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Open any organization from the organizations list to reach its record. The top shows its name and its kind. Below are its details, its Locations, and the People at it, now and in the past. You need See on Organizations to open a record, and Change on Organizations to edit it or its locations.

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Details

The notes, when there are any, are shown below the fields.

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Editing an organization

Edit opens the same form used to add one, described in adding an organization, without the main location: an organization’s places are edited on its Locations card. Press Save changes, or Cancel to leave without saving. If you tick Our primary practice here, the practice that held it before loses it.

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Locations

The places the organization operates from: a practice with two clinics, a partner rescue with an intake centre and a thrift store. One of them is marked Main. The main location’s address and phone are the organization’s own, shown in the Contact column of the list. Add location asks for: A location needs an address or a phone number. The address is checked when you save, as it is for a person: see adding a person.
  • The first location added is the main one. Make main moves the mark to another.
  • Edit changes a location.
  • Remove takes a location away, after you confirm. It is not available on the main location while there are others: make another one main first. Removing the last location clears the organization’s address and phone. Removing cannot be undone.

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People

Everyone linked to this organization by an affiliation, in two lists: Current and Previously. Each shows the person’s name, their title (or their relationship to the organization, such as Employee or Board member), and the dates it covers. Click a name to open their record. Past affiliations stay listed on purpose. A medical record that names a vet at a practice was done by whoever worked there at the time, and this is where you find out who that was. People are added to an organization from their own record, on the Affiliations tab. When nobody has been added, this section says Nobody is recorded at this organization yet.

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Practices and vets elsewhere in the app

A veterinary practice in this directory, and the people affiliated with it, are what the rest of the app offers when it asks where animal care was done and by whom.
  • Medical records. When a medical item is not done at Our own clinic, you choose the Veterinary practice from your practices, then the Veterinarian (or Surgeon, on a procedure) from the people currently affiliated with that practice. Your primary practice is listed first and marked (ours); a practice that takes emergencies is marked · emergency. If nobody is currently recorded at the practice, the vet list is empty and says so. See medical care.
  • Spay or neuter. The medical summary’s Clinic is chosen from your veterinary practices. See the animal record.
  • Events. An event can be held at an organization, chosen as Or a venue. See events.
  • Employers. A person’s Employer (from the directory) is chosen from this directory. See the person record.
Because the vet list on a medical record comes from current affiliations, record a vet’s arrival and departure on their person record: add an affiliation when they start at a practice, and End it when they leave. Ending, rather than deleting, keeps older medical records pointing at the right person.