Industries Overview

Industries are used to categorise your Accounts, Course Templates, or Job Roles into specific Industries. Generally, this is done for reporting or organisational purposes.

To learn how to use Industries, click here.

Where to find Industries

Click on the User Icon at the top right hand side of accessplanit and select Administration:

Within this page, click the menu option Industries:

Setting up an Industry

When it comes to setting up an Industry, there are a few fields that you'll need to fill in first. Here's a breakdown of what they all mean:

The Label is the name of the Industry. We recommend calling it something easily-identifiable so that you can find it later. 

Example Industries are:

  • Public Sector
  • Private Sector
  • Charities 
  • Sales & Marketing 
  • Leisure 
  • Technology
  • Health

This determines whether you can delete this Industry. This is defaulted to No, meaning that your Industry may be deleted.

Other information stored against an Industry

This tab allows you to manage the Accounts that are assigned to this Industry.

Course Templates
Here, you can manage which Course Templates are assigned to this Industry.

Job Roles
In the Job Roles tab, you can manage the Job Roles that are assigned to this Industry.