Add Organization Content

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Organizations have the following components:

View and Update Global Information

The Global Information Bar of an Organization is displayed while viewing any section in the module. The edit capability for all other summary information is based on permissions and your local configuration. Editable sections in the Global Information Bar are shown in blue.

In the Expanded Treeview of the Browse Panel, click on the Organization’s name or icon, or from the Navigation Icons Panel select the Overview - icon icon to open the Overview section.

Click the blue text to open the existing content in an edit window.

Change an Organization’s Name

1. Click the blue text, then clear the current content and type in the change.

2. Click the check - icon button.

Change an Organization’s Name

Change Type

1. Click the blue text for the Type field, then select an item from the list to replace the existing content.

2. Click the check - icon button.

Change Corporation

Add an Existing Parent Organization

1. Click the blue text for Parent Organization.

2. Type an existing Organization into the text box and complete other required fields.

Note: Required fields are outlined in red.

3. Click the Save Organization button.

Add a new Parent Organization

1. Select the Add new organization button and complete the required fields.

Note: Required fields are outlined in red.

2. Click the Save Organization button. The new organization will be added to the list of  Related organizations.

View and Update Details

View Details

The Details section shows previous details and is available to add or edit.

1. In the Expanded Treeview of the Browse Panel, click on the Details section title or icon, or from the Navigation Icons Panel select the Details icon icon to open the Details section.

2. Enter text. You can use formatting tools or add attachments in the details.

Tip: Hover over the icon to see the tool name.

Edit Details

1. Enter (or edit) details in the text space. The section provides tools to format text, add hyperlinks, and attach a variety of files.

2. When the entry is complete, click the Save button save icon.

View and Update Locations

View Locations

In the Expanded Treeview of the Browse Panel, click on the Locations section title or icon, or from the Navigation Icons Panel select the location icon icon to open the Locations section.

Add Locations

1. To add a location, click the icon button on the section title bar. The Add Location window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Location.

Edit Location

To edit a location, click the edit icon button.

Delete Location

To delete a location, click the delete icon button.

Filter Location

You can filter locations based on type, addresses, city, state, zip code, country, date last modified, or who it was last modified by.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View and Update Phone Numbers

View Phone Numbers

In the Expanded Treeview of the Browse Panel, click on the Phone Numbers section title or icon, or from the Navigation Icons Panel select the phone icon icon to open the Phone Numbers section.

View Phone Numbers

Add Phone Numbers

1. To add a phone number, click the icon button on the section title bar. The Add New Phone Number window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Phone Number.

Edit Phone Numbers

To edit a phone number, click the edit icon button.

Delete Phone Numbers

To delete a phone number, click the delete icon button.

Filter Phone Numbers

You can filter phone numbers based on type, phone number, description, who modified it, and when it was last modified.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Filter Phone Numbers

View and Update Fax Numbers

View Fax Numbers

In the Expanded Treeview of the Browse Panel, click on the Fax Numbers section title or icon, or from the Navigation Icons Panel select the Fax Numbers icon icon to open the Fax Numbers section.

View Fax Numbers

Add Fax Numbers

1. To add a fax number, click the icon button on the section title bar. The Add New Fax Number window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Fax Number.

Edit Fax Numbers

To edit a fax number, click the edit icon button.

Delete Fax Numbers

To delete a fax number, click the delete icon button.

Filter Fax Numbers

You can filter fax numbers based on type, fax number, description, who modified it, and when it was last modified.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View and Update Email Addresses

View Email Addresses

In the Expanded Treeview of the Browse Panel, click on the Email Addresses section title or icon, or from the Navigation Icons Panel select the email addresses icon icon to open the Email Addresses section.

View Email Addresses

Add Email Addresses

1. To add an email address, click the icon button on the section title bar. The Add New Email Address window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save Email Address.

Edit Email Addresses

To edit an email address, click the edit icon button.

Delete Email Addresses

To delete an email address, click the delete icon button.

Filter Email Addresses

You can filter email addresses based on type, email address, description, who it was modified by, and the date last modified.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Filter Email Addresses

View and Update URLs

View URLs

In the Expanded Treeview of the Browse Panel, click on the URLs section title or icon, or from the Navigation Icons Panel select the URLs section icon icon to open the URLs section.

Add URLs

1. To add a URL, click the icon button on the section title bar. The Add New URL window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save URL.

Edit URLs

To edit a URL, click the edit icon button.

Delete URLs

To delete a URL, click the delete icon button.

