3 - What is an Organisation and how to use it?


An Organisation is defined as stakeholder who has an interest in the company’s decisions or activities and can influence or be affected by those decisions and activities. Organisations may be legal entities, such as businesses, associations, government bodies, institutions, representative bodies and non-government organisations. However, organisations may also be unregistered, loosely connected, groups of people with a common interest.

The organisations register is used to capture information about any organisation that is a stakeholder of the company. Recording an organisation’s details enables the company to communicate with the organisation, record all engagements and understand the organisation’s influence, issues and concerns regarding the company’s activities.

Working with the organisations

To open the Individuals, click on Stakeholder Engagement and select "Organisations" below component Stakeholder.


1 - Creating New Records

An Organisation can be added by clicking on the on the Add button to create a new record. An empty form will show up.

Note: All elements required are highlighted by a red vertical line.

Fill in information and to continuous you have the Save or Save and View. Also you have the opportunity to check “add another”, it allows you save one record and add other once, as you can see, it is an easy way to add multiple records.

Once you save and view the record, the first information you entered will be on General Information tab. You could see the different tabs will appear. As well as entering the essential details about the organisation in the General Information tab and Contacts tab, in the Positions tab you can list positions at the organisation.

2 - Updating information

Information on organisation have to be updated in order to keep it reliable. For instance, position, phone number, addresses are information often changing over the course of a project.

Every section in the record has available an Edit button that allow you modify and update the information you need it.

3 - Searching Organisations

The search box could be helpful to search specifics organisations to prepare a meeting or collect information on specific individuals to analyze information. Since all engagements are recorded, it is possible to consult those information prior to meet stakeholders.

To now more details about search tool please go to Search Box & Advanced Search Filters section on Basic Navigation article.

4 - Workflow of the organisation

An organisation can have 2 different status either Active or Inactive.

An active organisation is the default status automatically set after a new organisation is recorded. The active status indicates that the organisation is still of interest and relevant to company activities.

An inactive organisation is the status given when the Deactivate option on the workflow menu is chosen. When the status is inactive, you are not allowed to make changes to the record. If the organisation record is deactivated, the system will also set the status of each position in the positions table to inactive.

Use the reactivate option available in the workflow menu to set the organisation record back to active. Reactivating an organisation record does not change status of any positions.


 Next article: 4 - What is a Household and how to use it?

Previous article: 2 - What is an Individual and how to use it?

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