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Add Organisation

91 bytes removed, 19:10, 17 June 2017

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{{noteNote |To add an organisationOrganisation, you your {{IMSMANG}} user account must have read and write access belong to the a User Role that has permission ''Organisation'' permissionwith ''Read and Write'' level. Contact your {{IMSMANG}} Administrator if you have questions on permissions.}}

To add an organisation Organisation to IMSMA{{IMSMANG}}:

<ol>

<li>From In the '''Data Entry''' menu, select &rarr; '''Organisations'''.</li>:The Organisation List window displays.

<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>

:The Organisation Editor window displays.

</ol>

[[Image:OrganisationEditorWindow.png|center|500px|''Organisation Editor Window'']]

<div align="center">

''Organisation Editor Window''

</div>

<br>

<ol start="3"><li>Enter the National a unique identifier or other identification number for the organisation Organisation in the '''Organisation ID''' field.Examples of identifiers:<ol type="a"><li> Short name of the Organisation e.g. MAG and NPA team 1</li><li> Identifier assigned in accreditation process</li><li> Org-1</li></ol></li><li>Enter the organisation long / full name of the Organisation in the '''Organisation Name''' fielde.g. HALO Trust - Mozambique.</li><li>If the Organisation has a parent Organisation, click the [[Image:Select and Organisation.png]] button to select the organisation type from the '''Category''' listparent Organisation.</li><li>If Select the organisation is active, check Organisation type from the '''ActiveCategory''' checkbox. Only active organisations are listed in the Organisation Selection windowlist.</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 Organisation in the '''Address''' field.</li><li>Select the operational area of the organisationOrganisation:</li>

<ol type="a">

<li>Click the [[Image:CSA.png]] 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 organisationOrganisation.</li><li>Click the '''SelectOk''' button.</li>:The name of the country structure that you selected displays in the Operational Area Country Structure Reference 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 the following table.</li>

! Refer to…

|-

| Manually add geospatial points and polygonepolygon/polyline points

| ''[[Manual Geospatial Data Entry |Manual Geospatial Data Entry]].''

|-

| ''[[Draw on the Map to Specify Geographic Coordinates| Draw on the Map to Specify Geographic Coordinates]].''

|-

| Import geospatial data from excelExcel

| ''[[Import Geospatial Data from Excel| Import Geospatial Data from Excel]].''

|-

<ol start="14">

<li>Click the '''Contact''' tab and enter data contact information for the organisation contactOrganisation:</li>

</ol>

[[Image:UserManual_OrganisationEditorContactTab.png|center|500px400px|''Organisation Editor – Contact Tab'']]

<div align="center">

''Organisation Editor – Contact Tab''

<li>Enter the mobile phone 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 call sign and frequency for the contact in the Radio field.</li>

<li>Enter an e-mail address for the contact in the Email field.</li>

<li>Enter If the Organisation has a website, enter a URL for the contact website 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:UserManual_ParentOrganisationsIcon.png]] button to select the parent organisation.</li><li>Click the [[Image:UserManual_CreateIconFieldTemplateIcon.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>

<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 Click the '''Save''' button. *To discard the organisation data and close the Organisation Editor window, click the '''Cancel''' button.</li>

</ol>

 

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[[Category:DSANAA]]

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