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Early Years
Update Provider Organisation
Update Provider Services
- Select Focus | Early Years | Search for Provider to display the Search childcare provider page.
- Enter one or more search criteria and click the Search button to display a list of matching providers.
- Select the required provider and click the Open In New Window button to display the Maintain Provider page.
- Select the Provider Organisation panel.
- Click the browse button to display the Search for Umbrella Organisation dialog.
- Enter search criteria and click the Search button to display a list of organisations.
- Select the required record and click the Select button. Alternatively, to add a new organisation:
- Click the New button to open the New Umbrella Organisation dialog.
- Enter the name and bank details on the Basic Details panel.
- Click the browse button to select a Contact.
- On the Providers panel, click the Add button to display the Search for Provider dialog.
- Enter search criteria and click the Search button.
- Select the required provider.
- Click the Save button.
- Click the New button to open the New Umbrella Organisation dialog.
Related Reference Guides:
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