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How To Add Workplaces

You can add a Workplace directly into Wisenet or sync from SugarCRM.

Before you begin:

Required Knowledge: Workplaces

Required LRM Access: Admin

Required Pre-Steps: Set up Custom Dropdowns

1

Add the Workplace
  1. Navigate to LRM > Workplaces
  2. Search for the Workplace you wish to add to avoid adding a duplicate record
  3. On the Left Navigation Bar, click Add New
  4. Enter the details of your workplace, then click Confirm

Note

  • If you are adding a school, tick Is School
  • If the Workplace is a training delivery location, put a tick in the checkbox that says Is a delivery location then choose either link to an existing location or add a new location
    • This will create a linked location record that will be auto updated with the same details as the Workplace to simplify location management
  • (AU) optionally, look up the suburb and postcode to ensure they match AU Post listings
  1. In SugarCRM find required Account record
  2. Ensure that Sync to Wisenet is ticked
  3. Wait for sync to occur
  4. In Wisenet, go to Workplaces and search for the synced record
  5. Click Edit and enter any extra required details
  6. Once done click Confirm

2

Add Workplace Positions

This is required before a Learner can be linked to a Workplace Position.

  1. Open the Workplace you wish to add Positions
  2. On the Left Navigation Bar, click Positions
  3. From the Action Menu, Select and Click Add
  4. Choose the relevant Position from the dropdown
  5. The Description and Reports To Position fields are optional
  6. Click Save

Note

  • To edit a Workplace, click Edit icon then click Update
  • Report to Position is based on the previously added Position Description. There should be more than 1 Position added with Position Description in order for the ‘Report to Position’ to work.

3

Add Workplace Contacts (Optional)

Workplace Contacts allow you to track who to communicate with for each Learner. It is also required if sending emails from within Wisenet to linked Workplace Contacts.

  1. Open the Workplace you wish to add Contacts
  2. On the Left Navigation Bar, click Contacts
  3. From the Action Menu, Select and Click Add
  4. Complete all the fields, then click Save

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