{"id":136,"date":"2016-09-21T15:41:43","date_gmt":"2016-09-21T03:41:55","guid":{"rendered":"http:\/\/help.psoda.com\/?page_id=136"},"modified":"2023-12-21T00:55:23","modified_gmt":"2023-12-21T00:55:23","slug":"a52","status":"publish","type":"page","link":"https:\/\/www.psoda.com\/help\/a52\/","title":{"rendered":"Edit organisation form"},"content":{"rendered":"
This popup<\/a> form is shown in Figure 1 and allows you to edit the details of an organisation<\/a>. This form can be accessed via the \"Edit<\/a>edit button in the top header area at the organisation view page<\/a>.\r\n\r\n\"\"<\/a>\r\n

Figure 1 – Edit organisation popup form<\/strong><\/p>\r\nThe very first field ‘Organisation<\/strong>‘ at the top of this form is the name of the organisation. The name is unique across the whole system. If the name is edited to no longer be unique you will receive a warning when you submit the form.\r\nNote: this field has a * which indicates that is a mandatory field to be filled in.\r\n\r\nIn Figure 1 above, the form has been broken down into two sections:\r\n\r\n\r\n\r\n\r\n
Section 1<\/th>\r\nThese are the tabs that you can cycle through to edit each section of the organisation.When you navigate to a new tabbed view in this popup, any information entered in Section 2 from the previous tabbed view will be saved. This means you do not need to click on any buttons to save each tab, but can instead click on the Update<\/strong> button at the bottom of the popup when all of your tab editing is completed.<\/td>\r\n<\/tr>\r\n
Section 2<\/th>\r\nThis information will change as you cycle through the tabs shown in Section 1, and the fields to be edited will change accordingly. A breakdown of the field information for each tab is provided below.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

Tab breakdown<\/h4>\r\nThe following information provides a breakdown of each of the tabbed views that may be available for you to edit.\r\n\r\nIt is good to note that any screenshots of these tabbed views will be have fields that are populated with the Psoda default values, any specific information for your organisation may vary.\r\n\r\nPlease note that any fields listed in brackets, are visible only if another field has been selected.\r\n\r\n \r\n

\"Contact<\/a>\u00a0Contact details<\/h4>\r\n\"\"<\/a>\r\n

Figure 2 – Contact details tabbed view<\/strong><\/p>\r\nThe contact details <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 2 above. Each of the fields available to be edited in this tabbed view are described in the following table:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Address:<\/th>\r\nThis is where you can edit or enter the address of the organisation, e.g. 1 Ball Street, Crockermouth<\/td>\r\n<\/tr>\r\n
Country:<\/th>\r\nUse this drop-down list to select or change which country the organisation is registered in.<\/td>\r\n<\/tr>\r\n
Telephone number:<\/th>\r\nThis is where you can edit or enter the telephone number of the organisation, e.g. +11 22 33 44 55<\/td>\r\n<\/tr>\r\n
Fax number:<\/th>\r\nThis is where you\u00a0edit or enter the fax number of the organisation, e.g. +11 66 77 88 99<\/td>\r\n<\/tr>\r\n
Primary contact:<\/th>\r\nSelect or change the primary contact for the organisation from the list of users<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

Options<\/h4>\r\n\"\"<\/a>\r\n

Figure 3 – Options tabbed view<\/strong><\/p>\r\nThe options <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 3 above. Each of the fields available to be edited in this tabbed view are described in the following table:\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Financial year start:<\/th>\r\nSelect or change the month that your financial year starts. This month is used in calculating year-to-date financial values.<\/td>\r\n<\/tr>\r\n
Default currency:<\/th>\r\nUse this text box to edit the default currency for this organisation, for example NZ$ or GBP.<\/td>\r\n<\/tr>\r\n
Sales tax percentage*<\/em><\/sup>:<\/th>\r\nUse this text box to edit the default sales tax percentage when adding expense items, for example 15%.<\/td>\r\n<\/tr>\r\n
Sales tax label:<\/th>\r\nUse this text box to edit the label used for sales tax, for example VAT or GST.<\/td>\r\n<\/tr>\r\n
First day of the week:<\/th>\r\nSelect or change the first day of the week appropriate for this organisation.<\/td>\r\n<\/tr>\r\n
Default project types:<\/th>\r\nEnter or edit a comma separated list of project types that should be available by default in the drop-down list when adding\/editing projects.<\/td>\r\n<\/tr>\r\n
Cost allocation programmes:<\/th>\r\nUse this drop-down list to select or change which programmes to include for cost allocation. The default is to disable cost allocation.<\/td>\r\n<\/tr>\r\n
Default user tab:<\/th>\r\nUse this drop-down list to select or change which user tab you would like to set as the default. Psoda’s default is to have this option selected to be the ACL tab.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"Default<\/a>\u00a0Default roster<\/h4>\r\n

