Add Organizations

Organizations are third parties affiliated with a client, such as a regional office or subcontractor. You may wish to allow a regional office or a subcontractor to manage test center registrations for candidates.

Note	You must add at least one organization before you can add any user accounts. All user accounts must be associated with at least one organization. User accounts may be associated with multiple organizations.

All mandatory fields are marked with an asterisk "*".

Provide Organization General Information

You must provide information for all the mandatory fields.

Add Organization general information.

Enter the business Name for the organization.

Note	Name must be a minimum of 1 character and a max of 100 characters. Capitalization will be ignored, but character spacing is recognized as part of the name. For example, "DECEMBER1" and "December1" are the same name. But "December 1" is recognized as a different name.

Click the Country drop-down list and select a country for the organization.

Note	Some of the field's mandatory statuses may change depending upon which country you choose.

Enter the organization's Address 1.

Note	Address 1 must be a minimum of 1 character and maximum of 80 characters.

Enter the optional Address 2 and Address 3 fields if needed.
Enter the organization's City.

Note	City must be a maximum of 32 characters

Select the organization's State from the drop-down list if it is mandatory.

Enter the organization's Postcode if it is mandatory.

Note	Maximum of 16 characters There is no validation performed to ensure the postcode entered meets the country's postcode format

Enter an Organization code. The organization code is your unique Business ID for a given organization. This may be an identifier you use in another system.

Note icon

Note

You must create a code using any combination of characters to provide additional identification or description for the organization. For example: ABC-001

Make sure the organization code is unique. The system does not allow duplicate codes.
The organization code must be a minimum of 1 character and a max of 50 characters.
Special characters and spaces are allowed within organization codes.

If your organization has an appointment allotment, enter the Appointment allotment. The appointment allotment is the maximum number of open unassigned reservations an organization can have at any given time. If your organization does not use appointment allotments, this field will not be available on the page.

Note

Clients that use appointment allotments are granted a 2500 allotment limit. When adding organizations, you specify how many of the 2500 allotments each individual organization can consume.

If you create a new organization and you specify an allotment that exceeds the client allotment limit, you can save the new client and no error is presented. The first time a user goes into Scheduler to try and schedule reservations, a message notifies them their business has a 0 appointment allotment with 0 remaining .

Business has 0 appointment allotments remaining.

If the Scheduler user attempts to book a new reservation appointment even with a 0 appointment allotment, a warning message notifies the user that a new appointment cannot be booked because your business has reached its maximum appointment allotment.

New appointment cannot be booked, reached max appointment allotment.

You must edit the organization and adjust the appointment allotment. When you save the organization if the total of all your organizations' appointment allotments exceeds the client allotment limit, a message is displayed advising you that you have exceeded your program's appointment allotment limit.

Client level allotment exceeded max allotment.

To resolve this issue and assign appointment allotments to the organization:

Verify all your inactive organizations have an appointment allotment limit of zero (0).
Reduce the appointment allotment limits for one or more of your other organizations to allow you to assign more to the new organization.

Request an increase in your program's appointment allotment limit through your Pearson VUE Programme Manager.

Provide Organization Contact Information

The contact information allows you to identify who your main contact is within the organization. This should be the person you wish to have contacted for any questions related to the organization. You must provide information for all the mandatory fields.

Organization contact information

Enter the Full Name for the contact person.

Note	The Full Name must adhere to the following characteristics: Maximum of 85 characters

The contact person's information appears on the Organizations list page once you save the organization.

Organizations Management list page:

Contact information

The contact person's information also appears on the Organization details page once you save the organization.

Organizations details page:

Contact information details.

Enter the contact's Email address.

The email address must be a valid email format. When you start typing in the Email field the error message appears. Once you have typed in a valid email format the message disappears. The system does not verify that you have typed in a valid email address, it just verifies that the format is valid.

Invalid email format.

Note	The Email address must adhere to the following characteristics: Maximum of 255 characters Cannot contain spaces They are not case sensitive Only the following special characters are allowed in email addresses (@, _, -, + , %)

Enter the contact's Phone Number.

Note

The phone number must be a valid phone number format.

Maximum of 35 characters
Only enter numbers
Spaces are allowed
DO NOT type in any of the following characters when entering the phone number: Parentheses ( ), period ., or dash -. If you enter any of the special characters, an invalid phone number error appears. Remove the special characters and the error disappears.
No validation is performed to ensure the country code is correct for the selected country
No validation is performed to ensure the phone number meets the country phone format

Save the Organization

Once you have entered all the organization's mandatory information, you may save the organization profile.

Click Save at the bottom of the Add organization page.

The organization is added to the Organizations list. A message states the organization has been added. The organization is placed in the list in alphabetical order by Organization Name.

Organization has been added.

If any mandatory fields are not completed, an error message is displayed at the top of the Add organization page. The mandatory field is highlighted in red and a message appears below the field stating a response is required. You must supply the mandatory information and then save the organization profile.

Missing mandatory fields.

Note	Once you save the organization, there is no way to delete the organization. You may deactivate the organization, but you cannot delete it. Make sure you want to add the organization before clicking the Save button.

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