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How to Populate Personal Information – Organizations

What is this?

This web page serves as a "How to..." guide for populating (adding, editing, and/or deleting) the Organizations component of a user's personal information. It contains an overview of the process and a summary of the steps involved, followed by detailed instructions with screen shots from the EIMS application. Red markings on the screen shots highlight or describe screen content.

Overview

What is the purpose of the Organizations data entry form?

The Organizations data entry form allows you to enter information about organizations to which you belong.

Who can populate Organizations information?

Any registered user of EIMS can populate Organizations information about themselves. Additionally, EIMS Administrators can edit personal information for all users.

Prerequisites

You must be a registered user of EIMS to populate personal information for yourself. You must be an EIMS Administrator to edit personal information about any users in addition to yourself.

How do you populate the Organizations component of your personal information?

Although you use the same data entry form, the process varies slightly depending upon whether you are adding, editing, or deleting Organizations information.

How do you add data to the Organizations component of your personal information?

Step 1	Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
Step 2	Navigate to the Organizations data entry form.
Step 3	Populate fields as desired.
Step 4	Select the Save button.

How do you edit the Organizations component of your personal information?

Step 1	Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
Step 2	Navigate to the Organizations data entry form.
Step 3	Open the edit page for the individual organization listing you wish to modify.
Step 4	Edit fields as desired.
Step 5	Select the Save button.

How do you delete data from the Organizations component of your personal information?

Step 1	Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).
Step 2	Navigate to the Organizations data entry form.
Step 3	Open the edit page for the individual organization listing you wish to delete.
Step 4	Select the Delete button.
Step 5	Select the OK button to confirm the deletion.

Detailed Instructions

Instructions for Adding Organizations Data

Step 1

Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).

NOTE

If you are already editing your personal information, skip to Step 2.

Picture of the Main Menu with the Edit Personal Data option highlighted

Step 2

Select the data entry form link from the Navigation Sidebar to display the Organizations data entry form.

NOTE

If there is no Organizations data currently saved in EIMS, the data entry form automatically displays in add mode. If there already is Organizations data, the form will display in report mode; click the Add button to open the data entry form in add mode.

Step 3

Populate fields as desired (see instructions below).

NOTE

Mandatory fields are indicated by an asterisk (*).

Picture of Organizations data entry form in add mode

The following table provides definitions and instructions for each field. (Please see Conventions for an explanation of the form's buttons.)

Field	Definition / Instructions
Organization	Use the pop-up to select an organization with which you are affiliated. If the organization you wish to add is not in the list, please contact the ORD Help Desk at (919) 380-4588 or via email at ord.omishelpdesk@epa.gov.
Role	Select the role you play in the specified organization from the pick list.

Step 4

Select Save, and a Success! message displays on the page indicating that the row (individual organization listing) has been inserted (i.e., the information you entered has been added to the EIMS database).

NOTE

Once saved, you cannot edit the Organization field. If you made a mistake in the field, delete the erroneous entry and add the correct one.

Picture of Organizations data entry field with success message from addition

NOTE

Select a data entry form link from the Navigation Sidebar to continue adding and/or editing your personal information.


Instructions for Editing Organizations Data

Step 1

Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).

NOTE

If you are already editing the your personal information, skip to Step 2.

Step 2

Select the data entry form link from the Navigation Sidebar to display the Organizations data entry form.

Step 3

Open the edit page for the individual organization listing you wish to modify by selecting the link in the table of organization listings currently saved in the EIMS metadata record.

Picture of Organizations data entry form in report mode

Step 4

Edit fields as desired (see instructions below).

NOTE

Mandatory fields are indicated by an asterisk (*).

Picture of Organizations data entry form in edit mode

The following table provides definitions and instructions for each field. (Please see Conventions for an explanation of the form's buttons.)

Field	Definition / Instructions
Last Name	Your last name. You cannot edit this field.
First Name	Your first name. You cannot edit this field.
Organization	The organization with which you are affiliated. You cannot edit this field.
Role	Select the role you play in the specified organization from the pick list.

Step 5

Select Save, and a Success! message displays on the page indicating that the row (individual organization listing) has been updated (i.e., the changes you entered have been made in the EIMS database).

Picture of Organizations data entry field with success message from edit

NOTE

Select a data entry form link from the Navigation Sidebar to continue adding and/or editing your personal information.


Instructions for Deleting Organizations Data

Step 1

Select the Edit Personal Data / Change Password option from the Main Menu (or the Maintain Personal Data option for EIMS Administrators).

NOTE

If you are already editing your personal information, skip to Step 2.

Step 2

Select the data entry form link from the Navigation Sidebar to display the Organizations data entry form.

Step 3

Open the edit page for the individual organization listing you wish to delete by selecting the link in the table of organization listings currently saved in the EIMS metadata record.

Step 4

Select the Delete button to eliminate the specified organization listing from your personal information.

Picture of Organizations data entry form in edit mode with delete button highlighted

Step 5

Select OK to confirm the deletion, and a Success! message displays indicating that the row (individual organization listing) has been deleted.

Picture of Organizations data entry field with delete confirmation box

Picture of Organizations data entry field with success message from deletion

NOTE

Select a data entry form link from the Navigation Sidebar to continue adding and/or editing your personal information.




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