You can add information to your site about any other educational organisations your school has links with. Adding these will also allow you to select a destination school when creating CTFs as part of the New School Year Setup process.
Please note that:
- You can delete educational institutions, but it is not possible to delete companies, employers or universities.
- It is not possible to merge organisations - you would need to add all students or staff to one institution, and then delete the duplicate (in the case of an educational institution) or rename the duplicate so it does not get confused with the correct one (in the case of other organisation types).
Permissions
- School: General Admin: Administer - Add or edit linked organisations including companies, educational institutions, employers and universities, and add or edit alternative provisions.
- Staff Profile: Contact Details: Administer - Add contact details or postal addresses for institutions.
- School: Data Returns: Administer - Edit linked organisation UKPRNs.
- Academic Structure: Administer - Set up new programmes and work placements.
If you don't have permission, you'll need to ask your admin team to give you permission using these instructions.
The Linked Organisations area
You can find organisations linked to your Arbor site by going to School > Linked Organisations in the top menu and selecting an option. Each option represents a different organisation type, and the method for adding an organisation varies slightly by type.
The following sections break down how to add and manage an organisation for each type.
Companies
On the School > Linked Organisations > Companies page, you can add and see companies your school uses for Alternative Provision placements.
To add a new company:
- Click the Add new Company button in the top right corner
- Enter the Company name on the slide-over
- (Optional) Enter a short name for the company (for example, you might want this to be BA instead of British Airways)
- (Optional) Enter a registration number for the company
- Click the Add new Company button
To edit an existing company (like the one you just added) or to see further details about a company, simply click on the company's name and then click More on the slide-over.
This opens the Company Overview page for the selected institution. From here you can:
- Edit the Name, Short Name or Registration Number for the by clicking on them
- Add contact details (email address, phone number or address) for the company using the green +Add button in the Contact Details section
- View any students who are linked to the company via an Alternative Provision in the Linked AP Placements section. Click on a student to make an edit to their AP record on the slide-over.
- Add details of staff (name and job role) at the company using the green +Add button in the staff section. Once added, click on a staff member's name and select more to add contact details too. Please note: this does not create a school staff profile; it is just a means of recording contact details for staff at the company.
Educational Institutions
On the School > Linked Organisations > Educational Institutions page, you can add and see educational institutions linked to the school.
To add a new Educational Institution:
- Click the green Add New Educational Institution button in the top right corner
- Enter the Education institution name on the slide-over
- (Optional) Enter a short name for the institution (for example, you might want this to be SMA instead of St Mary's Academy)
- Click the green Add new educational institution button
Once added, you see the Institution listed in the table on the School > Linked Organisations > Educational Institutions page. If you have trouble finding the institution, use the search at the top to narrow down your institutions by their full name (searching by short names does not work).
You can click on an institution to add an address, or link students and staff on the Educational Institution Overview. This is useful for keeping track of which students study part-time at other institutions.
To delete an institution, select the institutions, then click the Bulk action button to select Delete & Move Students/Staff Links.
If you don't have any students linked to these other institutions, you'll be able to just confirm the deletion using the red Confirm Deletion button.
If you do have linked students, you can choose to delete the institution and all links to students or link the student to another organisation using the Move Student/staff to drop-down before pressing Confirm Deletion.
Employers
On the School > Linked Organisations > Employers, you can add and save companies. This is useful for listing institutions where students have taken work experience, the agency that has supplied cover staff or other student or staff employers.
To add a new Employer
- Click the green Add New Employer button in the top right corner
- Enter the employer's Name on the slide-over
- (Optional) Enter an identifier for the employer (for example, a Companies House number)
- Click the green Create Employer button
Any employers that have been added will now be listed on the School > Linked Organisations > Employers page. Click an employer to access or add more information about them on the Employer Overview.
From here you can:
- Edit the Name, Identifier and mark an employer as a Small Employer or as Small or Medium for any students who are undertaking a Skills Bootcamps programme, and have employment records at this employer.
- Add contact details (email address, phone number or address) for the company using the green +Add button in the Contact Details section.
- View any students' employment records that are linked to the Employer via the Student Employment Records section. Manage existing records by clicking on them and editing them on the slide-over. Add new records using the green +Add button.
- View any students' work placement records that are linked to the Employer via the Student Work Placements section. Manage existing records by clicking on them and editing them on the slide-over. Add new records using the green +Add button.
Universities
On the School > Linked Organisations > Universities page, you can add and save universities linked to the school.
To add a new University:
- Click the green Add New University button in the top right corner
- Enter the university's Name on the slide-over
- (Optional) Enter a short name for the university (for example, you might want this to be LSE instead of London School of Economics)
- Click the green Create Employer button
Any universities that have been added will now be listed on the School > Linked Organisations > Universities page. Click a university to access or add more information about it.
From here you can:
- Edit the Name of the university
- Add contact details (email address, phone number or address) for the company using the green +Add button in the Contact Details section.
- Add details of staff (name and job role) at the company using the green +Add button in the staff section. Once added, click on a staff member's name and select more to add contact details too. Please note: this does not create a school staff profile; it is just a means of recording contact details for staff at the university.
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