Creating organization units

You can add an organization unit to the library of organization units in the application. You can register the contact and address details of the new organization unit.

1. Sign in with your administrator credentials.
   Your home page opens.
2. From the Side Navigation menu, select Organization > Organization Units.
   The Organization Units page opens.
3. Click New.
   The New Organization Unit page opens.
4. In the Details section, provide details to identify and contact the organization unit.
   • Name- Enter a unique name for the organization unit to a maximum of 200 characters.
   • External System Reference- Enter the reference number or code that the organization unit is assigned by the organization to uniquely identify it.
   • Display Name- Enter the display name for the organization unit, which can be included in organizational reports, for example, a client's share care plan.
   • Area Code- If you enter an area code, enter a phone number.
   • Phone
5. In the Address section, enter the address of the organization unit.
6. Click Save.
   The Organization Units page lists the new organization unit.