In a Cadence, navigate to ‘manage companies’ and then to the ‘search’ tab, to search for existing Worldly accounts to add to the cadence. You can use the account company name, Worldly ID, *OS ID, or Custom ID to look up individual accounts that you would like to add to your adoption cadence, so that you can start tracking their module progress. Click here for more information on OS IDs.
Step 1: In the Search box, enter a company name, Worldly ID (short or long version), OS ID, or Custom ID. This input will yield a list of match results for you to choose from.
The system will remember your last five search terms.
Step 2: Review the list of results, to find the correct account to add to the cadence.
Column Header Guide:
| Column Header | Description |
| Company | The account name of the matched Worldly account. |
| Worldly ID | The Worldly ID (formerly Higg ID) for the matched record. |
| Location | The full address on the account from the matched record. |
| OS ID | The Open Supply Hub (OS Hub) ID is a unique identifier specific to facility-type accounts on worldly.io. Click here for more info on OS IDs. |
| Custom ID | Custom IDs are your company’s internal IDs that you have previously assigned to Worldly accounts. |
| Has Shared With Me | Indicates whether or not the matched record has shared the target module for this cadence with the cadence owner. |
| Status | Indicates whether the matched record has the module selected for the cadence. |
| Cadence | Indicates whether the matched record is in any other cadences for your account. |
Note: Only accounts that are deemed eligible can be selected to add. For example, a brand account is not eligible to be added to a Higg FEM or FSLM cadence. Additionally inactive accounts cannot be added and will not show up when you search for the account.
If an account already exists in the cadence, the selection box will be greyed out.
Immediately a module share request is sent from your account to the account you’ve added. Once the recipient reviews and accepts the share request, you will then be able to see the module data in your account’s FEM or FLSM module page. Regardless of module share status, you will be able to immediately see the completion status of each module you’ve added, from your adoption cadence dashboard. See Cadence Details section.
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