Offices are the primary organizational component in CLIFF and are used to establish ownership of Logs; and create Referrals. For more information about offices see Configuring Offices. See Table Maintenance for general help on maintaining Offices. The following provides additional help specific to Offices.

The following is office form for adding and changing office attributes. Note that an office cannot be deleted if it has been assigned to a Log or Referral.

Data Fields

Name

Enter a unique name for the Office. If this is an existing office and you change its name, all Logs and Referrals that contain that name will be automatically updated with the new name. Note: You may not change the Office Name if there are other users currently logged in to CLIFF. If other users are currently logged in, CLIFF will change the office name to read-only.

Group

Select a group from the pop-up. This is an optional entry and only necessary if your organization is using Groups.

This Office is now obsolete

If an office is no longer used but you cannot delete it because it is used in historical Logs or Referrals, make it obsolete. This removes it from all pop-up lists and prevents it from being assigned to new Logs or Referrals.

Merging Office

To merge an office with another office, click this check box and enter the "TO" office name in the name field. This will merge all Logs, Referrals, Templates, User Accounts, Distribution Lists, and Reports from this Office to the specified "To" Office. Warning: This merge is permanent. It is recommended that you have your database backed up before merging offices.

New Logs created by this Office default to confidential

Any Logs created by this Office are automatically made confidential.

Users for Office

Assign User Account(s) to the office by clicking on one or more accounts in the available list and clicking on the button.

Address and Contact information

This is optional.

E-mail

The e-mail address where e-mail reports should be sent to. This is a required field if e-mail reports are to be sent from this office.

CC

Additional e-mail addresses for reports.

Shared Offices

If you want Logs created by this office to be automatically shared with other offices, Assign the offices as required. Note that only new Logs will be automatically shared. Logs that are imported or moved from another office will not be automatically shared. Instead of automatic sharing you may want to give users in other offices access to this office.