WARNING: Once the profile has been deleted, it is permanently removed from the system and cannot be restored. You will not be able to access any data regarding the Organization within the system. Use caution before deleting a profile.
The Organization Profile provides general information on the Organization. The Organization Profile data is NOT year-specific. It provides general attribute information regarding the Organization that does not vary from year to year (e.g., name, identifiers, type of agency, etc.).
A state user must initially register an Organization through the Organization Profile screen before a User ID.
Note: State users also use the Organization Profile to specify whether the Organization will report Organization level or Site level claims. Once these preferences are set, they are in effect starting the following claim month. The system functionality will not honor a change to claiming status (Organization reporting vs. Site reporting) within a claim month.
To view or modify an Organization Profile
1. On the Applications menu, select Organization Manager.
2. Search for and select an Organization using the Organization Search (if necessary).
3. Once an Organization has been selected, select Organization Profile.
4. Modify any desired information within the profile.
5. Select Save. If no errors exist, a confirmation screen displays.
6. Select
<Edit to return to the Organization Profile screen you just
modified.
-OR-
Select Finish to return to the Organization Manager Menu.
To delete an Organization Profile
1. On the Applications menu, select Organization Manager.
2. Search for and select an Organization using the Organization Search (if necessary).
3. Once an Organization has been selected, select Organization Profile.
4. On the Edit menu, select DELETE. A warning displays.
|
WARNING: Once the profile has been deleted, it is permanently removed from the system and cannot be restored. You will not be able to access any data regarding the Organization within the system. Use caution before deleting a profile. |
5. Select Delete. A confirmation screen displays.
6. Select Finish to return to the Organization Manager menu.
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TIP: To retain history on an Organization, change their Status to Inactive instead of deleting the profile. It is rare to delete an Organization that has entered data into the system as deleting the Organization will eliminate the State’s ability to access any of the Organization’s data online. |
