WF32: Set Organization Details

Pre-requisites

• MADE Software: The MADE software installed on the computer.

Detailed Descriptions (numbered steps)

1. Access 'Organization Details' under the 'Preferences' tab of the Menu bar.
2. Organization Details may be imported from another installation of MADE.
3. Define the organization details that include name and contact information.
4. Importing existing Organization Details, by locating the file accordingly.
5. Expand 'Organization Details' in the tree and open the 'Organization Logo' page. Locate and select the image file to be defined as the Organization Logo.
6. Save the Organization details with the 'Apply' button on the Organization Details page.
7. Organization Details may be exported from this installation of MADE.
8. Export the organization details with the 'Export' button, defining name and save location of the export file.
9. Finalize the process of setting Organization Details with the 'Apply and Close' button.
10. Organization Details are set and shall appear in the key outputs of MADE.

Fields referenced in the diagram

• Define Organization Details: Organization Name, Postal Address, Phone Number, Fax Number, E-mail Address, Website
• Define Organization Logo: Organization Logo

Decision points

• Existing Organization Details File? — Yes → Import Organization Details; No → Define Organization Details.
• Export Organization Details? — No → Finalize Organization Details; Yes → Export Organization Details, then Finalize Organization Details.

Outputs

• Organization Details File: a file that contains organization name and contact information details that may be imported by other users into their MADE installations.

Screenshot walkthrough (captions/labels extracted)

Step 1: Access Organization Details

• 'Preferences' menu: Application Preferences, Project Preferences, Annotation Policy, Library Management, Modeling Preferences, Organization Details (highlighted), Warning Preferences, Bond Analysis Preferences, FCM Threshold Preferences, Criticality Profile Editor, Customize Taxonomy.

Step 3: Define Organization Details

• "Preferences (Filtered)" dialog, left nav: Annotation Policy, Auto Save, Features, General, Language, Libraries, Modeling, Organization Details (selected), Problems, Propagation Table, RCM, Reporting, User Profile. "Organization Details" panel — "Name & Contact Information": Organization name "PHM Technology", Postal address "9/120 Queens Pde\nFitzroy North 3068\nVIC Australia", Phone number "+61 1300 948 505", Fax number (empty), Email address "support@phmtechnology.com", Website "www.phmtechnology.com". Buttons "Import", "Export", "Restore Defaults", "Apply", "Apply and Close", "Cancel".

Step 6: Define Organization Logo

• "Preferences (Filtered)" dialog, tree expanded: Organization Details > Organization Logo (selected). "Organization Logo" panel: image preview showing "PHM Technology / Decisions better made" logo graphic. Filename field "PHMT Logo.jpg". Buttons "Browse", "Clear". Buttons "Restore Defaults", "Apply", "Apply and Close", "Cancel".

Step 6: Save Organization Details

• Same "Organization Logo" panel with "Apply and Close" button highlighted (red box) at bottom of dialog.