Skip to main content
Version: 3.1

Create an organization

Overview​

This flow describes how to create a government organization in Care. You create the organization under a parent organization in the Governance hierarchy.

Pre-requisites​

  • You are a Care superuser.
  • The parent organization for the new organization exists in the Governance hierarchy.

Permissions​

Care does not grant this action through a role permission.

AccessWhat it allows
Care superuserLets you create a government organization at any level of the hierarchy. Care blocks all other users.

Steps​

1. Open the Governance organizations​

Select Organizations in the Admin sidebar. Then select Governance.

Note: The Governance item under Organizations holds the government organizations. It is not the Governance section inside a responsibility.

2. Open the parent organization​

The left panel shows the organization tree. Select the parent organization for the new organization. Care shows the children of that organization at the right.

Note: Your deployment sets the maximum depth of the organization hierarchy.

3. Open the create form​

Click Add Organization. A sheet opens. The heading of the sheet reads "Create Department/Team". Care uses this same heading for all organization types.

4. Enter the organization details​

Complete the form fields.

ComponentsWhat it captures
NameThe name of the organization, for example a state name or a district name. Care requires a name.
DescriptionMore detail about the organization. This field is optional.

Note: The name must be different from the names of the other organizations at the same level of the same hierarchy.

5. Submit the form​

Click Create Organization.

Expected Outcome​

  • Care creates the organization under the parent organization that you selected.
  • Care shows the message "Organization created successfully".
  • The new organization shows in the organization tree and in the list of children.

Concepts:

Flows: