How to add a new institution?

Purpose of this article

Teaches how to create a new institution in a Multiple institution platform.

Before you start
Make sure you:
  • have the correct administrator permissions (“accounting-edit”)

  • are working in a “Multiple institution” system

  • have gathered institution-specific data, including:

    • Institution names, abbreviation

    • Country, location, address

    • Website

Instruction

Add new institution:

  • Log in as an administrator with the permissions “institutions-view”, and “institutions-edit” (included with the Role “Superuser”).

  • (optional) If your system has not been switched to “Multiple institution” mode:

    • From the Main menu, go to System > Settings > Within the “System” section, toggle the “Multiple institution” switch.

    • Save changes.

  • From the Main menu, go to Institutions > Institutions.

  • Scroll to the bottom of the page.

  • Click the “Add new institution” button.

  • Specify the name of the Institution.

  • Upload the logo

  • Add the Institution’s country, location, and address.

  • Add the URL of the Institution’s website.

  • (optional) Fill any additional optional fields desired.

  • Click on the “Locate automatically” button to have the map center on the entered address.

  • Save changes.

  • When the newly created Institution is ready to be published:

    • Navigate to the previous page by clicking on “back” at the top of the page (or find it by going from the Main menu to Institutions > Institutions.

    • Locate the Institution’s name and toggle the switch to “Online mode”.

Expected outcome of the instruction

A new institution will be created in the system. Departments and Courses/Programmes can now be created for this Institution.

Next steps

How to add and manage programs in a “multiple institution” platform.

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