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Member work practice association

Managing practices on Graviti admin

How do l add practices to the platform?


The Practice Module is a valuable tool for organizations to capture and display practice details for their organization's comprehensive record of their member's work practices. This module enables organizations to maintain practice addresses, phone numbers, and other relevant details. With this information, organizations can easily keep track of their members' work activities, streamline communication, and facilitate collaboration among members who share the same work settings.

On the Practice module, you can view all practices. On each practice record, you have the option to view and edit the record.

The practice module has two tabs:

  • Manage: This is where all captured practice records are displayed.
  • Create: This is where you can capture or add a new practice to the portal.

 

 

CREATE PRACTICE RECORD

To add practice details to the portal, click on the "Add" button displayed above to begin.

The required details when adding practice details consist of:

  • Name: the name of the practice.
  • Practice number: the practice number assigned to the practice.
  • Tax number: the practice's tax identification number.
  • Registration date: the date on which the practice was registered.
  • Contact first name: the first name of the person to contact.
  • Contact last name: the surname of the person to contact.
  • Contact email: the email address of the person to contact.
  • Contact telephone: the practice's telephone number.
  • Practice type: select from the available drop-down options.
  • Practice sector: the sector that the practice falls under.

Once all details have been captured, click on the "Submit" button to save.

MANAGE PRACTICES

All created practices will be displayed under the "Manage" tab. Details displayed on the Manage page consist of:

  • Name: the name of the practice.
  • Practice #: the practice number allocated to the practice.
  • Type: the type of the practice.
  • Email: the email address of the practice.
  • Updated: the date on which the practice record was added into the portal
  • Action dropdown:
    • View: You can click on the "View" button to view the practice details.
    • Edit: To make changes to the practice record, click on the "Edit" button, make your changes, and then save by clicking on the "Save" button.
  • Search filter: The search filter enables you to filter the result page, retrieving only the data you want to view or see at that time.

 



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