Searching and Entering an Organization

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Searching and Entering an Organization

Created by Russ Hartle, Modified on Tue, 27 May, 2025 at 10:40 AM by Russ Hartle

1. Click on the “Org” button from the main RMS toolbar to open Organization Management.

2. Enter part of the organization name (A), and then click the “Search” button (B) to search for the organization.

*Tips:
You may use the mouse to click the “Search” button or use the “Enter” key to perform searches.

3. If no matches are found, follow steps 3a-3b; otherwise follow step 4a.

3a. If no matches were found, click “OK” in the Information box.

3b. Enter the rest of the organization name (A), and then click the “Save” button (B).

4. When matches are found, follow step 4a.

4a. If matches were found, highlight the organization in the results grid (A), and then click the “Choose” button (B)

*Tips:
If the search results do not contain the organization you were looking for, click the “Add” button in the results grid to create a new organization record.

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