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You must identify each organization uniquely and assign it a research role.

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Managing Research Organizations - Include v1.1.3
Managing Research Organizations - Include v1.1.3

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titleInformation on Tab Labels

The Organization Details page displays all details about the organization provided to date. The tab labels in the Assign Organizational Roles section at the bottom of the page display the number of each role already associated with the organization that you are curating (if applicable). The letter "P" beside the role name on each of the tabbed pages indicates that at least one role is pending curation.

How to Manage Research Organizations

  • Navigate to the record of interest. 
  • In the Action column for a given organization, click Curate.
    • In the Assign Organization Roles section toward the bottom of the Organization Details page, click the RO (Research Organization(s) tab.
    The RO page displays the research roles currently assigned to the organization (if applicable). Include PageSorting Tables Tip - Include v4.4Sorting Tables Tip - Include v4.4

    RO (Research Organization) tab of the Assign Organizational Roles section Image Removed

  • Follow one of the options in the table below to continue assigning roles:
    Options for assigning roles to an organization

    If there are...

    And...

    Do this

    No research organization role records displayed

    You want to add a role

    Proceed to the next step.

    One or more organization role records displayed

    The information for them is correct

    Proceed with other aspects of the organization curation.

    One or more organization role records displayed

    The information for them is incorrect

    In the Action column for the record you want to modify, click Edit, and proceed to the table below.

  • To add a role, click Add Research Organization.
    The Create Research Organization page appears.
    Create Research Organization pageImage Removed
    • Select or enter the appropriate information in the text fields and drop-down lists. Fields are described in the following table. Anchortable2table2

    Field Label

    Description/Instructions

    Research Organization Name

    Enter the organization’s name.

    Research Organization Type

    Select the type of role to assign. Depending on the type you select, you may be required to provide funding information.

    Role Status

    Select the curation status of the organization in its current role.

    Aliases Enter alternate names for the organization. Click Add after you enter each alternate name. Anchor7340b7340b Anchor74177417 Anchor7954a7954a InfoIt is not possible to create or update a Research Organization to the ACTIVE state. Anchor7954b7954b
  • In the Address Information section, click Add Postal Address, and follow the instructions in Entering Address Information .
  • Click Save.
    The information appears in the Address Information section on the Create Research Organization page.
    Create Research Organization page with address informationImage Removed  
  • Do one of the following to continue:
    • To change the information in the address section, click Edit.
      - or -
    • To delete the address information, click Remove.
      - or -
    • To add another address, click Add Postal Address.

  • Complete the remaining Contact Information fields.

    Tip

    Remember to click Add after you complete each of the contact information fields.

    • Click Save, then click Return to Organization Details.

    Return to top of page

    Managing Identified Organizations

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