Configure an Agency

Review About Agency concept and Agency Field Descriptions reference topics.

The name of each level in the organizational structure of this application can be renamed to reflect your organization’s structural hierarchy in Setup > General > Terminology. The Agency level is the second level starting from the first.

To edit, clone, or create a new Agency in the Organization section of the Setup area:

  1. Expand the Institution until you reach the Agency level.
  2. Select an agency and click Edit to modify the agency; or select the agency and click Clone to duplicate the agency; or click Add Agency to create a new one.
  3. Enter the day this agency enables in Active When. This field applies to a newly created agency; not agencies generated during the initial creation of the database. Both the Active When period and the Shift definition factor when this agency appears on the Roster. This means, simply put, if the Active When starts on a Monday, and a shift definition starts on a Tuesday, then the agency appears on the Roster on Tuesday.
  4. Configure the remaining settings as desired.
  5. Click Save.
Parent topic: Setup Organization