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Safeguard Integration FAQ

NOTE:  This integration is no longer supported by Pruvan or Safeguard.  See this article.

 

What is an integration?

An integration is a way for 2 different systems, such as Pruvan and Safeguard, to exchange information.

What are the features of the Safeguard integrations?

The integrations can import orders, use default work type, default assign to, auto admin, and push key options.

What information from my Safeguard work order is visible in the Pruvan project?

Below is a list of how data is mapped from Safeguard to Pruvan:

Work Order Project
Work Order Number Project Number
Address Address
City City
State State
ZIP ZIP
Due Date Due Date
Client, Loan Type, Department, Follow Up Type, Work Ordered, Order Notes Instructions
Work Order Line Item Task
Work Ordered Task Name
Order Notes Instructions

Can I attach surveys to my Safeguard work orders?

Yes, either manually or through the use of a Work Type.

Will my surveys go to Safeguard or fill out my forms in Vendor Web?

No, you will see the survey results in Pruvan Online and in your Downloader for you to use.  No form data is sent to Safeguard.

Can I change the task's that are on the Safeguard projects?

Yes, depending on your user's access settings.

Can I add extra photo task's to my Safeguard projects?

Yes, either manually or through the use of a Work Type.

Can I submit my Safeguard work orders from Pruvan?

No, you must complete the work order in Vendor Web.

Can I QA my Photos in Pruvan Online?

Yes!  Then check out this article on Online QA.

Can I QA my Photos in Pruvan Mobile?

Yes!  Then check out this article on Mobile QA.

My Orders did NOT Import (or my orders have wrong / garbled info), what do I do?

Log in to your account on Vendor Web and attempt to download your orders as a CSV (spreadsheet).  If the CSV does not download, or the information in it looks garbled then contact Safeguard support about the CSV export not working.  Do not mention the Pruvan integration.

Can I upload my photos to Safeguard?

Photo relay to Safeguard is only authorized by the Photo Direct app per Safeguard memo #1866.  See this article.

Why do my instructions keep getting over-written?

Every time that you import order from Safeguard the project is updated with all of the incoming information.  To prevent fields like Status and Instructions from updating turn Auto-Admin off.

Do you support inspections for Safeguard?

We do not support any workflows that involve using Safeguard's mobile apps.  

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