The Source Companies page allows authorised users to manage schools and companies that may be selected as the enrolment source for assessments and awards in SurfGuard.

Accessing Source Companies

Open the menu

Next, you have two options:

Scroll to the Maintenance section

Search for “Source Companies” in the search bar at the top right hand side of the page

Select the Maintain Source Companies option

Understanding the Source Companies table

The Source Companies page shows a list of school/company names.

Key columns include:

School/Company Name
Trading Name
Contact Person
State

Sort by

You can change the sort order by using the “Sort by” option

Business State (A-Z)
Business State (Z-A)
Last Updated Date (latest first)
School/Company Name (A-Z) default
School/Company Name (Z-A)

Search source companies

Use the Search field to narrow results by searching for any of the following and selecting “Search”:

School/Company Name
Trading Name
Contact Person First Name
Contact Person Last Name
State
Full or partial words

Filter source companies

The Filters panel allows you to refine the results shown without losing your search. For Source Companies, you can filter results by one or more States.

Add/Edit Source Companies

You can add or edit the list of source companies only if you have the relevant permission to do so.

Option A: Add Source Company

Select the “Add Source Company” button next to the Search bar

The Add Source Company drawer opens
Add details
Select Save to save your changes

If successful, a confirmation message appears

Option B: Edit Source Company

Select one of the source companies in the list
The Edit Source Company drawer opens
Update the details
Select Update to save your changes

If successful, a confirmation message appears

Delete Source Companies

You can delete source companies only if you have the relevant permission to do so.

Tick at least one of the source companies in the list

Select the three vertical dots (kebab) in the top right of the screen
Select “Delete selected records”

Select “Delete”

If successful, a confirmation message appears

Troubleshooting

Issue	Possible cause	Action
I can’t see the Source Companies option in the Menu	The Source Companies section is only visible under the Maintenance menu item if: You have Maintain Source Companies = Can View permission, and You are viewing the Memberships application	SurfGuard user accounts are managed by each state office. Contact your state centre using the appropriate form here to have them update your permissions if necessary.
I can’t create a new Source Company	You can only create a Source Company if you have New Source Company = Can Create permission.	SurfGuard user accounts are managed by each state office. Contact your state centre using the appropriate form here to have them update your permissions if necessary.
I can’t edit a Source Company	You can only edit a Source Company if you have Maintain Source Companies = Can Update permission.	SurfGuard user accounts are managed by each state office. Contact your state centre using the appropriate form here to have them update your permissions if necessary.
I can’t delete a Source Company	You can only delete a Source Company if you have Maintain Source Companies = Can Delete permission.	SurfGuard user accounts are managed by each state office. Contact your state centre using the appropriate form here to have them update your permissions if necessary.
I see an error message when I try to delete a Source Company	You can only delete Source Companies that are not in use by other members for an assessment or award.	This is working as expected.
I’m searching for a specific contact name but it says “No results found.”	The Search function will not work if you try searching for First Name and Last Name at the same time.	This is working as expected. Try searching for First Name or Last Name only and then utilising the “Sort by” options and filter.

Source Companies