Creating General Addresses

General Addresses are for any contacts that can be applied to more than one learner. For example, you may wish to record details about local doctor's surgeries, local schools/colleges and local companies for work experience etc.

TABLE OF CONTENTS

• How to setup general address types
• How to setup general address contacts
• Using general addresses as a contact

How to setup general address types

1. Navigate to Administration > Standard Values > General Values > General Address Types.

2. This will show address types you have already setup.

To add an address type, click Add Address Type.

3. Enter a name for the General Address Type.

If required, you can also add the Sub Value Header. For example, for GP you could set this as 'Services' such as a Pharmacy or Therapy to indicate that the sub values are going to be the various services the practice offers.

Click Save when the fields are complete.

4. You have now setup your general address type.

If you added a sub view, when clicking on your address type, you will see this on the right hand side of the tab.

You can add more sub values under Sub Value Heading if needed. Essentially, the sub values should be a list of Categories or Values that can apply across any General Address of this Type.

How to setup general address contacts

1. Navigate to Administration > Standard Values > General Values > General Addresses.

2.  Add a new general address by clicking the New General Address button. The fields will be blank.

At the top of the tab, there are three fields to complete:

Site - Select the site for the general address.

Address Type - Select an address type from the dropdown list, such as 'GP'.

Name - Enter the name associated with the address. For example, 'GP practice name'.

3. Add Address details, including contacts, interactions and related documents.

Address - Enter address details.

Contacts -  Add contacts at this address, such as doctors' names.

Tracking - Record interactions, including type, contact person, and related learner (if applicable).

Documents - Upload documents and set an optional expiry date.

Click Save when finished.

Using general addresses as a contact

1. Navigate to Learner > Find Learner > 'Learner' > View Learner.

2. Select the Contacts tab and click Add General Address Contact.

3. Select the general address contact you created by using the dropdown menu.

Once finished, click Add.

4. The contact will now show on the front page of the Contacts tab.