Sub Organizations v.3.27.2023

Administrator Guide

March 23, 2023

Sub Organizations 

*Click on the Sub Organizations menu tab to bring up the following sub-menus;

Must be prebuilt/created on the admin side before use in Incident tools.

 

Bulk Import

Multiple Sub Organizations can be bulk imported all at once using the Sub Organization Bulk  Import template. Contact the COBRA Support team to request the template.

1. Edit the Sub Organization Bulk Import template provided by the COBRA support team and save it to your local computer.

2. The following cells are required to upload successfully.

• Sub Organization name

• Primary POC

• Lat/Lon or the full address location

3. Navigate to the Bulk Import sub-menu and click on it.

4. Click the ‘Select files…’ button to browse for your saved template.

5. Uploaded Sub Organizations can now be viewed on the Sub Organization(s) page.

Sub Organization(s)

1. Click the Create button.

2. Name the Sub Organization.

3. Provide a Description.

4. Choose a location for the Sub Org.

5. Fill out any other optional fields for the Sub Org.

6. Click Save to finish adding the Sub Org.