NOTE: Organisation groups are created and managed by system administrators who are Client User Administrators (CUAs). Organisation Group Administrators (OGAs) manage the process of providing access to organisation groups but cannot create the organisation group.
- Select Records Management | Administration | Manage Organisation Groups. The Manage Organisation Groups screen opens. Existing organisation groups are listed in alphanumeric order.
- Click the Create Organisation Group button. The Organisation Group wizard opens.
- Enter a name and description that identifies the organisation group.
- Select the customers, divisions and departments that will make up this organisation group:
- Click the tick box to the left of the customer to select the entire customer. If the customer is division- and/ or department-enabled, all divisions and/or departments are also automatically selected.
- If the customer is division- and/ or department-enabled, click
to display the individual divisions and/or departments. Then select individual divisions and/or departments to include in the organisation group.
- You are able to select both active and inactive organisations. Inactive organisations display in red.
- Click Confirm to move to the final step in the wizard and review all of the information for this organisation group on a single screen.
- To change the customers, divisions or departments assigned to the organisation group, click <Organisation. You are returned to the previous screen. Make changes as necessary.
- When you have reviewed the organisation group, click Finish. The organisation group is created and you are returned to the Manage Organisation Groups screen where the organisation group is listed in alphanumeric order.
See Also
