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Professional Bodies
Professional Bodies are reference records for external organisations such as institutes, associations, and certification bodies. They can be referenced where qualifications, memberships, or compliance requirements are tracked.
Screenshot: Professional Bodies list view
Fields
| Field | Meaning |
|---|---|
| Name | The professional body’s display name. |
| Code | A short identifier used for lookup and reporting. |
| Country | The country or jurisdiction where the body operates. |
| Description | Notes about the body’s role or usage. |
| Status | Indicates whether the record is available for selection. |
HowTo
- Open Organisation.
- Select Master Data.
- Open Professional Bodies.
- Create or update the body record.
- Save and activate it when it is ready to be referenced.
Screenshot: Professional Body create or edit form
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