\"\"<\/a>Figure 4 – Default Roster tabbed view<\/strong><\/p>\r\n

The default roster <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 4 above.<\/p>\r\nHere the working\/non-working times can be edited by checking or un-checking any half-hour slots for each day of the week.\r\n

\"Contracts<\/a>\u00a0Contracts<\/h4>\r\n

\"\"<\/a><\/p>\r\n

Figure 5 – Contracts tabbed view<\/strong><\/p>\r\n

The contracts <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 5 above.<\/p>\r\n

Here, contract categories<\/strong> can be added, edited or removed from a comma separated list that may already be present in this text box, or a fresh list can be generated.<\/p>\r\n\r\n

\"Risk<\/a>\u00a0Risk maps<\/h4>\r\n

\"\"<\/a><\/p>\r\n

Figure 6 – Risk Maps tabbed view<\/strong><\/p>\r\n

The risk maps <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 6 above. Each of the fields available to be edited in this tabbed view are described in the following table:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Customise consequence labels:<\/th>\r\nSet this checkbox if you would like to customise the impact labels used for risks.<\/td>\r\n<\/tr>\r\n
(Consequence map):<\/th>\r\nIf you have selected the customise consequence labels<\/strong> above, then these 6 fields allows the names and values of these consequence labels to be edited. The values can be any positive number, e.g. 0, 0.2, 2, 20 etc. These values must be in sequence with the smallest number at the top and the largest number at the bottom.<\/td>\r\n<\/tr>\r\n
Customise likelihood labels:<\/th>\r\nSet this checkbox if you would like to customise the probability labels used for risks.<\/td>\r\n<\/tr>\r\n
(Likelihood map):<\/th>\r\nIf you have selected the customise likelihood labels<\/strong> above, then these 6 fields allows the names and values of these consequence labels to be edited. The values can be any positive number, e.g. 0, 0.2, 2, 20 etc. These values must be in sequence with the smallest number at the top and the largest number at the bottom.<\/td>\r\n<\/tr>\r\n
Customise risk labels:<\/th>\r\nSet this checkbox if you would like to customise the labels used for the overall risk.<\/td>\r\n<\/tr>\r\n
(Risk map):<\/th>\r\nIf you have selected the customise risk labels<\/strong> above, then these 6 fields allows the names and values of these consequence labels to be edited. The values can be any positive number, e.g. 0, 0.2, 2, 20 etc. These values must be in sequence with the smallest number at the top and the largest number at the bottom.<\/td>\r\n<\/tr>\r\n
Risk categories:<\/th>\r\nEnter or edit a comma separated list of categories that should be available by default in the drop-down list when adding\/editing risks.<\/td>\r\n<\/tr>\r\n
Risk strategies:<\/th>\r\nEnter or edit a comma separated list of strategies that should be available by default in the drop-down list when adding\/editing risks.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"Issue<\/a>\u00a0Issue maps<\/h4>\r\n\"\"<\/a>\r\n

Figure 7 – Issue Maps tabbed view<\/strong><\/p>\r\n

The issue map <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 7 above.<\/p>\r\n

If you have selected the customise consequence labels<\/strong> in this tabbed view, then the consequence map<\/strong> which is comprised of 6 fields is shown to allow the names and values of these consequence labels to be edited. The values can be any positive number, e.g. 0, 0.2, 2, 20 etc. These values must be in sequence with the smallest number at the top and the largest number at the bottom.<\/p>\r\n\r\n

\"Task<\/a>\u00a0Task maps<\/h4>\r\n

\"\"<\/a><\/p>\r\n

Figure 8 – Task Maps tabbed view<\/strong><\/p>\r\n

The task map <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 8 above.<\/p>\r\n

In the task categories<\/strong> field in this tabbed view, enter or edit a comma separated list of categories that should be available by default in the drop-down list when adding\/editing tasks.<\/p>\r\n\r\n

\"Lesson<\/a>\u00a0Lesson maps<\/h4>\r\n

\"\"<\/a><\/p>\r\n

Figure 9 – Lesson Maps tabbed view<\/strong><\/p>\r\n

The lesson maps <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 9 above. The two fields available to be edited in this tabbed view are described in the following table:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n
Lesson categories:<\/th>\r\nEnter or edit a comma separated list of categories that should be available by default in the drop-down list when adding\/editing lessons.<\/td>\r\n<\/tr>\r\n
Lesson impacts:<\/th>\r\nEnter or edit a comma separated list of impacts that should be available by default in the drop-down list when adding\/editing lessons.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"Change<\/a>\u00a0Change Requests<\/h4>\r\n

