Difference between revisions of "Add Organisation"

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{{note|To add an organisation, you must have read and write access to the ''Organisation'' permission.
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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. }}
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}}
 
  
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To add an organisation to IMSMA:
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To add an Organisation to {{IMSMANG}}:
 
<ol>
 
<ol>
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<li>From the '''Data Entry''' menu, select '''Organisations'''.</li>
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<li>In the '''Data Entry''' menu &rarr; '''Organisations'''.</li>
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:The Organisation List window displays.
 
 
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
 
<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
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:The Organisation Editor window displays.
 
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</ol>
 
  
 
[[Image:OrganisationEditorWindow.png|center|500px|''Organisation Editor Window'']]
 
[[Image:OrganisationEditorWindow.png|center|500px|''Organisation Editor Window'']]
 
<div align="center">
 
<div align="center">
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''Organisation Editor Window''
 
 
</div>
 
</div>
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<br>
  
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<ol start="3">
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<li>Enter a unique identifier for the Organisation in the '''Organisation ID''' field. Examples of identifiers:
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<li>Enter the National identifier or other identification number for the organisation in the '''Organisation ID''' field.</li>
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<ol type="a">
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<li>Enter the organisation name in the '''Organisation Name''' field.</li>
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<li> Short name of the Organisation e.g. MAG and NPA team 1</li>
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<li>Select the organisation type from the '''Category''' list.</li>
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<li> Identifier assigned in accreditation process</li>
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<li>If the organisation is active, check the '''Active''' checkbox. Only active organisations are listed in the Organisation Selection window.</li>
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<li> Org-1</li>
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</ol>
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</li>
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<li>Enter the long / full name of the Organisation in the '''Organisation Name''' field e.g. HALO Trust - Mozambique.</li>
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<li>If the Organisation has a parent Organisation, click the [[Image:Select and Organisation.png]] button to select the parent Organisation.</li>
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<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>
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<li>Enter the address of the organisation in the '''Address''' field.</li>
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<li>Enter the address of the Organisation in the '''Address''' field.</li>
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<li>Select the operational area of the organisation:</li>
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<li>Select the operational area of the Organisation:</li>
 
<ol type="a">
 
<ol type="a">
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<li>Click the   button beside the '''Country Structure Reference''' field.</li>
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<li>Click the [[Image:CSA.png]] button beside the '''Country Structure Reference''' field.</li>
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:The Country Structure Selection window displays.
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The Country Structure Selection window displays.
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<li>Click the country structure area that is the operational area of the organisation.</li>
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<li>Click the country structure area that is the operational area of the Organisation.</li>
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<li>Click the '''Select''' button.</li>
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<li>Click the '''Ok''' button.</li>
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:The name of the country structure that you selected displays in the Operational Area field.  
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The name of the country structure that you selected displays in the Country Structure Reference field.  
 
</ol>
 
</ol>
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<li>Select the coordinate reference system that you would like to use from the '''Coordinate Reference System''' list.</li>
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<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>
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! Refer to…
 
! Refer to…
 
|-
 
|-
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| Manually add geospatial points and polygone/polyline points
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| Manually add geospatial points and polygon/polyline points
 
| ''[[Manual Geospatial Data Entry |Manual Geospatial Data Entry]].''
 
| ''[[Manual Geospatial Data Entry |Manual Geospatial Data Entry]].''
 
|-
 
|-
 
| Draw on the map to specify point, polygon, and polyline coordinates
 
| Draw on the map to specify point, polygon, and polyline coordinates
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| ''[[Retrieve Geographic Coordinates from the Map in the Data Entry Form | How to draw on the map to specify point coordinates]].''
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| ''[[Draw on the Map to Specify Geographic Coordinates| Draw on the Map to Specify Geographic Coordinates]].''
 
|-
 
|-
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| Import geospatial data from excel
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| 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]].''
 
|-
 
|-
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|}
 
|}
  
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<ol start="4">
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<ol start="14">
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<li>Click the '''Contact''' tab and enter data for the organisation contact:</li>
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<li>Click the '''Contact''' tab and enter contact information for the Organisation:</li>
 
</ol>
 
</ol>
  
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[[Image:UserManual_OrganisationEditorContactTab.png|center|500px|''Organisation Editor – Contact Tab'']]
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[[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>  
  
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<ol start="5">
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<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>
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<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>
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<li>Enter the radio number for the contact in the Radio field.</li>
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<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>
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<li>Enter a URL for the contact in the URL field.</li>
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<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">
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<li>If the organisation has a parent organisation, click the [[Image:UserManual_ParentOrganisationsIcon.png]] button to select the parent organisation.</li>
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<li>Click the [[Image:FieldTemplateIcon.png]] button.</li>
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<li>Click the [[Image:UserManual_CreateIcon.png]] button.</li>
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A new row is added to the Competencies table.
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: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>
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:A list of competencies displays.
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A list of competencies displays.
 
</ol>
 
</ol>
 
</ol>
 
</ol>
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<li>Select the status from the list.</li>
 
<li>Select the status from the list.</li>
 
</ol>
 
</ol>
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<li>Do one of the following:</li>
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<li>Click the '''Save''' button. </li>
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*To save the data you have entered for the organisation, click the '''Save''' button.  
 
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*To discard the organisation data and close the Organisation Editor window, click the '''Cancel''' button.
 
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</li>
 
 
</ol>
 
</ol>
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{{NavBox HowTo Standardizing Auxiliary Data}}
  
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{{NavBox HowTo Standardizing Auxiliary Data}}
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[[Category:NAA]]

Latest revision as of 19:10, 17 June 2017

Note.jpg 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 Organisation to IMSMANG:

  1. In the Data Entry menu → Organisations.
  2. Click the FieldTemplateIcon.png button.
    3. 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 and NPA team 1
    2. Identifier assigned in accreditation process
    3. Org-1
  4. Enter the long / full name of the Organisation in the Organisation Name field e.g. HALO Trust - Mozambique.
  5. If the Organisation has a parent Organisation, click the Select and Organisation.png button to select the parent Organisation.
  6. Select the Organisation type from the Category list.
  7. If there are any fields in the Custom Defined Fields section, enter data in those fields.
  8. Click the Location tab.
  9. Enter the address of the Organisation in the Address field.
  10. Select the operational area of the Organisation:
    1. Click the CSA.png button beside the Country Structure Reference field.

      2. 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.

      4. The name of the country structure that you selected displays in the Country Structure Reference field.

  11. Select the coordinate reference system that you would like to use from the Coordinate System list.
  12. Select the coordinate format from the Coordinate Format list.
  13. 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.
  1. Click the Contact tab and enter contact information for the Organisation:
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 call sign and frequency for the contact in the Radio field.
    7. Enter an e-mail address for the contact in the Email field.
    8. If the Organisation has a website, enter a URL for the website in the URL field.
  1. Click the Competencies tab and enter the competencies data:
    1. Click the FieldTemplateIcon.png button.

      2. A new row is added to the Competencies table.

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

      3. 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. Click the Save button.
Standardising Auxiliary Data
Levels
Data
General
FieldTemplateIcon.png
FieldViewIcon.png
EcksButton.png
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