How to Edit the Details of a Company

To edit the details of a company:

Open the Contracts Editor by going to Management on the toolbar and clicking Contracts on the Finance panel of the ribbon.
Select the company from the list on the left of the screen.
Right-click the company and select Edit. A pop-up window will appear with two tabs:
- Details tab – This tab contains basic details about the company and any ESFA or DfES-specific information.
  - ID – The ID is generated once the company has been created.
  - Description – The name / description of the company.
  - Ref – An optional reference code which can be entered.
  - System ref - An optional system reference code for contracts which can be entered.
  - Funding body – This should be either LSC for England or ELWA for Wales.
    Although the names of these funding bodies have changed to the ESFA and DfES, the old names are used for legacy reasons.
  - Offline group – If the company will be used with e-track Offline, this can be used to assign an Offline grouping.
  - DfES ProvID – The provider ID for Welsh providers.
  - DfES Office – The office name or reference, if it is a Welsh company.
  - Restricted assessor – Used for e-track Offline to hide the company from recruiting assessors.
  - UPIN 11 – The UPIN value for the 2011/12 contract year (this is not required for new contracts).
  - UK PRN xx – The UK PRN value for the contract year (where the year is xx). A new field is added each year and should be completed for each current contract.
  - ER ORG 11 CODE / ESF ORG 11 CODE / LR ORG 11 CODE / SFA ORG 12 CODE - These are used for contracts from 2011/12 and 2012/13, and are not required for new contracts.
- Summary Tab – This shows the number of contracts within the company, the earliest start date of its contracts and the latest end date of its contracts. These values do not need to be manually amended, as they are automatically updated as contracts are added, removed and modified.
Click OK when finished.
Click Apply to save the changes.