How to add a categorised organisation type

Organisation Type Headings is a feature that allows an in-depth breakdown, these are set up under Manage Headings

Organisation Type Headings

There are five levels of headings that work on a hierarchical basis.

• Manage Organisation Headings
• Select the + icon on Headings
• Under Heading type in the names, you are going to use these are your top setting, e.g. Region, County, Town.
• If you tick the Delegate registration field the system will only show that field to choose when the delegate registers.
• When completed click Update Headings.

Organisation Type Subheadings

Adding a category is creating your next level within the structure.

• Add the Title, i.e. name of the category, e.g. Buckinghamshire, this would sit under the South Region.
• Under Level, you would choose where your Category would sit under the Category Headings.

Edit and delete Organisation Heading and Subheadings

You can edit the Organisation Headings and Subheadings by using the Edit button on the right-hand side of the table. This will allow you to edit anything on the form.

Still, looking for further information? 

Email us at support@phew.org.uk and we will be able to give further clarification on any questions.