DevResults offers several tools for defining organizations:
Note: Any user whose group includes View & Edit permissions for Organizations can create new organizations.
Create an organization
To add a single new organization, go to Administration > Organizations.
This will open the organizations index page. To create a new organization, click the + New Organization button in the lower right.
In the Create New Organization pop-up, type the name of the new organization and a short name (nickname or abbreviation) and click the + Create Organization button.
Once you click the Create Organization button, you'll be taken to the page for your new organization. All additional fields on the organization page are optional. The activities and users sections will show which activities and users belong to this organization, once assigned. Assign activities and users to organizations on the individual activity or user pages.
Edit an organization
To edit an organization, go to Administration > Organizations.
This will open the organizations index page, shown above.
Click on the organization you'd like to edit. Make changes to any field.
Note: You can change any information about an organization without affecting which activities or users are assigned to that organization.
Upload new organizations
To add many new organizations at once, you can upload a spreadsheet containing their definitions instead of creating each organization individually. First, go to Administration > Organizations to open the organizations index page.
On this page, click on the gearbox and then click Export All to get an Excel template of all your existing organizations.
Start by deleting the final two columns: # Activities and # Users (these are calculated automatically based on the activities and users assigned to the organization).
Edit the Excel file by replacing the list of existing organizations with the new organizations you'd like to upload.
Note: For new organizations the organizationID column MUST be left blank.
For new rows in the spreadsheet:
- Organization and Short Name are required; the other columns are optional.
- You can enter multiple Tags separated by commas, for example: "NGO, Government". These need to already exist in your site.
- For the Country column, use the two-letter country code as specified by the International Organization for Standardization (sample list available here).
Once you have your spreadsheet updated and saved with the new organizations you want to add, click the gear icon again and select Import:
This will open a pop-up window to walk you through the upload process. Choose your file and make sure the summary shows you the expected number of new organizations. If there are any errors in the file, you'll get a message explaining what they are. If everything looks good, click Continue.
You'll get a message saying that the organizations were imported. Once you click Done, your organization index page will refresh and you'll see your new organizations there!
Edit multiple organizations using an Excel upload
You can edit multiple existing organizations with a similar process to uploading new ones. To do so, follow the first few steps above to download your organization index into Excel. Then edit the organizations as needed in the spreadsheet -- for example, to add a new tag, edit the short name, or add a phone number.
Note: To edit existing organizations, DO NOT delete or change the organizationID. This is the only way the system knows which organization should be updated.
When you import the spreadsheet, existing organizations will be updated with any changes to the spreadsheet.
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