Creating, managing and deleting an organisation record

Organisation records can only be created, managed and deleted by Stewardship Organisation Administrators.

Stewardship Organisation Administrators can create organisation records to represent any organisations that are not represented by a Stewardship Organisation. These can then be linked to any metadata items in the registry that are associated with that organisation.

Note: Organisation records can be created and linked regardless of whether they are complete (published) or still a draft.

How to create an organisation record

1. Select 'Browse' from the registry header.

1. Select 'Browse' in the 'Stewardship Organisation' field.

1. Select the desired Stewardship Organisation.

1. Select 'Managed Items', then 'Organisation Record'.

1. Select 'Create Organisation Record'.

1. Populate the 'Name' and 'Definition' fields as desired.

1. Select 'Create new Organisation Record'. If you do not wish to adjust the organisation record's publication details or permissions, this is the end of the procedure.

1. If you wish to adjust the organisation record's publication details or permissions, select its 'Actions' dropdown, then 'Publication details'.

1. Adjust the following fields as desired:

   • 'Permission': What users are able to view the organisation record upon its publication

   • 'Publication date': The date on which the organisation record will be published

   • 'Publication status': Whether the organisation record is complete and published, or a draft awaiting publication.

1. Select 'Update Publication Details'.

1. If you wish to delete an organisation record, select its 'Actions' dropdown, then 'Delete item'.