To access the Organizations tab:
1. On the Organization Management menu select Locations.
The Locations page opens on the Hierarchy tab.
2. Click the Organization tab.
The Organization tab appears.
Note: This screen shows completed organization information. The initial screen will only show the root level.
Page Detail
Fields at Top
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*Parent Location - Select a parent location from the drop-down list when adding a location.
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*Name - Enter the name of the new location.
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*Add Location - Click to add the location entered in the Name field.
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Enter a Location Name - Type some or all of a location name to search.
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Search icon - Click to search for locations entered in the search field.
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*You can also use the add icon in the actions column.
Columns and Lower Screen
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Name - The names of locations by hierarchy level. Click the arrows to expand or collapse the list.
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Hierarchy Level - The level of the location on this row.
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Actions
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Edit icon - Click to edit the name or to move this location.
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Delete icon - Click to delete this location.
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Allocations icon - Click to allocate record licenses to this location.
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Plus icon - Click to add a location at the level below this location.
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Delete - Click to delete the locations checked in the Name column.