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Either selecting Edit
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from an Organisation Summary
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page or selecting ... > Edit by an organisation in the Organisation List will open a window where you can edit certain fields not available to edit in the summary.
A Find Field
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search bar is available at the top-right to search for a field. As you enter text, the list of fields will update automatically. Once you have finished, select Save
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to apply the changes and return to the summary page, or Cancel
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to exit without saving. The following fields are available to edit:
Name
Roles – A drop-down menu is available here showing which Roles are available to add to the organisation. Once you have added a role, you can select the X
next next to it to remove it again.
Risk band
Status – A search bar is available at the top of the menu.
Telephone number
Mobile number
Email address
Alternate Email address
Website
Address – Five fields are available to enter the address.
Postcode
Ward – A search bar is available at the top of the menu.
Allowed Contact Methods – A search bar is available at the bottom of the menu. Once you have added a contact method, you can select the X
next next to it to remove it again.
Preferred Contact Method – A search bar is available at the top of the menu. You will be shown an error message if you try to save the record with a contact method in this field that has not been named as an Allowed Contact Method.
Unique Provider Identification Number (UPIN) – This should only be completed for other approved training providers.
Additional ID
End Point Assessment (EPA) Organisation ID
Head Office – If the organisation is part of a subcontracting arrangement with other organisations, you can search for the Head Office organisation here. A search bar is available at the top of the menu.
Main Contact – Here you can link an Officer representing an employee at the organisation who serves as your main contact. A search bar is available at the top of the menu.
Main Officer – Here you can link an Officer representing an employee at your own company who is responsible for contact with the organisation. A search bar is available at the top of the menu.