How to Manage Company Information in PIPPS
A simple guide for beginners
What is Company Management?
The Company Management page is where you view and update your company's basic information in the PIPPS system.
This information includes:
- Company name
- Phone and fax numbers
- Business address
- Email address
- Custom report fields
Why this is important:
- Keeps your company information up to date
- May be used in reports or communications
- Helps identify your organization in the system
- Provides contact information for your business
Who Can Use This Feature?
- Typically accessible to administrators or managers only
- Users with permission to manage company settings
- Not available to regular staff members
What You'll Need:
- Administrator or manager access to PIPPS
- Your company's current contact information
- Permission to make changes to company settings
How to Access Company Management
Step 1: Navigate to Company Management
- Look at the blue menu bar at the top of the screen
- Find and click on "Company"
- The Company Management page will open
Understanding the Company Management Form
The form displays several fields where you can view and edit your company information:
| Field Name | What It's For | Required? |
|---|---|---|
| Company Name | Your official business name | Usually pre-filled |
| Phone Number | Main business phone number | Optional |
| Fax Number | Business fax number (if you have one) | Optional |
| Address 1 | Street address (line 1) | Optional |
| Address 2 | Suite/Unit number or additional address info | Optional |
| Main company email address | Optional | |
| Report1 | Custom field for reporting (configured by admin) | Optional |
| Report2 | Custom field for reporting (configured by admin) | Optional |
| Report3 | Custom field for reporting (configured by admin) | Optional |
The Report1, Report2, and Report3 fields are custom fields that your organization can use for any additional information needed. Your administrator determines what these fields are used for.
How to Update Company Information
Step 1: Review Current Information
- When the Company Management page opens, you'll see all current information
- Look through each field to see what's already filled in
- Note any fields that are empty or need updating
Step 2: Edit the Information
- Click in any field you want to change
- Type or edit the information
- You can delete text by using backspace or delete keys
- You can select all text with Ctrl+A (or Cmd+A on Mac) and retype
- Move to the next field by pressing Tab or clicking in it
- Continue editing all fields that need changes
- Click in the "Phone Number" field
- Select all the old number
- Type the new number: 876-555-1234
- Move to the next field if needed
Step 3: Save Your Changes
- After making all your changes, look at the bottom of the form
- Click the green "Update" button
- The system will save your changes
- You should see a confirmation message
Common Tasks
Task 1: Just Viewing Company Information
- Click "Company" in the top menu
- Review the information on the screen
- Click "Exit" when done (no changes to save)
Task 2: Updating a Single Field
- Click "Company" in the top menu
- Click in the field you want to change
- Edit the information
- Click the green "Update" button
- Wait for confirmation
- Click "Exit" to close
Task 3: Adding Complete Address Information
- Click "Company" in the top menu
- Fill in Address 1 (street address)
- Fill in Address 2 (suite/unit if applicable)
- Add Phone Number
- Add Email
- Click "Update" to save everything
- Click "Exit" when done
Quick Tips
- Always click "Update" before clicking "Exit" if you made changes
- The "Clear" button removes ALL fields - use it carefully
- You don't need to fill in every field - only update what's necessary
- Phone numbers can be formatted however you prefer (with or without dashes)
- If you make a mistake, you can edit again and click "Update" to fix it
- The Company Name is usually pre-set and may not need changing
- Report fields are optional - ask your admin what they're used for
- Keep your information current for accurate records and communications
Common Questions
A: Technically yes, but you should check with your administrator first. Changing the company name may affect other parts of the system.
A: These are custom fields that your organization can use for any purpose. Ask your system administrator what your company uses them for.
A: No, most fields are optional. Only fill in the information that's relevant and accurate for your company.
A: All fields will be emptied. If you haven't clicked "Update" yet, just click "Exit" without saving and re-open the page. If you already clicked "Update" after clearing, you'll need to re-enter all the information.
A: The system may allow it, but whoever clicks "Update" last will overwrite previous changes. It's best to coordinate who updates company information.
A: After clicking "Update", you should see a confirmation message. You can also exit and re-open the Company page to verify your changes were saved.
A: You may not have administrator or manager permissions. Contact your system administrator to request access.
A: Not automatically. You'll need to manually change the information back to what it was before and click "Update" again.
Troubleshooting
Problem: I don't see the "Company" option in the menu
Problem: I clicked "Clear" and all my information disappeared
Problem: I made changes but they didn't save
Problem: I can't click in the fields to edit them
Problem: I get an error when clicking "Update"
Problem: I'm not sure what to put in the Report fields
Problem: The page won't load
⚠️ Important Safety Tips
Before clicking "Clear": Think twice! This erases ALL fields and can't be undone easily.
Before clicking "Exit": Make sure you clicked "Update" if you made any changes you want to keep.
Before changing Company Name: Consult with your administrator as this may affect system-wide settings.
Important Reminders
- Always click "Update" to save your changes before exiting
- The "Clear" button erases ALL fields - use with caution
- "Exit" does NOT save your changes
- You need administrator/manager permissions to access this feature
- Most fields are optional - only fill in what's accurate
- You can return and edit information anytime
- Changes take effect immediately after clicking "Update"
- Keep your company information current and accurate