Permanent and Duplicate Organizations

An organization should be entered in the system only one time.
When the List Organization window displays more than one instance for the same organization, one of the instances needs to be designated as the organization that should be used for future action and the other instance(s) designated as duplicate(s).

  1. Highlight the desired Organization and select the Open icon (or double click on the highlighted line) to open the Detail Organization window.
  2. Open the Action drop down menu and select the "Identify Duplicate ORG" option to open the Identify Duplicate Organizations window. (This window also opens if the selected organization has previously been assigned a permanent ORG designation. If the organization selected is a previously designated duplicate ORG, the Identify Permanent Organization window displays.)
  3. Select the search arrow icon Search under the Duplicate ORG heading (arrow to the right) to open the Search Organization window.
  4. 4. Enter the name of the organization that should be the duplicate ORG (or permanent ORG if on the Identify Permanent Organization window). Select the Search button to display the List Organization or Identify Duplicate ORG window depending on whether one or multiple possible duplicates exist.
  5. Confirm that the correct organization is selected and select OK button. The Detail Organization window displays. The label PERM' or 'DUP' appears adjacent to the organization on the upper right of the window.
  6. Select the 'Save' or 'Save & Close' Icon.

(11-2005)