IAP Software ™

 

Organizations

The Organizations screen allows users to create and update organizations used in the database (i.e. personnel, equipment, and notifications).

Contents

Search for an Organization

Add or Edit Organizations

Bulk Edit Organizations

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Search for an Organization

The search function allows users to find organizations to be updated or modified without having to look through the entire organization list.

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To search for an organization, click in the Search field and type all or part of the name of the organization. Based on the text entered, the system automatically performs the search and filters the results. For example, if the word “marine” was typed into the search box, all organizations with that word in their names would be displayed.

Additional search-related functionality includes:

The list can be filtered by clicking on the Filter Icon Picture 7 next to each column header then selecting from the available options.

To clear the search, click the Clear Search button Picture 2 or delete the text entered into the search field.

Add or Edit Organizations

To add an organization to the list, click the Add button Picture 20 at the top of the screen. To edit information for an existing organization, select an organization and click the Edit button Picture 22 to view that organization in a new window.

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Add or update company contact and location information.

Type the Organization Name and Abbreviated Name. Use the dropdown to select a Parent Organization, if applicable.

Type the Main Phone, Emergency Response Phone, Fax, Physical Address, Mailing Address, Web Address, and any relevant Notes for the organization.

Organization Type indicates if the organization is a Federal, State, or Local regulatory agency; the responsible party; or a contract company.

The Internal checkbox Picture 23is used to designate organizations internal to the responsible party. Organizations marked as internal will populate on the Internal Notifications section of the Notification Status form.

The Preferred checkbox Picture 24 is used to designate organizations with which the responsible party may have a standing service agreement or contract. When finding resources on the ICS 201-4 or Resources Summary the results can be filtered to show only preferred organizations.

There are additional fields to track Contract ID#, Contract Owner, Contract Expiration dates, Contract URL, PREP Document dates.

Use the Upload File button Picture 3 to upload a PREP documentation for any organization

Use the Yes/No button Picture 18 to indicate whether the organization is USCG Approved

Click the OK button when complete to save new/updated information and close the Edit Organization window.

NOTE: If a company website is entered, it may be opened from this screen by clicking the Open Website button Picture 16.

Bulk Edit Organizations

To bulk edit the organization list, first use the Filter Icon Picture 26 to a select number of records. Next, select the Bulk Edit button Picture 27 at the top of the screen.

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Then, select from the drop-down options to edit information for the selected organizations. Finally, click OK to complete changes. Note: Be sure the correct filter has been selected first.

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