This article outlines the key fields in the SEP Organization Record, helping users accurately enter and manage organizational data such as contact details, administrative notes, and geographic groupings
Organization Record Fields | |
Field |
Description |
| ID | The unique identifier assigned to the organization that distinguishes it from all other organizations. |
| Name | Required. Name of the organization. |
| Type |
Required. Type of organization, for example, parish and elementary school. When importing organizations, use the Organization Type Code in the Lookup category. |
| Vicariate/Deanery | Group to which the organization belongs within a given geographic area for purposes of administration. |
| Main Contact | Principal contact person. |
| Phone | Phone number of main contact person. |
| Organization's email address. | |
| Fax | Organization's fax number. |
| Admin Notes |
Comments field where an Admin user can view and enter notes about the organization. This is a permission-protected field. A user must have Admin > Organizations > View Admin Notes permission assigned to their role to view and modify this field in an organization's record. |
| Address 1 | Street number and name. |
| Address 2 | Apartment number, suite, or other secondary address information. |
| City | City name. |
| State | State name. |
| Postal Code | Zip Code or postal code. |
| Country | Name of country in which the organization is located. |
| Region | Group to which the organization belongs within a given geographic area for purposes of administration. |
| Reference | Optional field that enables your organization to track a reference value. For example, if your diocese uses an internal numbering system to identify organizations, you can enter that number in this field. |
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