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This section provides instructions for creating and editing families of

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Family and Organization Relationships

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Each organization has a functional relationship to the family it belongs to. These relationships are classified as follows:

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organizations

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Additionally, each organization in a family has a hierarchical relationship to the other members of the family (as applicable). The hierarchical relationships are as follows:

  • 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

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Curating Family Records

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Adding Organizations to Families

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Changing Functional and Hierarchical Relationships

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Removing Organizations from Families

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You can remove organizations from any family listed in the Family List table.

How to Remove Organizations From Families

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In the Organization Family Members list, locate the appropriate organization, and click Remove.

Warning

You can not “undo” the remove function. If you delete an organization from a family by mistake, follow the instructions in Adding Organizations to Families to add it back into the family.

For instructions, refer to the following pages:

Page Tree
rootCurating Organization Families
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Deleting Families

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Listing Families

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