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  • Organisation Search

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Old Version 20

changes.mady.by.user Michael Oliver

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New Version 21

changes.mady.by.user Barbara Vegh

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Info

Mode: Organisation 

Menu: Maintenance -> Organisation Search/Edit

 

This screen allows searching or browsing for child organisations. The following actions can then be taken:

  • Click the Image Removed image Image Added image to display details about the organisation.
  • Click the Image Removed image to 'administer' that organisation (i.e. Image Added image to access itthe organisations' s administration). You This function will be taken to the home page of the administration site.
  • Click the  Image Removed image Image Added image to edit the organisation. The edit screen pops up in a new window.
  • Click the  Image Removed image Image Added 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.

 

Search for an Organisation

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Search tab

This allows child organisations to be searched by entering part of the name, or the ID number.

  1. Enter part of the organisation name, and make a selection from the dropdown list (whether the name contains, starts or ends with the search string).

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  2. Alternatively, enter the Organisation ID.
  3. To include 'non-linked ' organisations (i.e. those that have no parent organisations), check the 'non-linked organisations' checkbox.
  4. Click the Search buttonSearch .  Search results are then listed in a table below.

 

Actions for an Organisation

  1. Choose one of the three actions (Show Details, AdminAdminister, Edit) as referred to above.
  2. Alternatively, click the Select link of an organisation:.
    1. The child organisations of the selected organisation can then be displayed
    :
    1. .
    2. Select Immediate and click Search to display the child organisations that a directly related to the selected organisation.
    3. Select All descendents and click Search to display the child organisations that
    a
    1. are 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).
    2. Make a selection from the Filter type dropdown list to limit the child organisations to the selected Organisation type.
    3. Any child organisations displayed can
    alse
    1. also be selected and the process repeated to 'drill down' the organisation tree.

Note

Attributes of the organisation are shown in the Status column of the search results:

N : Means an 'non-linked' organisation - i.e. one that has no parent organisations.
H : Hidden organisation (will not appear in public organisation searches).

 

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Tree view tab

This displays the child organisations in a hierarchical 'tree' view, grouped by organisation type.

  • 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 linked directly below that organisation or organisation type selected.  
  • Choose one of the three actions (Show Details, AdminAdminister, Edit) as referred to above.
  • Click a  image to collapse that part of the tree. Click the Collapse Tree link at the top of left Image Added link in the tree view to collapse the entire tree.


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