Maintain organisations

To search for organisations:

  1. Access the CCORGN—Organisation application from the main menu or quick launch to display the CCORGN—Search Organisation screen.
  2. Enter the relevant search criteria and click Search to display organisations that match the criteria.

To export organisations to a report:

  1. Search for organisations.
  2. Select the check box in the first column of each organisation to be included in the report, or leave all organisations unselected to include all organisations in the report.
  3. Click Export to report on the grid to generate the grid report document.

    Note: Until a search is performed, the Export to Report option is not available, and if any search criteria are updated the Export to Report option is not available until a search is performed.

    During this process, the screen is greyed out and the Generating the Report notification widget appears in the bottom right-hand corner of the screen. When the server finishes generating the report, the screen returns to normal and the notification widget is updated so the report can be downloaded.

To create an organisation:

  1. Access the CCORGN—Organisation application from the main menu or quick launch to display the CCORGN—Search Organisation screen.
  2. Click New to display the CCORGN—Organisation Detail screen.
  3. Select Organisation Scope.
  4. Enter other details of the organisation in the appropriate fields.
  5. Click Submit.

To update an organisation:

  1. Search for organisations.
  2. Open the required organisation to display the CCORGN—Organisation Detail screen.
  3. To upload a document file:
    1. Click Open Folder next to File.
    2. Locate the file.
    3. Click Open. Upon submit, the file is attached to the organisation.
  4. To remove a document file:
    1. Click File Delete next to File. Upon submit, the file is removed from the organisation.
  5. To upload a logo image file:
    1. Click Open Folder next to Logo.
    2. Locate the file.
    3. Click Open. Upon submit, the file is attached to the organisation.
  6. To remove a logo image file:
    1. Click File Delete next to Logo. Upon submit, the file is removed from the organisation.
  7. Update other fields, as required.

    Note: The Organisation Code field cannot be updated.

  8. Click Submit. 

To add an address to the organisation:

  1. Search for organisations.
  2. Open the required organisation to display the CCORGN—Organisation Detail screen.
  3. Click Create Organisation Address to display the CCORGNADDR—Organisation Address Detail screen.
  4. Update the fields, as required.
  5. Click Submit and return.
  6. Close the screen to see the new address displayed in the organisation's Address grid.

To delete an address from the organisation:

  1. Click Delete at the beginning of the row to be deleted.
  2. Click Submit to delete the address from the organisation.

To set an organisation address as the default address:

  1. Select the Set Default flow on the row containing the particular address.

To delete an organisation:

  1. Search for organisations.

  2. Open the required organisation to display the CCORGN—Organisation Detail screen.

  3. Click Delete to display the Confirm Delete dialog box.

  4. Click Confirm.

    Note: When an organisation is created, syntaxes are also created for the organisation. When an attempt is made to delete the organisation, unless these syntaxes are deleted first, the organisation cannot be deleted. To access the syntaxes and delete them, a laboratory has to be created within that organisation to that a user with access to that laboratory can log in and delete those organisation-scope syntaxes.