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Created page with "{{note|To add an organisation, you must have read and write access to the ''Organisation'' permission. }} To add an organisation to IMSMA: <ol> <li>From the '''Data Entry''' ..."
{{note|To add an organisation, you must have read and write access to the ''Organisation'' permission.
}}
To add an organisation to IMSMA:
<ol>
<li>From the '''Data Entry''' menu, select '''Organisations'''.</li>
:The Organisation List window displays.
<li>Click the [[Image:EcksButton.png]] button.</li>
:The Organisation Editor window displays.
</ol>
[[Image:UserManual_OrganisationEditorWindow.png|center|500px|''Organisation Editor Window'']]
<div align="center">
''Organisation Editor Window''
</div>
<ol start="3">
<li>Enter the National identifier or other identification number for the organisation in the '''Organisation Local ID''' field.</li>
<li>Enter the organisation name in the '''Organisation Name''' field. Note that you must enter the organisation name.</li>
<li>Select the organisation type from the '''Category''' list.</li>
<li>If the organisation is active, check the '''Active''' checkbox. Only active organisations are listed in the Organisation Selection window.</li>
<li>If there are any fields in the Custom Defined Fields section, enter data in those fields.</li>
<li>Click the '''Location''' tab.</li>
<li>Enter the address of the organisation in the '''Address''' field.</li>
<li>Select the operational area of the organisation:</li>
<ol type="a">
<li>Click the button beside the '''Country Structure Reference''' field.</li>
:The Country Structure Selection window displays.
<li>Click the country structure area that is the operational area of the organisation.</li>
<li>Click the '''Select''' button.</li>
:The name of the country structure that you selected displays in the Operational Area field.
</ol>
<li>Select the coordinate reference system that you would like to use from the '''Coordinate Reference System''' list.</li>
<li>Select the coordinate format from the '''Coordinate Format''' list.</li>
<li>There are several options for entering geospatial data. These options and the page on which you can find additional information are listed in Table 43.</li>
</ol>
{| class="wikitable"
! colspan="2" | Table 43. Entering Geospatial Data for an Organisation
|-
! If you want to…
! Refer to…
|-
| Manually add geospatial points
| ''How to manually add a geospatial point on page 98.''
|-
| Manually add polygon and polyline points
| ''How to manually add polygon and polyline points on page 99.''
|-
| Draw on the map to specify point, polygon, and polyline coordinates
| ''How to draw on the map to specify point coordinates on page 100.''
|-
| Import geospatial data
| ''Importing geospatial data for a polyline or polygon on page 101.''
|}
<ol start="4">
<li>Click the '''Contact''' tab and enter data for the organisation contact:</li>
</ol>
[[Image:UserManual_OrganisationEditorContactTab.png|center|500px|''Organisation Editor – Contact Tab'']]
<div align="center">
''Organisation Editor – Contact Tab''
</div>
<ol start="5">
<ol type="a">
<li>Enter the name of the contact in the Name field.</li>
<li>Enter the phone number for the contact in the Phone field.</li>
<li>Enter the fax number for the contact in the Fax field.</li>
<li>Enter the mobile number for the contact in the Mobile field.</li>
<li>Enter any other number for the contact in the Other field.</li>
<li>Enter the radio number for the contact in the Radio field.</li>
<li>Enter an e-mail address for the contact in the Email field.</li>
<li>Enter a URL for the contact in the URL field.</li>
</ol>
<li>Click the '''Competencies''' tab and enter the competencies data:</li>
<ol type="a">
<li>If the organisation has a parent organisation, click the [[Image:?.png]] button to select the parent organisation.</li>
<li>Click the [[Image:FieldTemplateButton.png]] button.</li>
:A new row is added to the Competencies table.
<li>Click the '''Type''' column of the new row that was added.</li>
:A list of competencies displays.
</ol>
</ol>
[[Image:UserManual_OrganisationEditorSelectingCompetencyType.png|center|500px|''Organisation Editor Selecting a Competency Type'']]
<div align="center">
''Organisation Editor Selecting a Competency Type''
</div>
<ol start="16">
<ol type="a" start="4">
<li>Select the competency type from the list.</li>
<li>Click the '''Status''' column of the new row that was added.</li>
<li>Select the status from the list.</li>
</ol>
<li>Do one of the following:</li>
*To save the data you have entered for the organisation, click the '''Save''' button.
