Before you begin entering data, it is important that you collect and organize the necessary information concerning your organization and the organizations within your organization.
Collecting this information before you begin entering data in the Organizations module saves you valuable time and the frustration of stopping and starting in the middle to find information.
Here are examples of the kind of information you need to gather:
a list of organization levels
assist you when setting up the list of organization levels.
a list of possible open categories and values for the categories
assist you when setting up the user-defined lists in Define Lists. These lists display on the Additional Fields tab.
a list of staff positions and position levels for each position
assist you when entering the staff positions in Define Lists. Remember to include staff positions for all organization levels. For each staff position, list all possible levels for the position. Position levels are optional.
the necessary information concerning all organizations
assist you when entering organizations. This information includes:
a list of dates you want to track
assist you when setting up user-defined dates. The same open dates are used for all organizations within your organization.
a list of possible open fields you want to track
assist you when defining the user-defined fields. The same open fields are used for all organizations within your organization. These fields are stored in the organization's records and should not be used for information that may change yearly.
a list of organization statistics you want to track
assist you when setting up the user-defined statistics fields in Statistics. The Organizations module has unlimited statistics fields to track statistical organization information. Make a complete listing of statistics you want to track and gather the statistical information for all organizations within your organization.