Add Organisation: Difference between revisions
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{{ | {{Note | To add an Organisation, your {{IMSMANG}} user account must belong to a User Role that has permission ''Organisation'' with ''Read and Write'' level. Contact your {{IMSMANG}} Administrator if you have questions on permissions. }} | ||
}} | |||
To add an | To add an Organisation to {{IMSMANG}}: | ||
<ol> | <ol> | ||
<li> | <li>In the '''Data Entry''' menu → '''Organisations'''.</li> | ||
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | <li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | ||
[[Image:OrganisationEditorWindow.png|center|500px|''Organisation Editor Window'']] | [[Image:OrganisationEditorWindow.png|center|500px|''Organisation Editor Window'']] | ||
<div align="center"> | <div align="center"> | ||
</div> | </div> | ||
<br> | |||
<li>Enter a unique identifier for the Organisation in the '''Organisation ID''' field. Examples of identifiers: | |||
<li>Enter | <ol type="a"> | ||
<li>Enter the | <li> Short name of the Organisation e.g. MAG and NPA team 1</li> | ||
<li>Select the | <li> Identifier assigned in accreditation process</li> | ||
<li> | <li> Org-1</li> | ||
</ol> | |||
</li> | |||
<li>Enter the long / full name of the Organisation in the '''Organisation Name''' field e.g. HALO Trust - Mozambique.</li> | |||
<li>If the Organisation has a parent Organisation, click the [[Image:Select and Organisation.png]] button to select the parent Organisation.</li> | |||
<li>Select the Organisation type from the '''Category''' list.</li> | |||
<li>If there are any fields in the Custom Defined Fields section, enter data in those fields.</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>Click the '''Location''' tab.</li> | ||
<li>Enter the address of the | <li>Enter the address of the Organisation in the '''Address''' field.</li> | ||
<li>Select the operational area of the | <li>Select the operational area of the Organisation:</li> | ||
<ol type="a"> | <ol type="a"> | ||
<li>Click the | <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 | <li>Click the country structure area that is the operational area of the Organisation.</li> | ||
<li>Click the ''' | <li>Click the '''Ok''' button.</li> | ||
The name of the country structure that you selected displays in the Country Structure Reference field. | |||
</ol> | </ol> | ||
<li>Select the coordinate reference system that you would like to use from the '''Coordinate | <li>Select the coordinate reference system that you would like to use from the '''Coordinate System''' list.</li> | ||
<li>Select the coordinate format from the '''Coordinate Format''' 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> | <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> | ||
| Line 42: | Line 43: | ||
! Refer to… | ! Refer to… | ||
|- | |- | ||
| Manually add geospatial points and | | Manually add geospatial points and polygon/polyline points | ||
| ''[[Manual Geospatial Data Entry |Manual Geospatial Data Entry]].'' | | ''[[Manual Geospatial Data Entry |Manual Geospatial Data Entry]].'' | ||
|- | |- | ||
| Line 48: | Line 49: | ||
| ''[[Draw on the Map to Specify Geographic Coordinates| Draw on the Map to Specify Geographic Coordinates]].'' | | ''[[Draw on the Map to Specify Geographic Coordinates| Draw on the Map to Specify Geographic Coordinates]].'' | ||
|- | |- | ||
| Import geospatial data from | | Import geospatial data from Excel | ||
| ''[[Import Geospatial Data from Excel| Import Geospatial Data from Excel]].'' | | ''[[Import Geospatial Data from Excel| Import Geospatial Data from Excel]].'' | ||
|- | |- | ||
| Line 55: | Line 56: | ||
|} | |} | ||
<ol start=" | <ol start="14"> | ||
<li>Click the '''Contact''' tab and enter | <li>Click the '''Contact''' tab and enter contact information for the Organisation:</li> | ||
</ol> | </ol> | ||
[[Image:UserManual_OrganisationEditorContactTab.png|center| | [[Image:UserManual_OrganisationEditorContactTab.png|center|400px|''Organisation Editor – Contact Tab'']] | ||
<div align="center"> | <div align="center"> | ||
''Organisation Editor – Contact Tab'' | ''Organisation Editor – Contact Tab'' | ||
</div> | </div> | ||
<ol start=" | <ol start="15"> | ||
<ol type="a"> | <ol type="a"> | ||
<li>Enter the name of the contact in the Contact Name field.</li> | <li>Enter the name of the contact in the Contact Name field.</li> | ||
| Line 71: | Line 72: | ||
<li>Enter the mobile phone number for the contact in the Mobile field.</li> | <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 any other number for the contact in the Other field.</li> | ||
<li>Enter the radio | <li>Enter the radio 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 an e-mail address for the contact in the Email field.</li> | ||
<li> | <li>If the Organisation has a website, enter a URL for the website in the URL field.</li> | ||
</ol> | </ol> | ||
<li>Click the '''Competencies''' tab and enter the competencies data:</li> | <li>Click the '''Competencies''' tab and enter the competencies data:</li> | ||
<ol type="a"> | <ol type="a"> | ||
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li> | |||
<li>Click the [[Image: | A new row is added to the Competencies table. | ||
<li>Click the '''Type''' column of the new row that was added.</li> | <li>Click the '''Type''' column of the new row that was added.</li> | ||
A list of competencies displays. | |||
</ol> | </ol> | ||
</ol> | </ol> | ||
| Line 96: | Line 96: | ||
<li>Select the status from the list.</li> | <li>Select the status from the list.</li> | ||
</ol> | </ol> | ||
<li> | <li>Click the '''Save''' button. </li> | ||
</li> | |||
</ol> | </ol> | ||
{{NavBox HowTo Standardizing Auxiliary Data}} | |||
[[Category:NAA]] | |||
Latest revision as of 19:10, 17 June 2017
To add an Organisation to IMSMANG:
- In the Data Entry menu → Organisations.
- Click the
button. - Enter a unique identifier for the Organisation in the Organisation ID field. Examples of identifiers:
- Short name of the Organisation e.g. MAG and NPA team 1
- Identifier assigned in accreditation process
- Org-1
- Enter the long / full name of the Organisation in the Organisation Name field e.g. HALO Trust - Mozambique.
- If the Organisation has a parent Organisation, click the
button to select the parent Organisation. - Select the Organisation type from the Category list.
- 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 contact information for the Organisation:

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 call sign and frequency for the contact in the Radio field.
- Enter an e-mail address for the contact in the Email field.
- If the Organisation has a website, enter a URL for the website 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.
- Click the Save button.