The organisations function in Aptem allows you to create profiles for employers, training providers and referral organisations as well as ‘other’ type of organisations that you may want to keep records for in Aptem.
The organisation function is important for providers of Apprenticeships and Traineeships as it enables you to create a record of each employer with the correct information for funding purposes.
The organisation function is important for providers of employability programmes as it allows you to create records for each employer you are working with, create jobs and manage the recruitment process of behalf of your employers.
The organisation functionality is only available in Aptem Classic and for staff that have the Manager Organisations role. If you are still in implementation and think that you need this role, please contact your Implementation Consultant.
If you are not in the implementation phase of Aptem and feel you need to have this role, please speak to your internal Aptem champions.
You will also need to have access to Aptem classic to create and manage organisations as this function is currently not available in Aptem console.
Using the Organisations tile
The Aptem Organisations tile can be used to manage contacts and monitor activity with employers, training providers, and partners. It can also have employer managers attached to learners. From the Organisations tile, you can:
- Create Employers, Referrers, Training or Other Organisations
- Manage contacts within an organisation.
- Track activity and communications with an organisation thus managing the employer/provider relationship effectively.
- Provide an audit trail of edits to the organisation record.
Different Types of Organisations
There are four different 'types' of organisations that you can create in Aptem to manage relationships when you deliver ESFA or Employ
- Employers (ESFA/Employ)
- Training (ESFA)
- Referrers (Employ)
- Other (Miscellaneous ESFA/Employ)
Links to articles in this section
To understand how to create any 'type' of organisation, see Creating an Organisation. If you have a large number of organisation details that you want to 'bulk' import into Aptem to save time instead of creating each record individually, you can bulk import organisations. To learn how to update and manage the Organisation profile, see: The Organisation Profile. You can search for existing organisations, and edit the primary organisational details.
To add additional contacts to an organisations profile, see: Add contacts to an organisation profile. To record activity (telephone conversation, outcome of a meeting) with a contact at an organisation, see: Record activity with a contact at an organisation.
To add additional addresses to an organisation profile, see: Add addresses to an organisation profile.