Organization Creation by Administrators

This short tutorial will cover the steps that an EMSWeb organization administrator will need to take in order to create Organizations.

You can create levels of organization within EMSWeb for your installation. In EMSWeb, each organization (and child organization) must belong to another organization (child organization). You can create child (or sub) organizations under the parent organization to help you manage data according to your needs. You can create as many child organizations as you need and each child organization can have lower child organizations. The organization administrator can add or edit organizations at the assigned organization or their children.

For example, suppose the Appropriate Facility CNRH wants to create an additional sub-organization for NAS Barbers Point. The newly created organization would have an Organization Name of “NAS Barbers Point”, and the Parent Name would be “Appropriate Facility CNRH”.

Permissions for parent organizations will default to the child organizations. Parent level organizations can see their children organizations, but cannot see the parent organization or their lateral sibling levels. If a child organization is also a parent, it can see its own child organization. User accounts can be created at the children organization. For more information about changing user permissions, please see the User Account creation guide.

Organization Administrator creating New Organization:

1) Log into EMSWeb.

2) Go to Admin > Security > Organizations to view the Organization grid.

3) Go to the bottom of the page and find the window with the graphical view of the organizational structure. Using the vertical and horizontal sliders, find your organization and verify the structure is correct. You may click on any of the boxes to view and edit the organization entry.

4) Click on New Organization to add a new organization.

5) Enter the required fields of “Organization Name” and “Parent Name”. “Parent Organization” field is a drop down menu. If you know the optional “Organization Type”, choose one of the twelve types in the drop down menu field of existing organizations that the user has access to.

6) Click on Save Organization to save the account and you will return to the Admin profile page. If you press “Cancel”, you will receive a warning popup of the potential loss of your data.

If you choose “Yes” from the warning popup, your changes will be discarded and you will return to the Admin profile page. Choosing “Cancel” from the warning popup will return you back to the New Organization page to continue with the data already entered. Please note, you must press “Save Organization” to save your settings.