Purpose
This screen allows searching or browsing for child organisations. The following actions can then be taken:
- Click the
image to display details about the organisation - Click the
image to 'administer' that organisation (i.e. to access it's administration). You will be taken to the home page of the administration site - Click the
image to edit the organisation. The edit screen pops up in a new window. - Click the
image to manage the organisation's relationships (i.e. add or remove from the selected organisation's 'child' organisation list). The screen pops up in a new window.
Go to Mode: Organisation Menu: Maintenance -> Organisation Search/Edit
Search tab
This allows child organisations to be searched by entering part of the name, or the ID number.
- Enter part of the organisation name, and make a selection from the dropdown (whether the name contains, starts or ends with the search string)
- Alternatively, enter the Organisation ID
- To include 'non-linked' organisations (i.e. those that have no parent organisations), check the checkbox.
- Click the Search button
- Search results are listed in a table below.
- Choose one of the three actions (Details, Admin, Edit) as referred to above.
- Alternatively, click the Select link of an organisation:
- The child organisations of the selected organisation can then be displayed:
- Select Immediate and click Search to display the child organisations that a directly related to the selected organisation
- Select All descendents and click Search to display the child organisations that a directly related to the selected organisation, plus any decendent organisations (i.e. children of the children and so on to the bottom of the organisation tree).
- Make a selection from the Filter type dropdown to limit the child organisations to the selected Organisation type
- Any child organisations displayed can alse be selected and the process repeated to 'drill down' the organisation tree.
| Note |
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Attributes of the organisation are shown in the Status column of the search results:
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Tree view tab
This displays the child organisations in a hierarchical 'tree' view.
- Click an organisation name (or an organisation type - eg CLUBS, ASSOCIATIONS etc), or a
image . This will expand and display all the immediate child organisations, grouped by organisation type. - Choose one of the three actions (Details, Admin, Edit) as referred to above.
- Click a
image to collapse that part of the tree. Click the Collapse Tree link at the top of the tree view to collapse the entire tree.
