This article guides you through the process of creating and managing Practices/Organizations, allowing you to link them to specific Auditees.
Follow the below steps to add/edit Practices/Organization:
Navigate to the Admin Manage Lists. The Auditees screen will be displayed.
Click on the Practices/Organization tab. A list of Practice/Organizations will be displayed.
Click on the add icon to add new practices or organizations. The Practice Add pop-up will appear. Enter the desired Practice name and Practice ID in the respective fields.
You can add multiple practices or organizations by clicking +Add More.
Click Save to add the new practice or organization details. The added practice will be displayed on the main page.
You can edit the Practice/Organization using pencil icon.
Update the required details and save the information.
Use the to delete the practices/organization details from the list. Note: Practices/Organizations linked to any audits will not display a Delete icon. Such Practices/Organizations cannot be deleted.
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