Add Organizations

New organizations can be created. 

   

Steps to add Organizations

  1. Place your cursor over Reference Data and left click on the sub-option Organizations.

  2. Using the drop-down list select the level of organization that you would like to add.  You can use the drop-down lists to select  data by left clicking on the Drop-down list button Drop-down list.  Then left click on the data you would like to select.  You can also select data by using your up and down arrow keys on your computer keyboard to navigate through the list.

  3. Left click on the Add button Add located at the bottom of the table.

  4. Enter the new organization by completing the displayed fields.  

  5. The field highlighted in green is required.

  6. Use your Tab key on your computer keyboard to navigate through the fields or left click on each individual field.

  7. Left click on the Insert button Insert  to save the new information.

  8. Left click on the Cancel button  Cancel if you do not wish to save.
     

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