Organization Setup

The following is a summary of how to work with Organizations:

• After logging in, you are presented with a tree view of the OPPSA organization hierarchy. The tree structure makes it easier to see how organizations relate to one another.
• Each user is only able to see the hierarchy for the organization to which they are defined.
• You can move your cursor over a node in the tree to view or delete the organization, or add a child organization.
• If an organization has a significant number of child nodes it may be difficult to read the node names because OPPSA displays all visible nodes after login. Use the slider at the lower right of the screen to zoom in on the display. After zooming in, you can click next to a node and scroll the tree across the screen, if necessary.
• Once you have chosen to view an organization, you are only able to see objects at the selected organization level and above. You can only edit objects at the selected organization level. Objects defined at a higher organization can be viewed or copied, but not modified.
• Choosing the Cancel or Save buttons in the bottom right of the screen applies to changes made on the Name and Address, Charter and Indexes tabs. After selecting either of these options, you are returned to the organization tree, where you will see the same organizations at the time of your initial login.
• The Short Name field is a unique identifier for each organization. The Short Name is the value that displays in the organization tree. The Short Name does not print on the documents. Legal Name is specified on the NAME AND ADDRESS screen and may be the same for multiple organizations; different branch offices may have different OPPSA settings, but still want the same legal name to print on the documents.
  Note: You can have only one root or top-level organization. All other organizations are subordinate to the root. Multiple top-level organizations are not allowed.

The first time you use OPPSA, you will see only the root organization with nothing below it. You can add children below the root, each node representing a branch, a department, or the organizational structure of your choice. Each node can support multiple sub-nodes as required to define your organizational structure.

You will need to enter specific information defining each node, including the root. Detailed information such as the institution charter, address and usury are required before the organizations can be used in transactions.