Managing Organization - Revision history

IDT-1 at 10:16, 9 June 2022

2022-06-09T10:16:21Z

Shefali DK at 05:39, 21 December 2021

2021-12-21T05:39:08Z

Shefali DK at 07:00, 20 December 2021

2021-12-20T07:00:29Z

Shefali DK at 06:59, 20 December 2021

2021-12-20T06:59:40Z

Shefali DK at 06:58, 20 December 2021

2021-12-20T06:58:45Z

Shefali DK at 15:36, 29 November 2021

2021-11-29T15:36:36Z

Shefali DK at 15:30, 29 November 2021

2021-11-29T15:30:21Z

Shefali DK at 15:17, 29 November 2021

2021-11-29T15:17:00Z

Shefali DK at 14:53, 29 November 2021

2021-11-29T14:53:29Z

Shefali DK at 14:18, 29 November 2021

2021-11-29T14:18:44Z

@@ Line 147: / Line 147: @@
 The organization group that you just created appears on the "Org&nbsp;Groups"''&nbsp;''index&nbsp;page.&nbsp;
 <div class="image-green-border">[[File:8.0-Org-Group-create-Verify.png|720px|8.0-Org-Group-create-Verify.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Updating an&nbsp;Organization Group ===
@@ Line 172: / Line 173: @@
 &nbsp;
-'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing_Security_Groups]] | [[Application_Settings|Application_Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]] | [[Deleting_an_Agreement|Deleting an Agreement]] | [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;
+'''Related Topics: '''[[Agreement_Management|Agreement Management]] | [[Managing_Users|Managing Users]] | [[Managing_User_Groups|Managing User Groups]] | [[Managing_Security_Groups|Managing_Security_Groups]] | [[Application_Settings|Application_Settings]] | [[Notification_Settings|Notification Settings]] | [[Currencies|Currencies]] | [[Reasons|Reasons]]&nbsp;| [[Search_Sync|Search Sync]] | [[Legacy_Upload|Legacy Upload]]&nbsp;

@@ Line 13: / Line 13: @@
 '''Click''' the "Manage Organization"&nbsp;sub-menu on the "Admin" navigation menu on the top. The "Organization Details" page opens.
-<div class="image-green-border">[[File:8.0-Org-Manage1.png|720px|8.0-Org-Manage1.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Org-Manage1.png|920px|8.0-Org-Manage1.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Updating the Organization Information ===
@@ Line 37: / Line 37: @@
 *Org Units are like directories or folders in the file system. The user’s primary org unit is the home directory.
 *When a user creates an Agreement, it is by default stored in the user’s primary org unit, however, the user can change the agreement’s storage location, if required.
-<div class="image-green-border">[[File:8.0-Org-Structure.png|720px|8.0-Org-Structure.png]]</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">[[File:8.0-Org-Structure.png|920px|8.0-Org-Structure.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Adding an Organization Unit ===
@@ Line 55: / Line 55: @@
 For example in the screenshot below we are adding the "Customization" org unit under the "Development" parent unit.
-<div class="image-green-border">[[File:8.0-Org-Struct4.png|720px|8.0-Org-Struct4.png]]</div>
+<div class="image-green-border">[[File:8.0-Org-Struct4.png|920px|8.0-Org-Struct4.png]]</div>
 === Updating an&nbsp;Organization Unit ===
@@ Line 67: / Line 67: @@
 For example, in the screenshot below we are modifying the "Customization" child unit we added under "Development" parent.
-<div class="image-green-border">[[File:8.0-Org-Struct4-Edit.png|720px|8.0-Org-Struct4-Edit.png]]</div>
+<div class="image-green-border">[[File:8.0-Org-Struct4-Edit.png|920px|8.0-Org-Struct4-Edit.png]]</div>
 &nbsp;

@@ Line 56: / Line 56: @@
 For example in the screenshot below we are adding the "Customization" org unit under the "Development" parent unit.
 <div class="image-green-border">[[File:8.0-Org-Struct4.png|720px|8.0-Org-Struct4.png]]</div>
 === Updating an&nbsp;Organization Unit ===
@@ Line 88: / Line 86: @@
 .&nbsp;'''Click''' the eye icon or the 3 dots in the last Actions column in the grid to view the details of the Organization Group.
 <div class="image-green-border">[[File:8.0-Org-Group-Index-without-refine-view.png|720px|8.0-Org-Group-Index-without-refine-view.png]]</div>
 === Searching an Organization Group ===

@@ Line 56: / Line 56: @@
 For example in the screenshot below we are adding the "Customization" org unit under the "Development" parent unit.
 <div class="image-green-border">[[File:8.0-Org-Struct4.png|720px|8.0-Org-Struct4.png]]</div>
-=== &nbsp; ===
+&nbsp;
 === Updating an&nbsp;Organization Unit ===

