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Add Organisation

12 bytes removed, 20:10, 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 Organisation has a parent organisationOrganisation, click the [[Image:UserManual_ParentOrganisationsIconSelect and Organisation.png]] button to select the parent organisationOrganisation.</li><li>Select the organisation Organisation type from the '''Category''' list.</li><li>If the organisation is active, check the '''Active''' checkbox.</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 '''Ok''' button.</li>
:The name of the country structure that you selected displays in the Country Structure Reference field.
</ol>
<li>Select the coordinate reference system that you would like to use from the '''Coordinate System''' list.</li>
| ''[[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>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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