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Selecting Organisations from the side menu will open the Organisation List page. This page displays all the organisations that you are permitted to view and that match the filters set above the list.

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The organisation list displays any organisations that match the filters set above the list. For each organisation, the following details are shown:

• Risk Band – This indicates the level of risk associated with the organisation, ranging from green (low-risk) to yellow (medium-risk) and red (high-risk). A grey dot means that no risk level has been set.

• Name – Selecting this will open the

  corresponding 

  corresponding Organisation Summary.

• Tags – Selecting the Image Modified icon will expand a list

  of 

  of Tags

   attached

   attached to the organisation.

   You

   You can select the X

   within

   within a tag to remove it, or select the +

   icon

   icon to add new tags.

• Postcode

• Head Office – If the organisation has been set as a Subcontractor, the organisation linked as the Head Office will be shown here. Selecting this will open the head office's Organisation Summary.

• Email address – Selecting this will open a new message to the organisation in your browser's email service.

• Telephone number

• Main Contact – If you have linked an Officer as Main Contact for the organisation, it will be shown here. Selecting this will open the

  corresponding 

  corresponding Officer Summary.

• Status

Filtering the Organisation List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press press Enter or select  or select the Image RemovedSearch icon to run the search and apply your filters.

• Sort By – Here you can use the drop-down menu to choose how the list is ordered.

• Search – Here you can search by organisation Name and ID.

• Tags – Selecting

  the 

  the Search...

   box

   box will open a drop-down menu where you can add

  multiple 

  multiple Tags

   to

   to search by. The following search options are available:

  • Any – This will filter the list to records that contain at least one of the specified tags.

  • All – This will filter the list to records that contain every specified tag.

  • None – This will filter the list to records that do not have any of the specified tags.

• Role

• Has Current Learners

• Number of records – Here you can use the drop-down menu to choose how many results are displayed per page.

Along with these, additional fields can be added by selecting 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:

• Status

• Site

• Email

• Phone Numbers

• Risk

• Is New

• Postcode

Exporting the Organisation List

Selecting Selecting More also shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Organisation Actions

Selecting Create will open a window where you can Create a New Organisation.

Selecting the ... icon  icon by an organisation in the list will open a menu with the following options:

• Summary – This will open

  the 

  the Organisation Summary

   in

   in a new page.

• Edit – This will open a window where you

  can 

  can Edit the Organisation.

• Delete – You will be prompted to confirm that you want to delete the organisation.

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