Organizations Data Administration : Managing organization master definitions
  
Managing organization master definitions
Required functional security
Functional security required to manage organization master definitions:
Searches and Master Definitions: Organization = Can view, add and edit active and inactive master definitions
Organization master definition task tabs
Use the appropriate location master definition task tab—Categories, Custom Attributes, Types, Ratings, or Contact Roles— to add or update its associated master definition.
System-supplied organization master definition items
25Live includes a number of system-supplied organization master definition items marked “[SYSTEM]” and grayed out. These items can’t be edited or deleted, but can be deactivated.They include the following:
Master Definition
Item
Purpose
Organization Custom Attributes
X25 CIP Code
(not currently in use)
X25 College
Used to specify a location’s associated college, division, or professional school for X25 space analysis purposes.
Organization Contact Roles
Billing Contact
Used to designate the name of the contact who pushes events to FreshBooks invoicing.
Guidelines for adding organization master definitions
 
When adding this master definition...
Follow these guidelines...
Organization Categories
• Create categories that make it easy for 25Live users to find and report on organizations.
• Create categories that assist in grouping events by sponsoring organization.
Custom Attributes
• Create custom attributes that allow users to provide additional needed organization information.
• Give a visual hint to indicate the type of data required; for example, Web Site (URL).
Types
• Use generic labels that describe the kinds of groups that might sponsor events on your campus.
• Keep in mind that you can assign only one type to each organization, so limit the number to a few mutually exclusive types—maximum of six is recommended.
Ratings
• Define as many ratings as you need, but try to keep them high-level—maximum of six is recommended.
• Create ratings that assist schedulers in accurately assessing an organization’s performance.
Contact Roles
• Create contact roles that are generic descriptions of jobs (example, Billing Contact), not job titles.
Adding or updating an organization master definition
1. Click the task tab of the master definition you want to add or update.
2. Add or update the definition.
Note: Be aware that all of the updates you make (item additions/deletions, label changes, activates/deactivates) are made simultaneously when you click Update.
To...
Do this...
Add an item
1 Click Add <item>.
2 Enter the item name in the space provided.
3 Choose the data type (custom attributes only).
4 Uncheck the Active box if you don’t want the item to be active at this time.
Edit an item label
1 Click the list item to make it editable.
2 Use the arrow keys to position your cursor where you want to make changes.
3 Backspace as needed to delete characters. Enter characters as needed.
Activate or deactivate items
Check or uncheck the Active box of each item.
Delete items
Check the Delete box of each item.
3 Click Update <master definition>.