Summary

This page is used to created and maintain OrganisationsThe Organisation page has the following functionality:

• Create and maintain Organisations.

• Assign Types to Organisations. Each Organisation can be assigned multiple ‘Types’. The Type determines the visibility that users have across vessel visits

• Organisations marked as Shipping Line/ Agent and Stevedores are used in vessel visits.

• Organisations are also used as a ‘Source’ when uploading a document.

Functionality

Create an Organisation

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Edit Organisation

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Deactivate Organisation

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Activate Organisation

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Filter

a. Filter by Active records

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b. Search filter

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To create an organisation, click the ‘Create’ button found to the top right of the page: Image Added. A pop-up window to ‘Add Organisation’ will show. Complete the fields and click ‘OK’.

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This will add the organisation to the grid.

Info
Multiple ‘Type[s]’ can be added to the organisation.

Edit an Organisation

To edit an organisation’s details click the corresponding ‘Edit’ button: Image Added to prompt the pop-up window in which the fields can be edited.

To edit an address, click the button: Image Added this will prompt a pop-up window with multiple tabs for the billing, physical and postal addresses. These fields can be filled out.

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Deactivate/Activate an Organisation

Un-check the checkbox to deactivate an organisation. It should show as: Image Added

Click the un-checked checkbox to activate an organisation. It should show as: Image Added

Filters

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1. Clears filters previously selected.

2. Search filter for text.

3. ‘Active Only’: unchecked will include inactive records as well as active. Checked will filter for only active.

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