If a client has completed registration with only the BCI survey having been added to their order, but decide that they also want to do Accreditation and/or the Sunday Times List as well, this can easily be sorted by using the newly-updated Edit Company Registration Options in Back Office.
To do this:
- Go to Back Office -> Survey -> Processes -> Edit Company Registration Options
- Select the relevant survey (this will most likely be the BCI survey for that year) and company from the drop-down lists. The cleint's current registration options will be shown on the screen.
- Scroll down to the Recognise section and select the extra surveys that need to be added to this client.
- Scroll down to the bottom of the page and click the Confirm button. You may need to choose the client's "Participation Details" (e.g. "Single Entity") before it will allow you to proceed.
This will cancel the old order and create a new one with all of the correct survey options added to it. Emails will be sent to the client to say that their old order has been cancelled, and another email to say that the new one has been created.