Organisation Management in PICSWeb
This guidance is only for PICSWeb. If you are still using Desktop PICS for organisations, please refer to the desktop Organisation Management page.
A free course on CRM Functions in PICSWeb is available from our Course Library, including a video covering organisation management.
Organisation records are used in PICSWeb to represent the various companies that you are involved with as part of your delivery. Data can be added to these records and they can be linked to learners, applicants, and other record types as necessary.
In This Section
- Organisation List in PICSWeb
- Organisation Summary in PICSWeb
- Creating a New Organisation in PICSWeb
- Editing Organisations in PICSWeb
- Merging Organisations in PICSWeb
- Organisation Roles in PICSWeb
- Subcontracting in PICSWeb
- Downloading the EDS Reference Number for an Organisation in PICSWeb
- Linking a PICSWeb Organisation to a OneFile Record
- Linking a PICSWeb Organisation to a Smart Assessor Employer Record
- Creating Employer Logins for PICSWeb Organisations
- Sending an SMS Message to an Organisation in PICSWeb