Workplaces FAQ

Welcome to the FAQ page. Here we will try to answer your most common questions about this feature.  If you cannot find your question from the list provided, please leave a comment at the bottom of the page in the ‘Comment’ section with your relevant question and we will update the list if applicable.

How are Workplaces linked to Locations?

How do I link a new workplace to an existing location?

When you’re adding a workplace, put a tick in the checkbox that says Is a delivery location and choose link to an existing location.

The dropdown will give you a list of all unlinked locations

See How to Add Workplaces

I’ve got a workplace and I want to create a new location and link them together

When you’re adding or editing the workplace, put a tick in the checkbox that says Is a delivery location and choose Add a new location

Add the location code and description

See How to Add Workplaces

How do I unlink a location from a workplace?

When you’re editing the workplace, remove the tick from the checkbox that says Is a delivery location

The location record is already set up. Why can’t I see it when I try to link my workplace to it?

The Dropdown will give you a list of all unlinked locations. If the location is already linked to another workplace, you won’t see it in the list.

Can I still have locations that are not linked to workplaces?

Yes, you can.

How do I edit a location that’s linked to a workplace?

Either, go to the locations list and click the action button at the right hand side of the one you want to edit, select Edit workplace

Or, go to the workplace list and click the action button at the right hand side of the one you want to edit, select ‘Edit’

Once the location is linked to the workplace, you can’t edit it separately from the workplace

What if the address changes?

Address change? Just change it in the workplace record. The location record address automatically stays in step.

If the location and the workplace don’t have the same address then they probably should not be linked.

Do I still have to add a location to the enrolment?

Almost certainly. If you’re reporting to the government then yes, definitely, because delivery location is a required field for pretty much every government compliance export.

The difference with having workplaces and locations linked is that you don’t need to maintain two separate records for an organisation that is both a workplace and a location.

Do I still have to add a workplace position to the learner or enrolment?

That depends on whether the learner actually undertakes a placement there or not. It’s up to you, really. If you need to record position details such as start and end dates and supervisor, then yes you probably should still add a workplace position.

How do I remove a Workplace Contact?

1. Open the Workplace Contacts Page
2. Click the Delete
3. Select the Workplace Contacts you wish to delete
4. Click Update

How to delete a Workplace?

To delete a workplace, you must first:

1. Remove workplace positions attached to clients
2. Remove workplace contacts
3. Delete Checklists
4. Delete Logbooks

Then:

5. Click the Delete icon on the top of the Workplace main page