Add Organisation

To add an organisation to IMSMA:

1. From the Data Entry menu, select Organisations.
The Organisation List window displays.
2. Click the button.
The Organisation Editor window displays.

Organisation Editor Window

3. Enter a unique identifier for the Organisation in the Organisation ID field. Examples of identifiers:
   1. Short name of the Organisation e.g. MAG
4. Enter the organisation name in the Organisation Name field.
5. If the organisation has a parent organisation, click the button to select the parent organisation.
6. Select the organisation type from the Category list.
7. If the organisation is active, check the Active checkbox.
8. If there are any fields in the Custom Defined Fields section, enter data in those fields.
9. Click the Location tab.
10. Enter the address of the organisation in the Address field.
11. Select the operational area of the organisation:
1. Click the button beside the Country Structure Reference field.
The Country Structure Selection window displays.
2. Click the country structure area that is the operational area of the organisation.
3. Click the Ok button.
The name of the country structure that you selected displays in the Country Structure Reference field.
12. Select the coordinate reference system that you would like to use from the Coordinate System list.
13. Select the coordinate format from the Coordinate Format list.
14. 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.

14. 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.
15. Click the Competencies tab and enter the competencies data:
1. Click the button.

A new row is added to the Competencies table.

2. Click the Type column of the new row that was added.

A list of competencies displays.

Organisation Editor Selecting a Competency Type

Organisation Editor Selecting a Competency Type

4. Select the competency type from the list.
5. Click the Status column of the new row that was added.
6. Select the status from the list.
16. 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.

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.

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