if the client doesn't have any configured.

When the user attempts to add an operator that might already be in the system, the system adds a "Duplicate" tab like the one below.

· When this happens, the user must decide to cancel the add, make changes to the company information and try again, or force it in anyway. If they force it in (by checking Add Duplicate), they must provide a reason for adding it.

The algorithm checks for dups within the users territory span of visibility. If a senior level user that has visibility into all territories attempts to add, the entire operator portfolio will be checked. If a user with visibility to only one market attempts to add, only the markets that user has visibility to will be searched.

The goal of this change is help them keep their data clean while still allowing for an efficient workflow. This will not catch all duplicates, nor will it prevent them from adding them.