How to Add an Organization Record

This topic shows you how to add an organization record to SEP. If your organization is a diocese, you must add an organization record for each entity within the diocese (for example, parish and school) that uses SEP. If your organization is a standalone parish, all you need to do is add a record for your organization.

 You must have Organizations > View and Organizations > Modify permissions assigned to your role to add an organization record. 

1. On the Home page, select the Organizations tile to open the Organizations page.
2. In the top-right corner, click  to open the Organization Detail form.
3. Enter the organization's name, type, and other details into the form's fields. For descriptions of the fields in the form, go to Fields in the Organization Record.
4. Click . 

The system saves the organization's record and adds the name of the organization to the list on the Organizations page. 

 

<return to How to Set Up Safe Environment>

 

Related Topics

About the Organizations Page

Fields in the Organization Record

How to Set Up Safe Environment

 

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© January 31, 2024 Safe Environment Program v2.31. ParishSOFT LLC, all rights reserved. ParishSOFT grants licensed users the right to unlimited duplication of this publication for internal use only.