Add Organisation

Revision as of 14:17, 11 September 2013 by Adsantis (talk | contribs)
Note.jpg To add an organisation, you must have read and write access to the Organisation permission.

To add an organisation to IMSMA:

  1. From the Data Entry menu, select Organisations.
  2. The Organisation List window displays.
  3. Click the FieldTemplateIcon.png button.
  4. The Organisation Editor window displays.
Organisation Editor Window

Organisation Editor Window

  1. Enter the National identifier or other identification number for the organisation in the Organisation ID field.
  2. Enter the organisation name in the Organisation Name field.
  3. Select the organisation type from the Category list.
  4. If the organisation is active, check the Active checkbox. Only active organisations are listed in the Organisation Selection window.
  5. If there are any fields in the Custom Defined Fields section, enter data in those fields.
  6. Click the Location tab.
  7. Enter the address of the organisation in the Address field.
  8. Select the operational area of the organisation:
    1. Click the button beside the Country Structure Reference field.
    2. The Country Structure Selection window displays.
    3. Click the country structure area that is the operational area of the organisation.
    4. Click the Select button.
    5. The name of the country structure that you selected displays in the Operational Area field.
  9. Select the coordinate reference system that you would like to use from the Coordinate Reference System list.
  10. Select the coordinate format from the Coordinate Format list.
  11. 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.
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.
Manually add polygon and polyline points How to manually add polygon and polyline points.
Draw on the map to specify point, polygon, and polyline coordinates How to draw on the map to specify point coordinates.
Import geospatial data Importing geospatial data for a polyline or polygon.
  1. Click the Contact tab and enter data for the organisation contact:
Organisation Editor – Contact Tab

Organisation Editor – Contact Tab

    1. Enter the name of the contact in the Contact Name field.
    2. Enter the phone number for the contact in the Phone field.
    3. Enter the fax number for the contact in the Fax field.
    4. Enter the mobile phone number for the contact in the Mobile field.
    5. Enter any other number for the contact in the Other field.
    6. Enter the radio number for the contact in the Radio field.
    7. Enter an e-mail address for the contact in the Email field.
    8. Enter a URL for the contact in the URL field.
  1. Click the Competencies tab and enter the competencies data:
    1. If the organisation has a parent organisation, click the File:UserManual ParentOrganisationsIcon.png button to select the parent organisation.
    2. Click the File:UserManual CreateIcon.png button.
    3. A new row is added to the Competencies table.
    4. Click the Type column of the new row that was added.
    5. A list of competencies displays.
Organisation Editor Selecting a Competency Type

Organisation Editor Selecting a Competency Type

    1. Select the competency type from the list.
    2. Click the Status column of the new row that was added.
    3. Select the status from the list.
  1. Do one of the following:
  • 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.