About

The “Organisation Editor” tool empowers you and your local organisation/club members to take control of your own records and events. This comprehensive tool enables you to efficiently manage your organisation or club in the dashboard, make necessary modifications, and ensure accurate representation of associated records. Additionally, it provides a centralised platform for adding and editing events, streamlining the process for your organisation or club.

To gain editing access to your local organisation or club record, as well as its associated child records and events, please reach out to the Smart Community Forum in your community. They will provide you with the necessary permissions and support to effectively utilise this feature.

Editing Parent Record

To manage your local organisation or club effectively, you can make changes directly to your parent record in your community dashboard. By clicking on the “Edit” button, you will gain access to a range of editing options. Here’s what you can do:

Edit the Title: Modify the name of your organisation or club to accurately reflect its purpose or identity.

Summary Editing: Update or add to the summary section, providing a concise overview of your organisation or club’s activities, goals, or mission.

Assign Relevant Themes: Categorise your parent record by assigning appropriate T1, T2 and T3 themes that best represent the nature or focus of your organisation or club.

Add Images or Links/URLs: Enhance your parent record by including images or embedding links/URLs that provide additional information, showcase achievements, or offer relevant resources.

Associate Existing Records: Connect associated or child records from your plan to your parent record. This feature allows you to establish relationships and maintain a comprehensive overview of your organisation or club’s various components.

Once you have made the desired changes, click on the “Submit” button to save them and ensure they take effect.

Adding/Editing Child Records

In the Organisation Editor for your local organisation or club, you have the ability to include various child records that are associated with it. These child records can fall into different categories:

Asset – Have: These are the physical items that your club or organization owns or manages, such as a clubhouse or pitches.

Project – Past: This category includes simple projects that you have worked on in the last 12 months, as well as notable projects undertaken within the past 10 years.

Project – Present: Here, you can list the projects you are currently working on.

Project – Future: This category is for projects that you have planned and will definitely be working on in the future.

Project – Idea: Use this category for ideas that you would like to pursue but are still awaiting confirmation or certainty.

While not essential, Goal record type can be added to outline your general ambitions and aspirations. These record types serve as key components to be added to the dashboard.

To manage these child records, you have the following available features:

Edit Existing Child Records: Click on “Edit” to modify the title, edit or add to the summary, assign relevant themes, and include images or links/URLs relevant to that record.

Delete Existing Child Records: Click on “Delete” if that record is not associated with your local organisation or club.

Add New Child Records: You can either select a record from the list of suggested standard records or add a ‘Blank Record’ that you can later customise.

Once you have made the desired changes, click “Submit” to save them and ensure they are applied successfully.

Adding/Editing Events

On this page, you can conveniently manage all the events associated with your local organisation or club. It offers a range of features to add and edit your local organisation or club’s events to keep your calendar up to date.

View Events List: You will find a comprehensive list of all the events pertaining to your organisation or club. This allows you to review and access event details easily.

Editing Events: If any modifications are required for an event, simply click on it to access the editing options. You can update event information such as title, date, time, location, description, and any other relevant details.

Adding New Events: To create a new event, click on the “Add Event” button. You have the flexibility to add both one-off and recurring events. Fill in the necessary details, such as event name, date(s), time(s), location, description, and any other pertinent information.

Events Calendar View: In addition to the event list, you will have access to an events calendar display. This visual representation provides a convenient overview of event dates and helps you manage your organisation or club’s schedule effectively.

Remember to save your changes by clicking the appropriate button after editing or adding events.