Page tree

Use Define Lists to set up the different levels of your organization. These levels structure your organizations, so when adding organizations, start from the top and work down. We strongly recommend planning your organizations levels on paper prior to setting them up in ACS, along with gathering information about the organizations and what you want to track.

Once an organization is attached to a level, you cannot change the level. This protects the organizational structure. You can only edit the level's description or delete organization levels that are no longer in use and do not have organizations associated with them.

Examples of Organization Levels

Here are some examples of Organization levels. While these specific examples may not work for your specific organization, they can serve as a guide of how to set up levels from the top down.

Example 1: Lutheran General Body
The different levels of a Lutheran General Body could be set up as:

  • General Body
  • Synod
  • Congregation

Example 2: The Presbyterian Church
The different levels of a PCUSA Synod could be set up as:

  • Synod
  • Presbytery
  • Churches/Congregations
 To add organization levels
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Staff/Organizations and click Go .
  3. Under Fields, expand Organizations.
  4. Select Levels, and click Add.
  5. In the Field Description field, enter the name of the new level (up to 20 characters).
  6. Optional: To add more levels, select Add Another.
  7. Click OK.
 To edit an organization level description
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Staff/Organizations and click Go .
  3. Under Fields, expand Organizations, then select Levels.
  4. In the Levels pane, select the organization level to edit, then click Edit.
  5. In the Field Description field, edit the description and click OK.
 To delete an organization level
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Staff/Organizations and click Go .
  3. Under Fields, expand Organizations, then select Levels.
  4. In the Levels pane, select an organization level and click Delete.