Creating unit directory entries

Units are nested under a parent directory entry and will automatically be assumed to have the same information as the parent, unless specific values are assigned. In general, it is recommended that new directory entries be created as children of your institution’s primary entry. If you have a reason to need another root level entry, please talk to you service provider first about your specific needs.

To create a new unit:

1. Open the Directory app.

2. Navigate to an existing Directory entry.

3. From the “Actions” menu on the directory record, select “Create unit.”

4. Add the name and other details for your entry.

   1. For the Type field, use “institution” or “branch.” It is not recommended that you create a consortium manually at this time.

   2. For the slug field, enter a unique value that can be used to identify the entry. This cannot be changed after it is created.

   3. For the Symbols field, a unique value that pertains to the branch must be entered. Do not re-enter or duplicate the ISIL symbol configured in your root directory entry. The unit(s) created will inherit the parent ISIL symbol by default. If branch units share a common symbol such as a shipping code symbol, add a unique identifier to the end of the common symbol to make it unique.

   4. Populate addresses and contact information.

5. If you wish to make your entry a pickup location, please see Creating and managing pick-up locations.

6. Save your record.

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