\"\"<\/a><\/p>\r\n

Figure 10 – Change Requests tabbed view<\/strong><\/p>\r\n

The change requests <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 10 above. The two fields available to be edited in this tabbed view are described in the following table:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n
Change request categories:<\/th>\r\nEnter or edit a comma separated list of categories that should be available by default in the drop-down list when adding\/editing change request.<\/td>\r\n<\/tr>\r\n
Change request priorities:<\/th>\r\nEnter or edit a comma separated list of priorities that should be available by default in the drop-down list when adding\/editing change request.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n\r\n

\"benefit\"<\/a>Benefits<\/h4>\r\n

\"\"<\/a><\/p>\r\n

Figure 11 – Benefits tabbed view<\/strong><\/p>\r\n

The change requests <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 11 above. The four fields available to be edited in this tabbed view are described in the following table:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Benefit categories:<\/th>\r\nEnter or edit a comma separated list of categories that should be available by default in the drop-down list when adding\/editing benefit.<\/td>\r\n<\/tr>\r\n
Benefit entry:<\/th>\r\nThis field lets you pick the default value for when creating a new benefit. Accumulative means that you intend to enter accumulative values in the benefit over the measurement period e.g. 10, 20, 30, 40, etc. increasing by 10 every period. If you select Monthly that means you intend the just enter the value for each period and would like Psoda to add them together over the periods to get the accumulative values, e.g. you would might enter 10, 5, 0, 5, 0 and Psoda will calculate the accumulative values as 10, 15, 15, 20, 20.<\/td>\r\n<\/tr>\r\n
Show cents option when create\/editing benefits:<\/th>\r\nThis field is used to show or hide the “show cents?” when editing or adding a benefit.<\/td>\r\n<\/tr>\r\n
Default show cents:<\/th>\r\nIf this is ticked when adding a benefit the “show cents?” will automatically be ticked, if it is not ticked then the “show cents” will be unticked by default when adding new benefits. If Show cents option when create\/editing benefits is not ticked then if this is ticked all benefits will display cents, if unticked all benefits will not show cents.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n\r\n

\"Timesheets<\/a>\u00a0Timesheets<\/h4>\r\n

\"\"<\/a><\/p>\r\n

Figure 12 – Timesheets tabbed view<\/strong><\/p>\r\n

The timesheets <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 12 above.<\/p>\r\n

This tabbed view presents a\u00a0require directed hours on new timesheets<\/strong> checkbox option that can be checked or un-checked according to your preference for the organisation’s timesheets.<\/p>\r\n

\"Leave<\/a> Leave settings<\/strong><\/h4>\r\n\r\n\"\"<\/a>\r\n

Figure 13 – Leave Settings tabbed view<\/strong><\/p>\r\n

The leave settings <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 13 above. Each of the fields available to be edited in this tabbed view are described in the following table:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Sick leave accrual*<\/em><\/sup>:<\/th>\r\nUse the drop-down list to select or change the sick leave accrual algorithm that you want to use for this organisation.\r\nThe legal requirement in New Zealand is to use the 6 month anniversary algorithm.<\/td>\r\n<\/tr>\r\n
Maximum sick leave*<\/em><\/sup>:<\/th>\r\nEnter or edit the maximum number of sick leave days that a user can accrue.<\/td>\r\n<\/tr>\r\n
Maximum working hours per weekday*<\/em><\/sup>:<\/th>\r\nEnter or edit the maximum number of working hours that a user can log in a working day.<\/td>\r\n<\/tr>\r\n
Maximum working hours per fortnight*<\/em><\/sup>:<\/th>\r\nEnter or edit the maximum number of working hours that a user can log in a fortnight.<\/td>\r\n<\/tr>\r\n
Maximum excess hours per fortnight*<\/em><\/sup>:<\/th>\r\nEnter or edit the maximum number of excess hours a user can log in a fortnight.<\/td>\r\n<\/tr>\r\n
Minimum break duration per day*<\/em><\/sup>:<\/th>\r\nEnter or edit the minimum total duration of breaks during a normal business day.<\/td>\r\n<\/tr>\r\n
Maximum break duration per day*<\/em><\/sup>:<\/th>\r\nEnter or edit the maximum total duration of breaks during a normal business day.<\/td>\r\n<\/tr>\r\n
Business Day TOIL accrual rate*<\/em><\/sup>:<\/th>\r\nEnter or edit the TOIL accrual rate for excess hours on a normal business day.<\/td>\r\n<\/tr>\r\n
Weekend TOIL accrual rate*<\/em><\/sup>:<\/th>\r\nEnter or edit the TOIL accrual rate for excess hours over a weekend.<\/td>\r\n<\/tr>\r\n
Public Holiday TOIL accrual rate*<\/em><\/sup>:<\/th>\r\nEnter or edit the TOIL accrual rate for excess hours on a public holiday.<\/td>\r\n<\/tr>\r\n
Reset accrued TOIL hours every quarter?*<\/em><\/sup>:<\/th>\r\nCheck or uncheck this tickbox if you wish to change whether or not the accrued TOIL hours are reset every quarter.<\/td>\r\n<\/tr>\r\n
Maximum TOIL hours per financial year?*<\/em><\/sup>:<\/th>\r\nEnter or edit the maximum number of TOIL hours that can be accrued in the financial year.<\/td>\r\n<\/tr>\r\n
Maximum TOIL hours per quarter?*<\/em><\/sup>:<\/th>\r\nEnter or edit the maximum number of TOIL hours that can be accrued in the quarter.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"Defect<\/a>\u00a0Defect maps<\/h4>\r\n

