# Organizational Detail

After selecting “Create Organization,” the “Organization Detail Screen” appears.

1. The “Organization Detail Screen” displays the following information:

- Scope: Scope reflects the option to choose the organization’s establishment at the National or Local facility (i.e. site) level (i.e. Scope). This indication is defaulted based on the user’s working facility and cannot be changed.

o The user has the ability to change the facility if requirements are needed to enter or view a local organization.

o The user can change organizations with Local Scope if logged into the Local facility or change organizations with National Scope logged into the National facility.

o The Facility (Facility Name or number) that the user is currently logged into is considered the “Current Facility” and the associated facility that the organization is associated with upon its creation. The user has the ability to change the facility as needed t o enter a local organization for a different facility.

- Display Name: The Display Name captures the organization name and is a *required field. The maximum length is 35 characters.
- Full Name: Full Name captures the organization’s name and is a *required field. The Full Name is defaulted to the Display Name and can be overridden. The maximum length is 255 characters.

This field may be utilized in reports generated for Mailing or when the full name is *required.

- Abbreviation: An abbreviation is a shorten form of a word or name for the organization. The Organization Abbreviation is an optional field. The maximum length is 6 characters.
- Type: The ability to capture the type of organization is provided. This is a *required field. Here is a list of the valid values:

o Academic

o Civic

o Community

o Corporate

o Faith Based

o Veterans Service

o Youth

o Other

- Status: The ability to indicate a status for the organization is provided. Status value is *required.

o Status value = Active: Default when creating a new organization.

o Status value = Inactive: All fields on this screen except Status are Read Only. A user is not able to update any field for the Inactive status.

o If user reactivates the organization by changing the Status to Active and clicks Submit, the user is presented with a message stating the organization was updated successfully. Once the status is set back to Active, all fields that can be edited are available for update.

2. If Scope = Local:

- The following fields are Read Only and cannot be updated by the user:

o NAC Member is displayed.

o NAC Executive member, is any, is displayed.

o Membership Status, if any, is displayed.

o Annual Joint Review (AJR) Month, if any, is displayed.

3. If Scope = National:

Central Office (CO) can designate a national organization as a member of the NAC which meets annually to create the rules and policies for all Voluntary Service organizations. The status of a NAC organization can be one of the following, as determined by CO in accordance with the national organization.

- Service Member
- Associate Service Member
- Donor Member

NAC organizations can also be members of the NAC Executive Committee:

- The following fields can be updated by the user:

o NAC is *required. Default is No.

o If NAC member = Yes:

- NAC Executive member is *required. The default is No.

- Membership Status. It is *required.

- AJR month is optional.

o On Update, if NAC member was changed from Yes to No:

- NAC Executive member is set to No and is Read Only.

- Membership Status is set to “Inactive” and is Read Only.

- AJR month remains and is Read Only.

4. When the user clicks Submit, edits are performed and errors are displayed. If no errors, the data is saved to the database and the user receives a message indicating “The organization was created successfully.” The user is able to see the organization code that was created. The user ID that performed the updates is recorded along with the current date and time.

5. This information is for auditing purposes only and is not displayed. Enter all *required fields, then Submit. A message displays at the top of the screen, “The organization was created successfully.”

6. Local branches can also be added from this screen

7. When user clicks Cancel updates are not be saved to the database. If the organization is associated with the “Current Facility” the user is working in, the user is able to update the organization. If not, the user only views the information.

See Also:

Organization List