Organisations

Organisations are set up in Vision 3 - Control Panel - File Maintenance for use throughout the system.

You can display existing Organisations from Control Panel, see can be To list existing organisations:

  1. From the Vision 3 3 front screen, select Management Tools - Control Panel - File Maintenance.

  2. Now select either:

    • Organisation , or

    • Organisation tab

  3. Any folders with records has a plus sign which you can click on to expand the list.

Select an item in the list, to display the details in the right hand pane.

Edit and Audit are now enabled should you want to make any amendments or look at changes. Once you click on Add or Edit, OK and Cancel are enabled.

The details are listed under three tabs: Organisation Details, Identifiers (codes, reference numbers), and Addresses (including contact numbers).

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.

List existing organisations

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.