Changing an org9

If you need to change an org9, follow the steps below.

To change an org9

1. From the JAMIS Administration home page > Setup tab, under Master Files, click Organizations. Or, from the top of any JAMIS Administration screen, click Master Files > Organizations. The Org9 Setup screen appears.

2. In the Filters section, enter one or more search criteria for the org9 that you want to change. Your filter choices are: org9 code, description, manager ID.
   
   Hints: You can enter partial information in a filter field, such as 1 to retrieve all org9 codes that begin with 1, or %1 to retrieve all org9 codes that contain the number 1. You can click to the right of the Manager ID field to look up valid IDs. You can leave all filter fields blank to retrieve all org9 records.

3. Click Retrieve to list org9 records that match the criteria you entered. The results appear in the bottom section of the screen.

4. If needed, scroll to find the org9 that you want to change. JAMIS displays the records in ascending order by org9 code. You can sort the list differently by clicking the appropriate column heading once or twice.

5. Click Edit to the left of the org9 that you want to change. JAMIS makes the fields that you can change editable.

6. Change data for the org9 as needed.

7. Click Update to commit your changes to the org9 data.

8. Repeat the appropriate steps as needed to change data for additional org9 records.

Note that while editing an org9, if you haven’t clicked Update yet, you can click Cancel to undo any changes that you’ve made to the record.