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The
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Organisations tab in
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shows any other organisations that
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are linked to the current organisation
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. For each
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organisation, the following details are shown:
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Filtering the Office List
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Name – Selecting this will take you to the corresponding Organisation Summary page.
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Relationship
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Filtering the Organisation List
The options to filter by Name and Number of Records shown are available above the
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list. Once you have entered the necessary details,
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press Enter
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or select the
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Search icon to run the search and apply your filters.
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- Name Search
- Role
- Has Current Learners
- Number of Records displayed
Along with these, additional fields can be added by selecting More. Choosing a field will add it to the top bar, where it works like the filters explained above. The following fields are available:
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Exporting the
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Organisation List
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Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Linking a New
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Organisation
Selecting Add Organisation in the organisations tab will open a window where you can link a new office from the head office organisation summary. Instead, you will need to find the organisation you wish to link as an office, and enter the head office organisation to the Head Office field in the Organisation Edit Window. When you return to the head office organisation summary, the office organisation will be displayed in the office list.
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organisation to the current organisation. In this window, you can choose the Relationship Type and which Organisation you want to link. A Search bar is available in the organisation drop-down menu.
Relationship types are maintained in Relationship Type Configuration.
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Organisation Actions
The following actions are available from the
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organisations tab:
Summary – Selecting ... > Summary by an
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organisation in the list will open the corresponding Organisation Summary.
Edit – Selecting ... > Edit by an
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organisation in the list will open a window where you can Edit the Organisation.
Delete – Selecting ... > Delete by an
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organisation in the
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list will remove the link to the current organisation.