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How to Create a New Organisation TypeHow to Create a New Organisation Type
What
I would like to create a new Organisation Type.
How
There are two stages to creating a new Organisation Type:
- Create a new classification in the Organisation classification scheme
- Add a relationship between your new classification (organisation type) and the Organisation classification
Step 1: Create new classification
Go to Master data > Classification schemes > Organisation types
A pop-up window will appear. Scroll to the bottom and select “Add classification”.
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A second pop-up window will appear. Give your new organisation type a name.
- As soon as you have entered a name, a URI will automatically be generated
- You will need to add the text ‘organisation/’ between ‘organisationtypes/’ and your new type name, so it should look like this: /dk/atira/pure/organisation/organisationtypes/organisation/new_type
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Click ‘create’ and then ‘save’.
Step 2: Add relationship
Stay in Master data > Classification schemes > Organisation types
In the pop-up window, at the top of the list of Classifications you will see 'Organisation' (parent) with a number of org types nested under it (children).
Click on the 'Add relation' button.
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In the Classification dropdown, scroll to select the new organisation type you created in step 1.
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Click ‘create’ and then ‘save’.
Your new organisation type will now appear in the Type dropdown when creating a new organisation or amending an existing organisation.
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Updated at July 27, 2024