Add, Edit, Delete and Reactivate Organizations

Modified on Fri, 02 Feb 2024 at 06:53 PM

Add:

To add a new organization to the system, a user with permission to add an organization, can press the "Add" button on the organization part. On the new window that appears, the user provides basic details such as name, type, country, and address. For the address besides the street, postal code, city, country and, region, also a type can be selected. This type indicates where the address can be used. After pressing the save button, the organization has been added to the system and can be viewed in the grid. Selecting the eye icon in the organization grid of the specific organization opens a new window with the entered details.


Edit:

Users with permission to edit an organization can click on the pencil icon, the user can modify the name, type, address, and any additional information. When viewing it again, the new details of the organization are visible. Via the audits tab, the changes that are made to the organization are visible.


Delete:

Users with permission to delete an organization can select an organization and can use the "Delete organization" action that's available after pressing the "Bulk actions" button at the top of the Organization grid. After selecting the delete option, the system prompts for confirmation. When the user confirms the deletion, the system sets the end date for the Organization, indicating that it is no longer active or usable. The Organization is marked as inactive but remains in the system for historical reference and data integrity purposes.


Users with permission to reactivate a deleted organization can select an organization and can use the "Reactivate Organization" action that's available after pressing the "Bulk actions" button at the top of the Organization grid. After selecting the reactivate option, the system prompts for confirmation. When the user confirms the reactivation, the system successfully removes the end date for the organization, making it active again. 




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