Organization Legal Structure

Organization legal structure is the entity's business ownership structure or business form.

Adding a New Legal Structure

To add a new legal structure, follow these steps:

1.     Click Add Legal Structure Add Legal Structure Icon 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 CodeMandatory Field Icon

Enter the legal structure code.

Valid values are Alphanumeric and Underscore  with a maximum length of 20.

Legal Structure NameMandatory Field Icon

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.

LocaleMandatory Field Icon

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.

Editing a Record

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 Edit Legal Structure Icon 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.  

Exporting or Importing the Records

To export or import records, follow these steps:

1.     Click Export Export Icon to download all records in the selected menu.

2.     A CSV file will be downloaded to local system.

3.     Click Import Import Icon and select the file to upload.

Uploading the file displays the records.