Organization legal structure is the entity's business ownership structure or business form.
To add a new legal structure, follow these steps:
1. Click Add Legal Structure
to open the Add
New Legal Structure window.
2. Enter values in the following fields:
The following table describes the fields in Add New Legal Structure window.
Table: Organization Legal Structure Fields
Name |
Description |
Legal
Structure Code |
Enter the legal structure code. Valid values are Alphanumeric and Underscore with a maximum length of 20. |
Legal
Structure Name |
Enter the legal structure name. Valid values are Alphanumeric, Underscore, Comma, Space, and Hyphen with a maximum length of 255. NOTE: These values consumed by other screens do not remain the same as given during the configuration or batch execution or assessment creation or case creation. But they will get updated as they are updated here. You will see the updated values as of date. |
Locale |
Select a value from the drop-down list. |
3. Click Save to save the organization legal structure. The new organization legal structure appears on the Organization Legal Structure grid.
To edit an existing legal structure name, follow these steps:
1. Select the check box in line with the legal structure name.
2. Click Edit Legal Structure to open the Edit
Legal Structure window.
3. Enter the new name.
4. Click Save to save the organization legal structure. The new organization legal structure appears on the Organization Legal Structure grid.
To export or import records, follow these steps:
1. Click Export
to download all records in the selected menu.
2. A CSV file will be downloaded to local system.
3. Click Import and
select the file to upload.
Uploading the file displays the records.