Welcome
The illustrations in the provided Wiki pages are for consultation purpose only and may not always reflect the latest implementation.
Steps
1. Access "Organisations" in your project
Click on Organisations in the content menu of your project. The list of organisations opens, containing all currently available organisations in the project. See the page List functionality in projects for additional information on the list functionalities, such as Search, Filters and the Bulk Actions.
2. Click on the "Import Organisations from other projects" button
Click on the Import Organisations from other projects button.
3. Pop-up window containing all organisations available for import opens
The Import Organisations from other projects pop-up window opens, containing:
- The list with all OID organisations available in KA131 projects from previous years, displaying information such as OID, Grant Agreement No, Organisation ID, Erasmus Code or Legal name for the organisations.
- Each organisation is displayed only once in the list and organisations already available in your project as partner will be excluded.
- Import Organisations button to import the organisations displayed in the list.
- Search and filter options to narrow down the list of organisations to import.
- View option to access the organisation details for an organisation.
- List options to change items displayed per page and browsing.
If no OID organisations are available from other KA131 projects or all organisations have already been imported, the list of organisations will be empty.
4. General functionalities
4.1. View organisation details
Clicking on the View (1) icon, displayed for each listed organisation, will open the Organisation details (2) in read-only mode. To return to the list of organisations in your project, click on the Back (3) button.
4.2. "Search" and "More Filters"
The Search field allows you to add general text to narrow down the list of results. You can, for example, search for a specific OID, Organisation Legal name or partial Organisation ID.
Type at least two characters in the search box and click the Search button (1) to retrieve the organisations matching your criteria. In our example, we search for a partial Organisation ID. The number of items found is updated and the organisations matching our search term are displayed in the list (2).
To remove a search filter and return to the full list, click on the X in the Search box.
Click on the More filters (1) button to display additional filters available at the top of list. The button name has changed to Less filters. Clicking on Less filters will hide the filters again.
A filter for each column (2) in the list will become available. There are two types of filters and they can be combined to narrow down the results:
- Text fields: add at least 2 characters, then click outside the text field. The list is automatically updated with the matching items containing the text you inserted.
- Drop-down fields: select one value from the list. The list is automatically updated with the matching items containing the text you selected
Provide your criteria in the relevant filters. The list is updated as per set filter options. In our example, we selected Bulgaria from the Country column drop-down filter. One result is found.
The selected filters will be displayed next to the left of the Less Filters button. You can remove a filter by clicking on the X next to the filter name.
You can combine the Search functionality with the More Filters options.
5. Click on the "Import Organisations" button
Use the Search and filter options to narrow down the list of organisations to import, if required. In our example, we filtered our list of organisations to display only organisations from Spain. Four organisations are found.
Click on the Import X Organisations button to start the import of all organisations displayed in the list, as per your set search and filter options.
A success message displays when the import is completed.
The pop-up remains open. You can use the search and filter options to search for other organisations to import, if applicable, or close it.
In our example, the list now displays no organisations, as the previously set filter for Spain is still active and all organisations from Spain are already imported in our project.
6. Organisations imported and available in list of organisations
When the import is completed, all organisations, previously displayed in the pop-up, will be available in the list of organisations in your project. Once items are added to the list, the following icons become available under the Actions column:
- Delete - click on this icon in line with the item you wish to delete, and follow the onscreen instructions.
- View - click on this icon to open the details of the selected item in read-only mode. All fields are greyed out and you will not be able to change any details.
- Edit - open the details of the selected item in edit mode. Make the desired changes, then click on the Save button at the bottom of the screen to save the updated information.
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