Steps to Add New Company Group and Companies - V7.3.3

Steps to Add New Company Group and Companies - V7.3.3

COMPANY GROUP

The ‘Company groups’ section enables the System Administrator to add and remove a company group. System Administrator can also manage the companies in a group.
Add New Company Group

Step 1: Click on the ‘Company groups’ node under ‘Company section’ from the left hand side tree hierarchy.
Step 2: Click on the ‘New’ button to add new company group in the system, as shown below:
NOTE: The search box and the drop down list will be disabled.
 
Step 3: Enter the new company group name that you wish to add in ‘Company group name’ textbox below.
Step 4: Click on the ‘Add’ button to add the company group into the system.

Step 5: The addition of the new group is confirmed by a pop-up as shown below. Click on the ‘OK’ button to complete the process.

Step 6: Once the new company group has been added, a confirmation message is displayed in the ‘Company group name‘ textbox as shown in the figure below.

COMPANY PROFILE
The ‘Company profiles’ section enables the System Administrator to add and modify a company’s profile (description of the company) and its subsidiaries using the ANALEC ResearchWise suite.

Create a New Company Profile
Step 1: Click on the ‘Company profiles’ node under ‘Company section’ from the left hand side tree hierarchy.
Step 2: Click on the ‘New’ button to add new company details in the system.

Step 3: On clicking on the ‘New’ button, the company search textbox and drop down box will become disabled.
Step 4: Type the relevant company details in the respective boxes as shown below and click on the ‘Add’ button to add the new company.


Note: The system would generate an error message, if the format of the text entered in the textboxes are incorrect. Please rectify the formats according to the error message displayed.

Step 5: A pop-up window will appear confirming the successful addition of the company. Click on the ‘Ok’ button to complete the process.

Step 6: A message will be displayed in ‘Company name’ textbox to confirm that the company has been added in the system, as shown in the below screen.

Manage Company Membership of a Company Group

Step 1: Click on the ‘Company group’ node under ‘Company section’ from the left hand side tree hierarchy.

Step 2: Enter the first few letters of the group name in the search box ‘Company group name’ and click on the ‘Search’ button or else enter ‘%’ in the search box to search for all the groups within ADBMS.

Step 3: All group names matching the search criterion will be populated in the drop down list below. Select the desired group from the drop down list as shown in the figure below.

Step 4: On selecting the group, the names of companies assigned to the group are displayed under the ‘Group’s companies’ (if assigned to the group).

Step 5: Add companies to the selected group
Step5.1: Expand an alphabet to find the list of companies starting with that alphabet. e.g., expand the list for the alphabet ‘A’ to view all companies whose names start with ‘A’.

Step5.2: Select the desired company from the list of available companies, e.g. ‘Analec Infotech Pvt. Limited (Malaysia)’.

Step5.3: Click greater-than button to add the selected company in the group.

Step5.4: The selected company appears in the ‘Group’s companies’ list box, as shown in the figure below.

Step5.5: If the selected company is already assigned to another group, the system displays a warning message. Click on the ‘Yes’ button to remove the company from the other group and to assign it to the one selected by you. Or else click ‘No’ and select some other company.

Step5.6: Follow the steps from Step5.1 to Step5.5 to add more companies to the group.

Note: The system does not allow selection of more than one company at a time.
 
Step 6: Remove companies from the selected group
Step6.1: From the list of available companies in the ‘Group’s companies’ box, select the company to be removed from the group.

Step6.2: Click less-than button to remove the selected company from the group. The company will be removed from the ‘Group’s companies’ box.

Step6.3: Follow the steps Step6.1 and step6.2 to remove more companies from the group.
Step6.4: To remove all the companies listed in ‘Group’s companies’ list box, click double less-than button.

Copyright

This document is the property of ANALEC and its subsidiaries. Under no circumstances, should any of this material be copied, transmitted, forwarded to any individual and/or organization without the explicit approval of the ANALEC and/or any of its Group companies. This information is strictly private and confidential between the ANALEC and their Customers. Any unauthorized distribution of this document is illegal.

© ANALEC. All Rights Reserved 

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