In your assessment’s Organization Information menu, you’ll have the ability to add, edit, or delete data relating to your organization and the points of contact within that organization.
All organization information entered will be used to auto-populate deliverables, upon generation, should they require any organization information.
Locate System Information
From the Assessment Dashboard, if you look to the left-side panel, you’ll see a number of options.
Org Info will be the first option available below the main Dashboard link.
General Organization Information
Organization information is used extensively throughout most deliverables. When you enter information here, it auto-populates any deliverable with the information entered as many times as needed throughout a document.
There are four basic fields to fill in:
- Organization City, State, & ZIP
- Organization Name
- Organization Street Address
- Organization Suite
System Owner Information
The information attributed here should reflect that of the system owner. It gives their basic information as well as contact information.
The six fields are:
- System Owner Email
- System Owner Name
- System Owner Title
- System Owner Organization
- System Owner Address
- System Owner Phone
Additional Points of Contact
The Additional POC panel and its associated panel are used to add points of contact that may be necessary to your assessment.
From the Additional POC panel, you can add or delete additional contacts with the blue plus icon or the red trash can icon.
Once a contact has been added, you can modify that contact’s information in the panel to the right.
If you would like to edit or delete a different contact, select their name from the Additional POC panel.
You can add the contact’s Name, POC Type, Title, Organization, Address, Phone, and Email.
Organization Logo
To add a logo for your organization, navigate to the panel label “Organization Logo”. Click in the box underneath and you’ll be prompted to upload a file. Once confirmed, you should see your logo appear in the panel.
This logo will now be auto-populated in deliverables should it be required.