Manage branches in Flow Learning

Overview: Flow allows training managers to manage branches so that they can ensure their teams are being assigned the correct resources that are relevant to their branch.

Start from: The Flow Learning dashboard.

• Navigate to Company > Company Structure.

Add a branch

• Once in Company Structure, select View on Branches.

• Select Add +.

• A popup window will open. Fill in the information for your new branch, such as the name, location, address, jurisdiction, branding, language, etc.

• Select Save. Your new branch will now appear on the list.

Edit a branch

• Once in Company Structure, select View on Branches.

• Select the three dots button in the specific branch you wish to edit.

• A popup window will open with all the information about your branch.  Fill in the fields or edit the existing content as required.

• Select Save to update your branch’s information.  

Import branches

• Once in Company Structure, select Settings on Import Branches.
• The Import Branch popup window will appear.
• Select Upload File to upload a CSV file with information on your branches. 

• Select Test feed to test the validity of the data in the CSV file before uploading.

Note: CSV is the only admitted format. Selecting the Test feed option will result in no data actually being imported.

• Once you have confirmed the validity of the data, you can reupload the file with the Test feed option deactivated.
• Select Save to finalize your upload.

You should now be able to see your recently uploaded branches in the Branches list.