Though initially added during your onboarding process, Participating Organizations can be added at any time by a Super Administrator (or Global Administrator when microsites are enabled).
For common questions about this process, jump to the FAQs section.
Here's How to Add an Entry:
1. Click the Admin tab.
2. Click the Configure Platform button on the right side of the screen.
3. Scroll down to the Participating Organization Hierarchy section.
4. Click Add a Level to My Hierarchy.
5. If the new entry should be listed under a current entry, then select the existing level from the drop-down.
6. Type in the new entry in the Subsequent Level Name field.
6. OR, if the new entry does not fit under a current entry (e.g., new college or school), then don't select anything from the drop-down and only enter the name of the new entry in the Subsequent Level Name field.
7. Click Save.
FAQs for Editing Hierarchy after Initial Upload
- The system is asking for a specific unit at that level, not a generic descriptor of the organizational level.
Do I need to save the Colleges level (or College of XYZ at that level), then go back to add Departments under it?
- Yes, you need to save a higher level (e.g. Colleges of XYZ) first before being able to add the lower levels (e.g. Departments) to that higher level.
Do I need to add every department name within a particular college during a single operation in order to create a continuous, alphabetized list?
- No, the list will be alphabetized automatically as you add departments.
How do I delete entries I don’t want?
- Super Admins cannot delete entries and should contact support@inforeadycorp.com to delete the entries. However, Super Admins can edit entries, meaning that you could re-purpose an entry that is redundant or incorrect.
- Entries that are deleted will show up as blank in the system's user interface, but they are still stored in the database and will export in reports.
Is there a way to move entries within the hierarchy?
- No, there is not a way to move entries within the hierarchy. Our development team has determined that moving (like deleting) entries could pose issues to data fidelity.