Filter URLs

You can filter URLs based on type, URL, description, who it was modified by, and when it was last modified.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View and Update Participants

View Participants

In the Expanded Treeview of the Browse Panel, click on the Participants section title or icon, or from the Navigation Icons Panel select the Participants - icon icon to open the Participants section.

Add Participants

1. To add a participant, click the icon button on the section title bar. The Add Participant window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save.

Edit Participants

To edit a participant, click the edit icon button.

Delete Participants

To delete a participant, click the delete icon button.

Filter Participants

You can filter participants based on type or name.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Filter Participants

View and Update DBAs

View DBAs

The DBAs (doing business as) section lists any aliases associated with the Organization.

In the Expanded Treeview of the Browse Panel, click on the DBAs section title or icon, or from the Navigation Icons Panel select the  icon to open the DBAs section.

Add DBAs

1. To add a DBA, click the icon button on the section title bar. The Add New DBA window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save DBA.

Edit DBAs

To edit a DBA, click the edit icon button.

Delete DBAs

To delete a DBA, click the delete icon button.

View and Update People

View People

In the Expanded Treeview of the Browse Panel, click on the People section title or icon, or from the Navigation Icons Panel select the  icon to open the People section.

Add People

1. To relate an existing person to the organization, click the icon button on the section title bar. The Add person window opens.

Note: Required fields are outlined in red.

2. To add a new person to the system and associate it with the organization, select the add new person icon button.

Note: Required fields are outlined in red.

3. Complete the required fields to add a new person and any additional fields, then click Save Person.

Edit People

To edit a person, click the edit icon button.

Delete People

To delete a person, click the delete icon button.

Filter People

You can filter people based on their first and last name, relationship, phone number, and location.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View and Update IDs

View IDs

In the Expanded Treeview of the Browse Panel, click on the IDs section title or icon, or from the Navigation Icons Panel select the IDs section icon to open the IDs section.

Add IDs

1. To add an ID, click the icon button on the section title bar. The Add New Identification window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save ID.

Edit IDs

To edit an ID, click the edit icon button.

Delete IDs

To delete an ID, click the delete icon button.

Filter IDs

You can filter IDs based on ID type, number, issuer, year issued, who modified it, and when it was last modified.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View and Update Requests

View Requests

In the Expanded Treeview of the Browse Panel, click on the Requests section title or icon, or from the Navigation Icons Panel select the Cases section icon to open the Requests section.

Add Requests

1. To add a request, click the icon button on the section title bar. The Add FOIA Request Association window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save.

Edit Requests

To edit a request, click the edit icon button.

Delete Requests

To delete a request, click the delete icon button.

Filter Requests

You can filter requests based on role, priority, ID, title, status, assignee, and date modified.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

Consultations

View Consultations

Select Consultations on the treeview or click the consultations icon to see a list of related consultations.

Add Consultations

1. To add a consultation, click the icon button on the section title bar. The Add Consultation Association window opens.

Note: Required fields are outlined in red.

2. Complete the required fields and any additional fields and click Save.

Edit Consultations

To edit a consultation, click the edit icon button.

Delete Consultations

To delete a consultation, click the delete icon button.

Filter Consultations

You can filter consultations based on role, priority, ID, title, status, assignee, and date modified.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View and Update Related Organizations

View Related Organizations

In the Expanded Treeview of the Browse Panel, click on the Related Organizations section title or icon, or from the Navigation Icons Panel select the arrow icon icon to open the Related Organizations section.

Add Related Organizations

1. To add relate an existing organization, click the icon button on the section title bar. The Add Organization window opens.

Note: Required fields are outlined in red.

2. To add and relate a new organization, select the Add new organization button. The Organization window opens.

Note: Required fields are outlined in red.

3. Complete the required fields to add a new organization and any additional fields, then click Save Organization.

Edit Related Organizations

To edit a related organization, click the edit icon button.

Delete Related Organizations

To delete a related organization, click the delete icon button.

Filter Related Organization

You can filter related organizations based on relationship, organization, ID, organization type, primary contact, phone number, or location.

To filter, click in a column’s filter box and type in the first 3 or more characters. The list of results will update automatically.

View History

In the Expanded Treeview of the Browse Panel, click on the History section title or icon, or from the Navigation Icons Panel select the bell icon icon to open the History section.

Deactivate an Organization

 

In the Action Panel, click the deactivate icon button (as an authorized user) to deactivate an Organization.

Restrict an Organization

Restrict an Organization

In the Action Panel, check the restrict icon check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.