Defining Organizations

The Organization portal is used to display and maintain organizations.

Refer to Understanding Organizations for more information.

You can access the portal from Admin, select Location, and then select Organization. You are brought to a query portal with options for searching. Once your record has been selected you are brought to the maintenance portal to view and maintain the selected record.

The following zones may appear as part of the portal's Main tab page:

• Organization: This zone displays information about the organization.
• Child Locations/Organizations: This zone lists the child locations or organizations associated with the current record.

The following zones may appear as part of the portal's Tree View tab page:

• Organization Hierarchy: This zone displays a hierarchy view for the organization.
• Organization/Location Hierarchy: This zone provides an alternative hierarchy view that displays a configurable number of child nodes for each expanded organization or location and lets users load additional child nodes as needed. It expands the path to the current organization. By default, this zone is configured to not be displayed. To display this zone, update the applicable portal configuration to display the Organization/Location Hierarchy zone instead of the existing Location Hierarchy zone.