Companies

Go to Administration>Selections>General>Companies to add the company's name.

The selection of a Company Name before the user can initiate the investigation. Therefore, at least one Company name must be entered in the Companies library.

Add/Edit Company

The user navigates to Administration>Manage Selections.

Note

This function can only be performed by permissions associated to an Administration token.

1. In the left pane under General, select Companies.
2. Click on the Add Selection.
3. A new entry will be in the list called "New Selection"
4. Click on New Selection and a grid will be displayed.
5. Click Edit - the user will have the ability to Change the Display Value.
6. The user can also add a description of the company.
7. Once the Display has been changed, click the update button. The Selection will be updated with the new display value in the list.
8. The check box above the grid will set the new selection to Active when checked. If the box is unchecked, the selection is set as Inactive. When the new Item is added, it will be displayed in the tree view to the left of the grid. Selections are not added alphabetically- the user can drag and drop Selections to change the order.

Selections cannot be deleted. Instead the user can make a Selection inactive by following step 8 above.