\"\"<\/p>\r\n

Figure 14 – Defect Maps tabbed view<\/strong><\/p>\r\n

The defect maps <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 14 above. Each of the fields available to be edited in this tabbed view are described in the following table:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Defect types:<\/th>\r\nEnter or edit a comma separated list of types that should be available by default in the drop-down list when adding\/editing defects.<\/td>\r\n<\/tr>\r\n
Defect modules:<\/th>\r\nEnter or edit a comma separated list of modules that should be available by default in the drop-down list when adding\/editing defects.<\/td>\r\n<\/tr>\r\n
Defect versions:<\/th>\r\nEnter or edit a comma separated list of versions that should be available by default in the drop-down list when adding\/editing defects.<\/td>\r\n<\/tr>\r\n
Defect builds:<\/th>\r\nEnter or edit a comma separated list of builds that should be available by default in the drop-down list when adding\/editing defects.<\/td>\r\n<\/tr>\r\n
Customise severity labels:<\/th>\r\nCheck or un-check this box if you would like to customise the severity labels used for defects.<\/td>\r\n<\/tr>\r\n
(Severity map):<\/th>\r\nThis section comprised of 6 additional fields will become visible if you have selected the customise severity labels<\/strong> checkbox. These additional fields allow you to enter or edit the labels and the values for each label. The values can be any positive number, e.g. 0, 0.2, 2, 20 etc. These values must be in sequence with the smallest number at the top and the largest number at the bottom.<\/td>\r\n<\/tr>\r\n
Defect resolutions:<\/th>\r\nEnter or edit a comma separated list of resolutions that should be available by default in the drop-down list when adding\/editing defects.<\/td>\r\n<\/tr>\r\n
Defect priorities:<\/th>\r\nEnter or edit a comma separated list of priorities that should be available by default in the drop-down list when adding\/editing defects.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\n

\"icon_user\"<\/a>\u00a0Security<\/h4>\r\n\"\"<\/a>\r\n

Figure 15 – Security tabbed view<\/strong><\/p>\r\n

The security <\/strong>for an organisation can be edited by clicking on the tab indicated in Figure 15 above. Each of the fields available to be edited in this tabbed view are described in the following table:<\/p>\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n
Minimum password length*:<\/th>\r\nUse this drop-down list to select or change the minimum number of characters that need to be used when creating passwords.<\/td>\r\n<\/tr>\r\n
Require complex passwords*:<\/th>\r\nCheck or uncheck this box to edit whether you want users in this organisation to have complex passwords only.<\/td>\r\n<\/tr>\r\n
Cannot reuse last x passwords*:<\/th>\r\nUse this drop-down list to select or change the number of past passwords that cannot be reused.<\/td>\r\n<\/tr>\r\n
Expire passwords after x days*:<\/th>\r\nUse this drop-down list to select or change the number of days until passwords expires. Note that there is an option to not allow the passwords to expire.<\/td>\r\n<\/tr>\r\n<\/tbody>\r\n<\/table>\r\nFields marked with *<\/em><\/sup> are mandatory, but all others are optional.\r\n\r\nOnce you are happy with your changes click the “Update organisation<\/strong>” button at the bottom of the form. This will save your changes.\r\n\r\nClick the “Cancel” button if you want to discard your changes.<\/div>\r\n

Related topics<\/h4>\r\n