What you can see and do in this application depends on the security permissions associated with your 25Live user account. In addition, if your user does not have the permission in Series25 Group Administration: Basic: 7.0 View Contacts, the default scheduler for a location may not be visible. If you can't access something you think you should be able to, contact your 25Live Administrator.
The name of each organization in 25Live is a link you can use to view its details. Each organization view has sub-sections for Details, List view, Calendar view, and its Audit Trail.
Each sub-section has controls for:
- More Actions: An expandable section with organization actions
- A View and Edit Security link can take users with proper permissions to the Series25 Group Administration tool to adjust security for objects
- Refresh: To pull a fresh view of the data
- Help: To access more information about this view
You can also edit the name of an organization from the top summary section of its details views.
Use the star icon () next to the organization name to add it to your favorites.
To View Organization Details
After clicking on an organization's name from any screen, the summary details view shows by default. In this view (depending on your institution's options and your user's security permissions), you may be able to see information under headings for:
- Partition Preferences
- Associated Contacts (listed in alphabetical order)
- Administrative Address
- Billing Address
How to Edit Organization Name From the Details View
For users with appropriate security permissions, inline editing is available to edit the Organization name from the top, summary area of the details view.
Use the edit icon () to open the editing text field. Type your changes, then use the Save button.
The Cancel button will close the editing text field.
Inline Editing of Organization Details
Many details can be quickly edited inline from the details view, including text-based fields, image fields, and more.
See Inline Editing Details Fields
Using the More Actions Display
Use the More Actions menu link to expand all of the options available for Organizations.
You can close the display using the Collapse link.
This display provides the ability to:
- Copy Organization - use the organization you're viewing as a base to create a new organization
- Create Event - which will begin an event in the Event Form using this organization
- Delete Organization - See section below.
How to Delete an Organization
1. Open the More Actions Display
As described above, use the More Actions menu link to expand all of the options available.
2. Use the Delete Organization Link
With the More Actions menu expanded, use the Delete Organization link to open the delete display.
3. Toggle Delete Mode On
Toggle the Delete Mode control to On to enable. This extra step helps give you a moment to consider if you want to take the permanent action of deleting the organization.
4. Use the Delete Button and Confirm
With the Delete Mode on, the Delete button and its warning message will display. If you're sure, click or tap the button and confirm in the next dialog. The organization will be permanently deleted from your Series25 database.
Organization Detail Sub-sections
You can also view organization detail information in other views:
- List view
- Calendar view
- Audit Trail - a list of actions performed with this object available to users with sufficient permissions
Viewing the Organization Details List View
The List view shows you a list of events associated with this organization within a table, starting on the selected date (which defaults to the current date). There are several controls and options available to change the list date, columns, and order.
To View Additional Pages of Items in List View
There are navigation controls at the bottom of the list where you can go to the next page, the last page, or jump to other pages of items. You can also choose how many items display on each page.
To Sort Items in List View
Most columns in the list table can be used to sort items. Simply click on the column title to see if the column is sortable. If so, the data sorts in ascending order. Click again to sort in descending order.
To Choose Which Columns Display in List View
Use the Choose Columns button to reveal a list of all available table columns. Check the boxes next to any you wish to display.
To View Additional Details of Items in List View
Click on the names of events, locations, resources, and organizations to go to each item's details view. Any piece of information in the table that links to more details is underlined.
Viewing the Organization Details Calendar View
The Calendar view shows you an easy-to-read grid of days on which events take place associated with the organization. This view also allows you to create events in the displayed locations by using the create event icon in the calendar grid.
To Change the Time Span Displayed in the Calendar View
You can choose from three different time span settings in the Calendar view:
To Change the Start Date of the Calendar View
You can click on the date to open a date picker. Choose the start date of your 3-Day, Week, or Month display of dates.
You can also use the arrow buttons at the bottom of the calendar grid to move the dated display backward or forward.
Viewing the Organization Audit Trail
The Audit Trail view shows a list of actions performed with this object available to users with sufficient permissions.