@@ Line 29: / Line 29: @@
 The Organization is the parent or root node of all Organization Units.&nbsp;
 === Viewing Organization Structure ===
@@ Line 58: / Line 56: @@
 For example in the screenshot below we are adding the "Customization" org unit under the "Development" parent unit.
 <div class="image-green-border">[[File:8.0-Org-Struct4.png|720px|8.0-Org-Struct4.png]]</div>
-&nbsp;
+=== &nbsp; ===
 === Updating an&nbsp;Organization Unit ===
@@ Line 72: / Line 70: @@
 For example, in the screenshot below we are modifying the "Customization" child unit we added under "Development" parent.
 <div class="image-green-border">[[File:8.0-Org-Struct4-Edit.png|720px|8.0-Org-Struct4-Edit.png]]</div>
 &nbsp;
@@ Line 79: / Line 75: @@
 You can group various organization units and create an organized group. You can assign these organization groups to the users so that they can become a part of the group. The users in a particular organization group can have access to the information in various units based on their hierarchy.
 === Viewing an&nbsp;Organization Group&nbsp; ===
@@ Line 94: / Line 88: @@
 .&nbsp;'''Click''' the eye icon or the 3 dots in the last Actions column in the grid to view the details of the Organization Group.
 <div class="image-green-border">[[File:8.0-Org-Group-Index-without-refine-view.png|720px|8.0-Org-Group-Index-without-refine-view.png]]</div>
-&nbsp;
+=== &nbsp; ===
 === Searching an Organization Group ===
@@ Line 101: / Line 95: @@
 To search an Organization Group:
-<div class="image-green-border">1.&nbsp;'''Type '''search keywords or&nbsp;'''Apply '''various filters on the collapsible "Refine View" left pane on the index page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Index-refine-view.png|720px]]</div> <div class="image-green-border"><div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Enhancing your search'''</div>
+<div class="image-green-border">'''Type '''search keywords or&nbsp;'''Apply '''various filters on the collapsible "Refine View" left pane on the index page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Index-refine-view.png|720px|8.0-Org-Group-Index-refine-view.png]]</div> <div class="image-green-border"><div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Enhancing your search'''</div>
 You can further narrow your search by using any of the following methods:
@@ Line 125: / Line 119: @@
 |}
-</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click '''"Save View" on the right top of the grid to save your filtered view. A drawer slides from the right. Enter the "View Name" and other details and save.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Refine-View1.png|720px|8.0-Org-Group-Refine-View1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;The saved view will be listed under the "More views" dropdown in the left of the title bar.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Viewing the saved search terms'''</div>
+</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click '''"Save View" on the right top of the grid to save your filtered view. A drawer slides from the right. Enter the "View Name" and other details and save.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Refine-View1.png|720px|8.0-Org-Group-Refine-View1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.&nbsp;The saved view will be listed under the "More views" dropdown in the left of the title bar.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">'''Viewing the saved search terms'''</div>
 View your saved search terms with the following:
 *In the "More Views"&nbsp;dropdown to the&nbsp;left on the title bar, select your saved search, and '''click'''&nbsp;the "Pin Favorite" icon at the right to mark the search&nbsp;as favorite.
 *You can find your marked favorites listed in a line on the title bar beside "More Views".
-<div class="image-green-border">[[File:8.0-Org-Group-Index-More-view.png|420px]]</div>
+<div class="image-green-border">[[File:8.0-Org-Group-Index-More-view.png|420px|8.0-Org-Group-Index-More-view.png]]</div>
-−
 === Creating an Organization Group ===
@@ Line 158: / Line 151: @@
 The organization group that you just created appears on the "Org&nbsp;Groups"''&nbsp;''index&nbsp;page.&nbsp;
 <div class="image-green-border">[[File:8.0-Org-Group-create-Verify.png|720px|8.0-Org-Group-create-Verify.png]]</div> <div class="image-green-border">&nbsp;</div>
 === Updating an&nbsp;Organization Group ===
@@ Line 168: / Line 159: @@
 . '''Edit&nbsp;'''the information wherever necessary on the "Details"''&nbsp;''and the "Organization Units"''&nbsp;''tabs.
 <div class="image-green-border">[[File:8.0-Org-Group-Edit1.png|420px|8.0-Org-Group-Edit1.png]]</div>
 . '''Click'''&nbsp;"Next" to open the "Verify" tab.
 . '''Verify''' the information you have edited, and choose one of the following:
 *'''Click'''&nbsp;"Previous" to go back and make changes to the information entered.
 *'''Click'''&nbsp;"Update" to update (that is save) the information you entered or edited.
 &nbsp;

