General introduction Organization Management

Modified on Tue, 30 Jan 2024 at 08:39 PM

The Organization Management functionality is designed to allow users to create and manage organizations that can be associated with programs and countries. Each organization will have some basic information such as name, type, addresses, and any additional specific information required, such as comments, documents, related departments and contacts, and additional properties. Additionally, users will be able to link organizations to other organizations (such as linking a hospital to a laboratory or vice versa) and assign study team members to them, including external users, to maintain organization-specific data. Performance indicators in combination with a group will be stored as questionnaire and available on profile level.


For the Organization Management functionality, these are the key features:

  • Organization Creation: Users can create new organizations by specifying a name, type, address, contact information, and any additional specific information required.
  • Organization Editing: Users can edit existing organizations by changing the name, type, address, contact information, and any additional specific information. 
  • Organization Deletion: Users can delete organizations that are no longer needed. Deleting an organization will remove all associations with programs and countries.
  • Organization Merging: Users can merge organizations that are duplicates. Merging one or more organizations will update all associations with programs, countries, departments, groups, contacts, and questionnaires.
  • Organization Assignment: Users can assign organizations to programs and countries. This will allow them to categorize and organize organizations based on the programs and countries they are associated with. 
  • Organization Linking: Users can link organizations to other organizations. This will allow them to categorize and organize organizations based on their relationships. 
  • Organization Assignment to Study Team Members: Users can assign organizations to study team members, including external users, to maintain organization-specific data. 
  • Organization Search: Users can search for organizations based on name, program, country, type, or any additional specific information associated with the organization. 
  • Organization Reports: Users can generate reports on organizations, including information on which programs, departments, contacts, and countries are associated with each organization and the groups they are involved in.
  • Organization Import/Export: Users can import or export organizations to and from the system. This will allow for easy migration of organizations between different systems. 
  • Organization Auditing: All changes made to organizations, including creation, editing, and deletion, will be audited to maintain a history of changes.


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