Overview of ‘My Organisation’
Task card 2
Access to the ‘My Organisation’ area of the Data Exchange can be located on the home page:
Figure 1- The Data Exchange home page
There are four links in this area that an Administrator can select to perform various tasks.
1. Manage Organisation
Select Manage Organisation under the My Organisation heading.
Figure 2 – Manage organisation option
The Manage organisation screen will display.
Figure 3 – Manage organisation screen
|Organisation Details||This area shows a general overview of your organisation and its ID details.|
|Edit Organisation Details||Select this button if you need to update your organisations details, including preferred name and participation in the Partnership Approach.|
|Outlets||This area lists all outlets associated with your organisation. If you are a first time user, no outlets will be listed. You will need to add your outlets.|
|Add Outlet||Select this button if you need to add an outlet.
For instructions on how to add an outlet, please access the Data Exchange Training Suite task cards.
|Programme Activities||This area lists all programme activities that your organisation has been funded to deliver.|
|Pagination Function||Should your organisation have multiple outlets and/or programme activities, the information will automatically paginate. Use the numbered pages or Next button to move through the pagination function.|
2. Manage Users
Select Manage users under the My Organisation heading.
Figure 4 – My Organisation
The Manage users screen will display.
Figure 5 – Manage Users screen
|Search||Search for existing users. This is especially useful for organisations that have large numbers of users.|
|Results||This area will display a list of already registered existing users within your organisation.|
|Add User||Select this button if you need to add a new user.
Refer to Task card 5 – Add a new user for instructions on how to add a new user.
3. Reference Data
The Reference data section is only for those organisations that perform bulk uploads into the Data Exchange. Files that contain all the Data Exchange codes can be downloaded through Reference data.
Select Reference data under the My Organisation heading.
Figure 6 – Reference data option
The Reference data screen will display.
From this screen you can upload the XML schema, Outlet and Programme activity references, and other reference fields.
Figure 7 – Reference data screen
4. Upload Files
Select Upload files under the My organisation heading.
Figure 8 – Uploaded files option
The Uploaded files screen will display.
Figure 9 – Uploaded files screen