Detail Organization Actions Drop Down Menu

Related Person: This option is enabled when a person line in the Related Person box is highlighted. The Organization Related Persons window opens.

Identify Permanent ORG:  Select the Identify Permanent ORG option for the organization that should be designated as a duplicate organization.  The Detail Organization - Identify Perm/Dup Org window opens with the current organization information displayed in the Duplicate Organizations box.

Identify Duplicate ORG: Select the Identify Duplicate ORG option for the organization that should be designated as the permanent organization. The Detail Organization - Identify Perm/Dup Org window opens with the current organization information displayed in the Permanent Organization box.

Find Permanent ORG: This option is enabled when the open organization is designated as a DUP
Duplicate. The Detail Organization window for the organization designated as the Permanent Organization opens.

Find Duplicate ORG: This option is enabled when the open organization is designed as a PERM
Permanent. The Detail Organization window for the organization designated as the Duplicate Organization opens.  If there is more than one duplicate organization the Detail Organization - Find Duplicate Organization window listing the organizations that have been designated as DUP
Duplicate.

Remove As Duplicate ORG: The Remove As Duplicate ORG option is enabled when the open organization is designated as a DUP
Duplicate. Select this option to remove the Duplicate designation. The Confirm Remove Duplicate Organization popup message opens.

Delete Organization:  This option is selected to request Organizations entered in error or entered as a duplicate be deleted.  

Note: Delete Organization  will not be enabled if the Organization is marked as PERM, DUP or if the ORG is marked as Secure.

Update Organization Status:  This option is selected to change the status from Active to Closed.  

Note: If the ORG is closed, contact Production Support staff to request a change in status.

Secure/Unsecure:   This status is set by Production Support staff.  Organizations set as Secure must have changes made to address, phone, tax ID or Organization name by Production Support staff.  

Note: Service approval information can continue to be updated by any worker with security to do so.

(11-2009)