25Live Pro allows you to define a list of organization ratings in the Master Definitions section of the System Settings area.
- Define as many ratings as you need, but try to keep them high-level — a maximum of six is recommended.
- Create ratings that assist schedulers in accurately assessing an organization’s performance.
How To Access Master Definitions
To access Master Definitions System Settings views, your 25Live user must have security permissions set in Series25 Group Administration for each of the types that you wish to access, including:
- Events: Admin: 6.0 Manage Event Master Lists
- Event Requirement Notification Policy: Admin: 7.0 Set Event Notification Policy
- Event Types: Admin: 5.2 Manage Event Type Hierarchy
- Locations: Admin: 10.2 Manage Location Master Lists
- Resources: Admin: 11.2 Manage Resource Master Lists
- Organizations: Admin: 13.4 Manage Organization Master Lists
- Organization Ratings: Admin: 13.6 Edit Organization Ratings
- Organization Partition Preferences: Admin: 13.8 Edit Organization Location Preferences
- Contacts: Admin: 12.1 Create and View all active and inactive Contact Master Lists
If you would like any of the described settings changed for your user, contact your 25Live administrator.
1. Go to the System Settings View
After logging into 25Live Pro as a user with appropriate permissions, open the More menu in the top navigation bar.
2. Tap or Click the Master Definitions Link
Use the menu link to go to the System Settings view, then view the Master Definitions section.
See Working With Master Definitions for details on general navigation within the Master Definitions section and actions available to all types.
How To Add Org Ratings
1. Use the Create New Button
To add a new organization rating, use the Create New button. Your new item will appear at the top of the list.
2. Rename the New Item
The new org rating will have a default name that includes its ID number. Use the edit icon () to rename.
Editing Organization Ratings
You can edit the list or item with the following actions:
- Manually reorder items
- The Id number for each item is listed
- Edit the Name of the item
- Check or uncheck the Active status
- The Standing dropdown selection is used to designate which ratings make an organization ineligible to sponsor an event (The standings defined for organizations describe their performance as an organization/customer)
- "Allow" - the organization can be assigned to events
- "Warn" - the organization can be assigned to events, but there will be a warning in the event form
- "Deny" - the event form will prevent users from submitting events with this organization
- Note: Currently, this does not prevent submission if a user does not have permission to see the organization's rating.
- View the Usage of the item in events, searches, etc.
- Delete the item (if it is not being used)
- Force Delete the item (even if it's being used) and remove all references (available only to Administrators in the (-1) security group)
Use Caution With Force Delete
The option to "force delete" a master definition item should be taken with care. Be advised that some searches may no longer function as expected until you edit them to remove references.
Tip: Manually Sorting Item Display Order
The default display order for master definition items is to show them in alphabetical order. You can set the order that items will display by clicking on the row and dragging up or down. Use the Save Sort button to save the order.