Editing an Organization

Editing an Organization in the system can be done by following the steps in this guide

1

Navigate to the Reference Data -> Organizations view

2

Click on the View button in the Actions column

After, you should be redirected to the Edit Organization Form

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Header Panel

The Header panel will display basic information about the Organization and allow you to Download an Export, and Change the Visibility of an Organization

Name, Classification, and Type

The Name, Classification, and Type of the Organization are displayed in the Header panel.

Information	Location
Name	Located in the left of the Header panel (e.g. Fridge Company)
Classification	Located in the coloured box, after the Name (e.g. Manufacturer)

Status

Status allows the ability to flag an Organization as Active, Inactive, Obsolete, Nullify

Flag	Description
Active	The Organization is flagged active to be used in the system
Inactive	The Organization is flagged inactive. This Organization will no longer be used with this status.
Obsolete	The Organization is flagged as retired or no longer exists
Nullify	The Organization is flagged as ignore

Address

The Address of the Organization is located in the bottom of the Header Panel

✏️Updating Status of an Organization

The Status of an Organization can be updated at any time

🚧To update the Status of an Organization, please follow the steps below:

1

Open Status Options

Click on the Status input.

This will be the input which displays Active in the example above.

2

Select a Status

Select a Status option from the Status input

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Tabs

The Organization Edit view contains a few tabs with different purposes

Profile Tab

The Profile tab displays panels such as Profile Properties, Organization Hierarchy, and Relationships

Learn more

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Manufactured Products Tab

The Manufactured Products Tab displays and manages Products that are manufactured by this Organization

Learn more