*To discard the organisation data and close the Organisation Editor window, click the '''Cancel''' button.
</li>
</ol>
}}
To add an organisation to IMSMA:
<ol>
<li>From the '''Data Entry''' menu, select '''Organisations'''.</li>
:The Organisation List window displays.
<li>Click the [[Image:EcksButton.png]] button.</li>
:The Organisation Editor window displays.
</ol>
[[Image:UserManual_OrganisationEditorWindow.png|center|500px|''Organisation Editor Window'']]
<div align="center">
''Organisation Editor Window''
</div>
<ol start="3">
<li>Enter the National identifier or other identification number for the organisation in the '''Organisation Local ID''' field.</li>
<li>Enter the organisation name in the '''Organisation Name''' field. Note that you must enter the organisation name.</li>
<li>Select the organisation type from the '''Category''' list.</li>
<li>If the organisation is active, check the '''Active''' checkbox. Only active organisations are listed in the Organisation Selection window.</li>
<li>If there are any fields in the Custom Defined Fields section, enter data in those fields.</li>
<li>Click the '''Location''' tab.</li>
<li>Enter the address of the organisation in the '''Address''' field.</li>
<li>Select the operational area of the organisation:</li>
<ol type="a">
<li>Click the button beside the '''Country Structure Reference''' field.</li>
:The Country Structure Selection window displays.
<li>Click the country structure area that is the operational area of the organisation.</li>
<li>Click the '''Select''' button.</li>
:The name of the country structure that you selected displays in the Operational Area field.
</ol>
<li>Select the coordinate reference system that you would like to use from the '''Coordinate Reference System''' list.</li>
<li>Select the coordinate format from the '''Coordinate Format''' list.</li>
<li>There are several options for entering geospatial data. These options and the page on which you can find additional information are listed in Table 43.</li>
</ol>
{| class="wikitable"
! colspan="2" | Table 43. Entering Geospatial Data for an Organisation
|-
! If you want to…
! Refer to…
|-
| Manually add geospatial points
| ''How to manually add a geospatial point on page 98.''
|-
| Manually add polygon and polyline points
| ''How to manually add polygon and polyline points on page 99.''
|-
| Draw on the map to specify point, polygon, and polyline coordinates
| ''How to draw on the map to specify point coordinates on page 100.''
|-
| Import geospatial data
| ''Importing geospatial data for a polyline or polygon on page 101.''
|}
<ol start="4">
<li>Click the '''Contact''' tab and enter data for the organisation contact:</li>
</ol>
[[Image:UserManual_OrganisationEditorContactTab.png|center|500px|''Organisation Editor – Contact Tab'']]
<div align="center">
''Organisation Editor – Contact Tab''
</div>
<ol start="5">
<ol type="a">
<li>Enter the name of the contact in the Name field.</li>
<li>Enter the phone number for the contact in the Phone field.</li>
<li>Enter the fax number for the contact in the Fax field.</li>
<li>Enter the mobile number for the contact in the Mobile field.</li>
<li>Enter any other number for the contact in the Other field.</li>
<li>Enter the radio number for the contact in the Radio field.</li>
<li>Enter an e-mail address for the contact in the Email field.</li>
<li>Enter a URL for the contact in the URL field.</li>
</ol>
<li>Click the '''Competencies''' tab and enter the competencies data:</li>
<ol type="a">
<li>If the organisation has a parent organisation, click the [[Image:?.png]] button to select the parent organisation.</li>
<li>Click the [[Image:FieldTemplateButton.png]] button.</li>
:A new row is added to the Competencies table.
<li>Click the '''Type''' column of the new row that was added.</li>
:A list of competencies displays.
</ol>
</ol>
[[Image:UserManual_OrganisationEditorSelectingCompetencyType.png|center|500px|''Organisation Editor Selecting a Competency Type'']]
<div align="center">
''Organisation Editor Selecting a Competency Type''
</div>
<ol start="16">
<ol type="a" start="4">
<li>Select the competency type from the list.</li>
<li>Click the '''Status''' column of the new row that was added.</li>
<li>Select the status from the list.</li>
</ol>
<li>Do one of the following:</li>
*To save the data you have entered for the organisation, click the '''Save''' button.
*To discard the organisation data and close the Organisation Editor window, click the '''Cancel''' button.
</li>
</ol>