@@ Line 131: / Line 131: @@
 *You can find your marked favorites listed in a line on the title bar beside "More Views".
 <div class="image-green-border">[[File:8.0-Org-Group-Index-More-view.png|420px]]</div>
 === Creating an Organization Group ===
@@ Line 153: / Line 154: @@
 . '''Click'''&nbsp;"Next" to open the "Verify''"'' tab.
-. '''Verify&nbsp;'''the details you entered and&nbsp;'''click '''"Create"''.&nbsp;''The organization group that you just created appears on the "Org&nbsp;Groups"''&nbsp;''page.&nbsp;
+. '''Verify&nbsp;'''the details you entered and&nbsp;'''click '''"Create". All&nbsp;tab attributes&nbsp;are grouped under collapsible accordions on the right. A “Collapse All” sticky accordion button is on the right top to collapse all groups.
 <div class="image-green-border">[[File:8.0-Org-Group-create-Verify.png|720px|8.0-Org-Group-create-Verify.png]]</div> <div class="image-green-border">&nbsp;</div>
 &nbsp;

@@ Line 74: / Line 74: @@
 &nbsp;
 == Organization Group ==
@@ Line 79: / Line 80: @@
 You can group various organization units and create an organized group. You can assign these organization groups to the users so that they can become a part of the group. The users in a particular organization group can have access to the information in various units based on their hierarchy.
 === Viewing an&nbsp;Organization Group&nbsp; ===
@@ Line 91: / Line 93: @@
 .&nbsp;'''Click''' the eye icon or the 3 dots in the last Actions column in the grid to view the details of the Organization Group.
-<div class="image-green-border">[[File:8.0-Org-Group-Index-without-refine-view.png|720px|8.0-Org-Group-Index-without-refine-view.png]]</div>
+<div class="image-green-border">[[File:8.0-Org-Group-Index-without-refine-view.png|720px]]</div>
 &nbsp;
 === Searching an Organization Group ===
@@ Line 100: / Line 101: @@
 To search an Organization Group:
-<div class="image-green-border">1.&nbsp;'''Type '''search keywords'''or&nbsp;''''''Apply '''various filters on the "Refine View" left pane on the index page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Index-refine-view.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click '''"Save View" on the right top of the grid to save your filtered view.&nbsp;The saved view will be listed under the "More views" dropdown in the left of the title bar.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Refine-View1.png|720px]]</div> <div class="image-green-border"><br/> '''Enhancing your search'''</div>
+<div class="image-green-border">1.&nbsp;'''Type '''search keywords or&nbsp;'''Apply '''various filters on the collapsible "Refine View" left pane on the index page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click '''"Save View" on the right top of the grid to save your filtered view.&nbsp;The saved view will be listed under the "More views" dropdown in the left of the title bar.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Refine-View1.png|720px|8.0-Org-Group-Refine-View1.png]]</div> <div class="image-green-border"><br/> '''Enhancing your search'''</div>
 You can further narrow your search by using any of the following methods:

@@ Line 93: / Line 93: @@
 <div class="image-green-border">[[File:8.0-Org-Group-Index-without-refine-view.png|720px|8.0-Org-Group-Index-without-refine-view.png]]</div>
 &nbsp;
 === Searching an Organization Group ===
-In ICI, you can search organization groups for multiple reasons such as:
+In ICI, you can search organization groups using&nbsp;multiple parameters&nbsp;like&nbsp;all organizations containing a particular keyword.
-−
-You use multiple parameters to search an organization groups
 To search an Organization Group:
-<div class="image-green-border">In ICI, you can use various options given below, including the dynamic search feature, to find the desired organization group.</div> <div class="image-green-border">[[File:8.0-Org-Group-Index.png|720px|8.0-Org-Group-Index.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border"><br/> Alternatively, type the keywords in the box provided above the list of organization groups. A list of relevant organization groups is displayed.</div> <div class="image-green-border">&nbsp;</div>
+<div class="image-green-border">1.&nbsp;'''Type '''search keywords'''or&nbsp;''''''Apply '''various filters on the "Refine View" left pane on the index page.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Index-refine-view.png|720px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2. '''Click '''"Save View" on the right top of the grid to save your filtered view.&nbsp;The saved view will be listed under the "More views" dropdown in the left of the title bar.&nbsp;</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:8.0-Org-Group-Refine-View1.png|720px]]</div> <div class="image-green-border"><br/> '''Enhancing your search'''</div>
 '''Enhancing your search'''
-−
 You can further narrow your search by using any of the following methods:
@@ Line 124: / Line 121: @@
 |}
-'''Viewing the saved search terms'''<br/> View your saved search terms with the following:
+&nbsp;
-*In the "More Views"&nbsp;dropdown, select your saved search, and '''click'''&nbsp;the ''Add to Favourites'' icon&nbsp;to mark the search term as favorite.
+'''Viewing the saved search terms'''
-*You can find your marked favorites below the tiles.
-&nbsp;
+View your saved search terms with the following:
-&nbsp;
+*In the "More Views"&nbsp;dropdown to the&nbsp;left on the title bar, select your saved search, and '''click'''&nbsp;the "Pin Favorite" icon&nbsp;to mark the search term as favorite.
 &nbsp;