Edit Admission Organization Window

This window is used to enter, update, and view information pertaining to a specific organization. You can also keep a record of visits made to the organization; add, update, and remove persons associated with the organization; view candidates from the organization; and modify user defined fields for the organization.

Each organization must be created via the Name Entity window or the Maintain Organization Master window before you can enter its information on this window. Use the following shortcuts to access each tab on this window:

Header Columns

Tabs

How To

1. Open the Edit Admission Organization window.

2. Enter the organization ID Number or search for the ID Number, and press Enter. Organization name, code, type, and address information will default into the Organization Information group box.

3. Select from the drop-down list the appropriate counselor responsible for this organization.

4. If applicable, enter the number of unrecorded visits.

5. On the Organization Info tab, enter directions to the organization and priorities.

6. On the Visits tab, choose Add Row from the right-click or Options menu. Enter required and other desired information for each visit.

7. On the Relationships tab, choose Add Row from the right-click or Options menu. Enter appropriate ID Numbers and relationships. The relationships entered will probably be Principal and/or Guidance Counselor.

8. The Candidates tab displays candidates associated with this organization. You can enter a new candidate by clicking the New Candidate button, which opens a blank Maintain Candidacy window. In order to create an association between the new candidate and the organization, you must enter information on the Organization Tracking window (right-click in the Maintain Candidacy window and choose Organizations for Candidates). When you save information entered on the Maintain Candidacy window, the new candidate information will update to the Candidate tab of the Edit Admission Organization window.

9. Enter information as required by your organization on the User Defined tab.

10. Save.

1. Open the Edit Admission Organization window.

2. Right-click in the ID# column, and choose Advanced Search. The Name Search window opens.

3. Type in the name of the organization in the Last Name column, and press Enter to perform the search.

4. If more than one organization with the same name is displayed, click on Show Addr(ess) button to determine the correct organization.

5. Close the Address for Name window.

6. Highlight the appropriate row, and click OK.

7. The organization information defaults into the Edit Admissions Organization window.

1. Open the Edit Admission Organization window.

2. Enter the organization ID Number or search for the ID Number, and press Enter. Organization name, code, type, and address information will default into the Organization Information group box.

3. Enter the necessary changes.

4. Save.

You can only delete Admissions information. You cannot delete the organization!

1. Open the Edit Admission Organization window.

2. Enter the organization ID Number or search for the ID Number, and press Enter. Organization name, code, type, and address information will default into the Organization Information group box.

3. Enter the necessary changes.

4. Save.

5. You can delete rows from the Visits, Relationships, and Candidates tabs.

6. Save.

Shortcut	Tab Accessed
Alt+A	Organization Info
Alt+T	Visits
Alt+V	Relationships
Alt+N	Candidates
Alt+U	User Defined

Organization Information		Address
ID Number		Line 1
Code	Type	Line 2
		Line 3
Counselor Responsible		Unrecorded Visits	Total Visits