Organizations have the following components:
- Global Information
- Details
- Locations
- Phone Numbers
- Fax Numbers
- Email Addresses
- URLs
- Participants
- DBAs
- People
- IDs
- Requests
- Consultations
- Related Organizations
- History
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 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 button.
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 button.
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 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 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 .
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 icon to open the Locations section.
Add Locations
1. To add a location, click the 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 button.
Delete Location
To delete a location, click the 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 icon to open the Phone Numbers section.
Add Phone Numbers
1. To add a phone number, click the 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 button.
Delete Phone Numbers
To delete a phone number, click the 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.
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 icon to open the Fax Numbers section.
Add Fax Numbers
1. To add a fax number, click the 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 button.
Delete Fax Numbers
To delete a fax number, click the 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 icon to open the Email Addresses section.
Add Email Addresses
1. To add an email address, click the 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 button.
Delete Email Addresses
To delete an email address, click the 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.
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 icon to open the URLs section.
Add URLs
1. To add a URL, click the 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 button.
Delete URLs
To delete a URL, click the 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 icon to open the Participants section.
Add Participants
1. To add a participant, click the 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 button.
Delete Participants
To delete a participant, click the 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.
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 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 button.
Delete DBAs
To delete a DBA, click the 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 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 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 button.
Delete People
To delete a person, click the 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 icon to open the IDs section.
Add IDs
1. To add an ID, click the 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 button.
Delete IDs
To delete an ID, click the 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 icon to open the Requests section.
Add Requests
1. To add a request, click the 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 button.
Delete Requests
To delete a request, click the 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 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 button.
Delete Consultations
To delete a consultation, click the 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 icon to open the Related Organizations section.
Add Related Organizations
1. To add relate an existing organization, click the 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 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 button.
Delete Related Organizations
To delete a related organization, click the 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 icon to open the History section.
Deactivate an Organization
In the Action Panel, click the button (as an authorized user) to deactivate an Organization.
Restrict an Organization
Restrict an Organization
In the Action Panel, check the check box to restrict view and modification permissions to you (as assignee) and to designated members of the owning group.