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Reminder: Security Permissions

What you can see and do in this application depends on the security permissions associated with your 25Live user account. In addition, if your user does not have permission to view Contacts (Basic 7.0 in Series25 Group Administration) the default scheduler for a location may not be visible. If you can't access something you think you should be able to, contact your 25Live Administrator.

The name of each organization in 25Live is a link you can use to view its details. Each organization view has sub-sections for Details, List view, Calendar view, and its Audit Trail.

Standard controls 
Image: These standard controls are available in all details view sub-sections.

Each sub-section has controls for:

  • More Actions:  An expandable section with organization actions
  • A View and Edit Security link can take users with proper permissions to the Series25 Group Administration tool to adjust security for objects
  • Refresh:  To pull a fresh view of the data 
  • Help: To access more information about this view

You can also edit the name of an organization from the top summary section of its details views.

Use the star icon (Star empty) next to the organization name to add it to your favorites.

To View Organization Details

After clicking on an organization's name from any screen, the summary details view shows by default. In this view (depending on your institution's options and your user's security permissions), you may be able to see information under headings for:

  • General 
  • Categories 
  • Partition Preferences 
  • Comments 
  • Attributes 
  • Associated Contacts (listed in alphabetical order)
  • Administrative Address 
  • Billing Address

How to Edit Organization Name From the Details View

For users with appropriate security permissions, inline editing is available to edit the Organization name from the top, summary area of the details view.

Edit button to change name
Image: The Edit button is next to the short organization name in the details view.

Use the edit icon (Edit icon) to open the editing text field. Type your changes, then use the Save button.

Type to change object name
Image: When in editing mode, you can Save or Cancel.

The Cancel button will close the editing text field.

Inline Editing of Organization Details

Many details can be quickly edited inline from the details view, including text-based fields, image fields, and more.

See Inline Editing Details Fields

Using the More Actions Display

More Actions display collapsed and expanded
Image: Open the More Actions display by tapping or clicking on the expansion menu. Collapse it again using the "Collapse" link. 

Use the More Actions menu link to expand all of the options available for Organizations.

You can close the display using the Collapse link.

This display provides the ability to: 

  • Copy Organization - use the organization you're viewing as a base to create a new organization
  • Create Event - which will begin an event in the Event Form using this organization

Organization Detail Sub-sections

Organization details sub-sections
Image: Organization details sub-sections.

You can also view organization detail information in other views:

  • List view 
  • Calendar view
  • Audit Trail - a list of actions performed with this object available to users with sufficient permissions

Viewing the Organization Details List View

The List view shows you a list of events associated with this organization within a table, starting on the selected date (which defaults to the current date).  There are several controls and options available to change the list date, columns, and order.

To View Additional Pages of Items in List View

Pagination controls
Image: Use controls at the bottom of the list to navigate and change how many items are displayed per page.

There are navigation controls at the bottom of the list where you can go to the next page, the last page, or jump to other pages of items. You can also choose how many items display on each page.

To Sort Items in List View

Most columns in the list table can be used to sort items. Simply click on the column title to see if the column is sortable. If so, the data sorts in ascending order. Click again to sort in descending order.

Columns in list view
Image: The column that the items are sorted by will display in bold.

To Choose Which Columns Display in List View

Choose Columns button
Image: Choose Columns button.

Use the Choose Columns button to reveal a list of all available table columns. Check the boxes next to any you wish to display.

To View Additional Details of Items in List View

Clickable titles
Image: Any search result information that is underlined links to more details.

Click on the names of events, locations, resources, and organizations to go to each item's details view. Any piece of information in the table that links to more details is underlined.

Viewing the Organization Details Calendar View

The Calendar view shows you an easy to read grid of days on which events take place associated with the organization. This view also allows you to create events in the displayed locations by using the create eventCreate event icon  icon in the calendar grid.

To Change the Time Span Displayed in the Calendar View

Calendar view controls
Image: Use the time span controls to choose how many days display in the Calendar view.

You can choose from three different time span settings in the Calendar view:

    • 3-Day
    • Week
    • Month

To Change the Start Date of the Calendar View

Date controls
Image: Use the date picker to choose which dates to display in the Calendar view.

You can click on the date to open a date picker. Choose the start date of your 3-Day, Week, or Month display of dates.

You can also use the arrow Arrow buttonsbuttons at the bottom of the calendar grid to move the dated display backward or forward.

Viewing the Organization Audit Trail

The Audit Trail view shows a list of actions performed with this object available to users with sufficient permissions.

Editing Organization Details

To edit organization details, you (with appropriate security permission) or an administrator use the 25Live Administration Utility. See the 25Live Administration Utility Help for details.

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