Welcome to the new Help Centre! ✨

You may have spotted our new and shiny company website - and that’s not all that’s changed! We now have dedicated Help Centres for each of our products to make it easier for you to find the right support. For a quick guide to what’s new and where to go, click here.

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Delivery plan Look up tables

  User Roles

This feature can be used by the following user roles:

  • Centre Manager

Look-up tables can be created by following the steps below.

  1. Click Centre on left hand navigation bar
  2. Click Look-up Tables
  3. Select Delivery Plans
  4. Click Categories Delivery Leads, Funding Sources or Delivery Methods
  5. Click Create
  6. Add Name
  7. Click Create

When creating delivery plan categories you'll also be able to select which fields are visible for the components within the category.



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