Data Entry Demonstration: Organization

Since opportunity profiles are administered by organizations, the organization profiles must be created before opportunities profiles. To create a new organization profile, click on the "Organizations” tab, then click the “New” function button. Or, try right-clicking on the grid and selecting "New."

Main Info: You will see a screen that looks like this:

Enter the basic information about your organization in the “Main Info” tab. Other tabs cannot be accessed until an Organization Name is entered. The parent organization drop-down field is customizable per your organization's needs. Please be as thorough as possible on this tab, as it may save much time later on.

You may either click the “Next” button at the bottom of the screen, or click the “MOU's & Mission” tab to move to the next set of data.

MOU's & Mission: The “MOU's & Mission” tab is for the mission statement, travel directions, and other free-form notes or comments (optional).

Again, click the “Next” button or the “Services Provided” tab to advance to the next screen.

Services Provided: This tab allows you to define what kind of services the organization provides.

Staff Skills: Use this tab to define what skills are required by staff members working in any way with this organization. This screenshot displays languages spoken, however please remember that selections are customizable.

Miscellaneous: This tab is also known as the User Defined tab, meaning that you, the user, define what fields appear here. Since this tab is generally administrated by program heads, not all eCoordinator users will have the ability to define their own fields. Training on this tab will be done on a case-by-case basis.

Approvers: Not all eCoordinators will use or have access to this tab. It is used to set up and administer "Approver" personnel who do NOT have eCoordinator access. Approvers have the ability to view and approve (or disapprove) log book entries without having access to eCoordinator.

History: The History tab keeps an audit trail of all changes to the profile. This includes placements and referrals, changes to any of the data fields in the profile, and you can even add your own notes. You can generate a history report, and approve profiles from this tab as well. All entries are time and date stamped, and included the name or login of the individual who made the change.

Please always make sure to click the "Finish" button when completing any profile.