Update or delete contractor organizations

Update or remove the contractor organizations that are already in your account. You must have the Contractor Manager user role to edit organizations.

How to update organizations 

Your contractor organizations are constantly changing, so your OnLocation records need to reflect those changes.

There are three ways to update or delete contractor organizations:

Updating manually lets you edit more areas of the organization’s information; run action and CSV import enable you to edit basic information for multiple organizations.

If you need to record information not included in the default fields, add custom fields before updating your organizations. If you are editing multiple organizations, export your organization list after you've added the fields. The spreadsheet will contain both default and custom fields. 

Update or delete a single organization

Edit an organization

  1. Go to Tools > Contractor Manager.
  2. Click View next to the organization you want to edit. You can use the Keyword Search to find the organization you want to edit.

  3. Make any changes to any of the organization’s information. You can use the left-hand menu to skip to the relevant area. Make sure to save the page after each change.
  4. When all changes are made, click Save & Close or Back to Organizations List to return to the organizations list.

Delete an organization

Before you can delete an organization from OnLocation, you must remove any members attached to the organization. 

  1. Go to Tools > Contractor Manager.
  2. Click Delete next to the organization.

  3. Click Remove to confirm. 

Update or delete organizations using the run action menu

The run action menu gives you limited options to update organizations. You can run these actions on one or multiple organizations at once. The following options are available: 

  • Assign to Category Group - Assign organizations to a category group. 
  • Change Status to - Update the organizations' status. Choose Active, Pending, On-Hold, and Inactive. 
  • Assign Location Rights - Give selected organizations access to specific locations. 
  • Assign to Internal User Access Group - Assign organizations to Internal User Access Groups you've set up.
  • Change Contractor Type - Assign a contractor type to selected organizations.
  • Delete Organization - Remove selected organizations from your account. You can only delete an organization if no members are attached to it.

To use the run action menu: 

  1. Go to Tools > Contractor Manager.
  2. Select Organizations from the left-hand menu.
  3. Use the checkboxes on the right-hand side to select the organizations to update. 
  4. Click Run an action, then select the action you want to update.
  5. Click Run Action.

Update or delete organizations using the CSV template

You do not need to enter information for all fields in the template. Only the Legal Name and Status of Account are mandatory. If your account has required custom fields, you'll also need to complete this information.  The default fields that you can change by CSV import are:

  • Type
  • Name
  • Trading As
  • Legal ID
  • Legal ID Type
  • Phone Number
  • Email Address
  • Physical Address
  • Country, Status
  • Organization Owner
  • Location Permissions

To delete an organization, remove them from the template. Make sure they don't have any members linked in OnLocation before making this change. 

To update your organizations: 

  1. Go to Tools > Contractor Manager.
  2. Click Update Organizations.

  3. Select Export your Organization List.

  4. Open your file and make any changes. Do not change or remove any column headers for the file to import correctly. 
  5. Save your file in a CSV UTF-8 file format.
  6. In MRI OnLocation, return to the Update Organizations pop-up box and click Import List from a CSV File.

  7. Click Select CSV File, select the file from your computer and click Open.
  8. Click Upload CSV File.

  9. Check that the headings of your columns match the correct fields in OnLocation. This should happen automatically. 
  10. Select a Unique Identifier. This will match the records in your file with the ones in OnLocation. The most useful identifier to use when updating records is the System ID because the system creates it and is unique to every organization.
  11. (Optional) If you are deleting any organizations, select the Remove Existing Records checkbox.
  12. Click Submit for Validation.

  13. Click Confirm & Submit, then click Close.

You will receive an on-screen notification confirming that your organizations’ details have been updated.