From IMSMA Wiki
|To add an organisation, you must have read and write access to the Organisation permission.|
To add an organisation to IMSMA:
- From the Data Entry menu, select Organisations.
- The Organisation List window displays.
- Click the button.
- The Organisation Editor window displays.
Organisation Editor Window
- Enter the National identifier or other identification number for the organisation in the Organisation ID field.
- Enter the organisation name in the Organisation Name field.
- If the organisation has a parent organisation, click the button to select the parent organisation.
- Select the organisation type from the Category list.
- If the organisation is active, check the Active checkbox.
- If there are any fields in the Custom Defined Fields section, enter data in those fields.
- Click the Location tab.
- Enter the address of the organisation in the Address field.
- Select the operational area of the organisation:
- Click the button beside the Country Structure Reference field.
- The Country Structure Selection window displays.
- Click the country structure area that is the operational area of the organisation.
- Click the Ok button.
- The name of the country structure that you selected displays in the Country Structure Reference field.
- Select the coordinate reference system that you would like to use from the Coordinate System list.
- Select the coordinate format from the Coordinate Format list.
- 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.
|Entering Geospatial Data for an Organisation|
|If you want to…||Refer to…|
|Manually add geospatial points and polygon/polyline points||Manual Geospatial Data Entry.|
|Draw on the map to specify point, polygon, and polyline coordinates||Draw on the Map to Specify Geographic Coordinates.|
|Import geospatial data from excel||Import Geospatial Data from Excel.|
|Import geospatial data from shapefile||Import Geospatial Data from Shapefile.|
- Click the Contact tab and enter data for the organisation contact:
Organisation Editor – Contact Tab
- Enter the name of the contact in the Contact Name field.
- Enter the phone number for the contact in the Phone field.
- Enter the fax number for the contact in the Fax field.
- Enter the mobile phone number for the contact in the Mobile field.
- Enter any other number for the contact in the Other field.
- Enter the radio number for the contact in the Radio field.
- Enter an e-mail address for the contact in the Email field.
- Enter a URL for the contact in the URL field.
- Click the Competencies tab and enter the competencies data:
Organisation Editor Selecting a Competency Type
- Select the competency type from the list.
- Click the Status column of the new row that was added.
- Select the status from the list.
- 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.