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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.

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.