CMS Set Up/Select Organization window

ControllerCS > Controller > Organization Options menu > CMS Set Up/Select Organization window

Use this window to set up or select an organization. You need to highlight an organization to activate the New, View/Modify, or Remove buttons. If you want to remove an organization, you have to be logged into an organization other than the one you want to remove.

Search For Organization Code

If you are selecting an existing organization, type the Organization Code in this box.

When you type an Organization Code in the Search For Organization Code box, the match, or closest match, will appear automatically highlighted in the list within the selection box.

Code

This column displays the Organization Code(s) for the organization(s) set up in Denali. The code that appears here is the one you entered in the Abbreviation field of the CMS Organization Information window when you set up your organization.

Organization

This column displays the name of the organization(s) set up in Denali. The information that appears here is what you entered in the Organization Name field of the CMS Organization Information window when you set up your organization.

Fund

This column only appears if you have both fund and non-fund organizations set up. It indicates whether or not the associated organization is a fund organization.

Select

Click this button to open the organization that you highlighted in the organization list.

New

This button only appears if you’re logged into an organization. Click this button to create a new organization. A prompt will appear asking if you want to convert a previous installation of Denali.

View/Modify

This button only appears if you’re logged into an organization. Click this button to view or edit the detail and system settings for the selected organization.

Remove

Click to remove the selected organization. You must be logged into an organization other than the one you are removing.