Page History

...

• Parent – Organization at a top or higher level within an organizational family. A parent can have one or more child organizations.
• Child – Organization at the bottom or lower level within an organizational family.
• Peer – Organization on an equal standing with another organization within an organizational family.
• Division – Major functional or administrative grouping within an organization.
• Subdivision – Minor functional group within a division.
• Department – A particular group within an organization.
• Sub-department – Minor group within a department.

Creating New Families

...

...

You can create new families and assign organizations to them. You can also create families without assigning members. Later you can return to add organizations and create relationships among them.

How to Create New Families

1. On the main menu, under Organization Family, click Create.
   The Create Family page appears. Fields marked with an asterisk are required. The status defaults to Active, and the Start Date defaults to the current date.
   Image Removed
   Create Family Page
2. To change the default start date, in the Start Date field, enter the date on which the family was created.
   The default is the current date.
3. In the Family Name field, type the name of the new family.
4. Click Save.
   The Family Details page displays the details of the family you created.

...

Return to top of page

Curating Family Records

...