General Addresses

General Addresses are companies and people that can be used throughout Databridge. For example, you may wish to record details about local doctor's surgeries, local schools/colleges and local companies for work experience etc.

You will need to set up the General Address Types and General Addresses before they can be used or selected in areas around the system.

TABLE OF CONTENTS

• Configuring General Address Types
• Configuring General Addresses
• Using General Addresses as a Contact

Configuring General Address Types

The General Address Types are configured in Administration -> Standard Values, under General Values -> General Address Types. This modal shows any address types you have already setup as well as any sub-types related to that type. 

To add an address type, click Add Address Type. Enter a name for the General Address Type and click Save when finished.

If required, you can also change the Sub Value Header. So in our GP example you could set this as 'Services' to indicate that the sub values are going to be the various services the practice offers.

You can add a Sub Value to any type by first clicking to edit the Type, then using the Add Sub Value on the right hand side. For example, if used the 'Services' header before we could list things such as 'Pharmacy', 'Therapy', 'Mental Health' etc. Essentially, the Sub Values should be a list of Categories or Values that can apply across any General Address of this Type.

To delete a Sub Value, first click the notepad to edit and click the Remove button to finish.

Tip 
You can filter the list by using the dropdowns in the top left of the panel. You can filter by Site, Address Type or search by Name.

Information
Some areas of the system look for specific General Address Types when listing details. For example the Work Experience area is looking specifically for Work Placement addresses only. You can label any General Address Types as you wish but when finished you should stay on Standard Values and navigate to Defaults -> System Settings. Here you can specify which of your labels match the specific Types areas of Databridge are configured to look for.

Configuring General Addresses

The General Addresses are configured in Standard Values under General Addresses. 

to add a new General Address click the New General Address button. The Fields will be blanked. 

At the top of the panel there are three fields to complete:

• Site - If this address is only for use in a specific Site choose one from the dropdown
• Address Type - Choose an address type from the dropdown list, for example GP.
• Name - Enter the name of the address. For example company name, GP practice name, transport

Below this there are four tabs:

• Address - Complete the address details. You can also add any sub values which you have previously configured. For example one or more of a GP's surgeries from the list.
• Contacts - Add any contacts at this address. For example names of the doctors
• Tracking - This tab is used to record any interactions with the General Address (contact). You can record the interaction type, who you contacted and which learner the interaction relates to if relevant.
• Documents - Add any related documents. When adding documents you can also add an expiry date for the document.

Click Save when finished.

Information
For General Address Contacts you can add a photo, as well as driving licence details and expiry date.

Using General Addresses as a Contact

When adding contacts under the Contacts tab for a Learner or Staff member, you have an option to click Add General Address Contact. If used, this will enable you to select contacts from the General Address list and categorise them accordingly.

The contact type will show in the Relationship column of the contacts list.