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Resource Managers

Managing Organizations

1.       Click Subscribers.

2.       Within the Navigation pane, click Resource Manager Group.

3.       Depending on the amount of records you have within your database, the Resource Manager Group list may not readily populate. To populate the list, perform one of the following actions:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.   Once the list populates, double-click the desired Resource Manager Group. The Resource Manager window opens.

5.   Within the Show ribbon group, click the Organizations button. The screen changes to displays two panes of information, the top pane displays the organization associated to the Resource Manager Group. The lower pane displays the complete list of organizations currently established within your database.

6.   Within the Search Organizations (lower pane), there are 7 columns of information:

·         Organization Name – displays the lowest level of the organization tree.

·         Organization Path – displays the complete path to the organization name. Each level is separated by >.

·         Account Number – displays the account number associated to the organization name.

·         TCO – displays the TCO Group associated to the organization

·         Organization Code – displays the organization code

·         Organization Abbreviation – displays the organization abbreviation

·         Inactive – if a checkmark appears in the column, the organization has been deactivated and should not be assigned to the TCO Group

Adding an Organization

7.   To add an organization to a Resource Manager Group, find the name within the list and double-click the row. The organization name displays in the Selected Organizations pane. The lowest level of the organization is listed first, after the two ~~ the complete path to the organization is displayed, each level is separated by a >.

! You can search for an organization within the Search Organization pane by typing in the name or portion of the name within the Search text box, once entered click the magnifying glass. Any record with the search characteristics appears within the pane.

Deleting an Organization

8.   Within the Selected Organizations pane, right-click the Organization to delete. A small pop-up box opens; click Delete within the box.

9.   Once you click Delete, a message box displays verifying that you really want to delete the Organization. Click Yes within the box to continue or No to cancel the operation.

10. Once selected, CAIRS draws a line through the name allowing you to delete multiple items at once.

11. If you do not want to delete the Organization, right-click the record to access a pop-up menu. Click Undelete.

12. Once you select Undelete, a message box displays verifying that you really want to undelete the selection. Click Yes within the box to continue or No to cancel the operation.

13. Within the Actions ribbon group, click Save (to save and stay) to continue adding information for the Resource Manager, or Save & Close (to save and exit) to return to the Resource Manager Group list.

 

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