IWeb Provider Recruitment and Tracking Module User Guide

Provider Recruitment - Organization (IRMS) Menu

The Provider Recruitment Organization (IRMS) menu contains the following links:

Search/Add
Search Results (available after the first search)
Detail (available after the first search)
Group Management

Search for and Add an Organization (IRMS)

Before adding a new Organization (IRMS), you must first conduct a search to make sure it does not already exist in the system.

To search for an Organization (IRMS), click Organization (IRMS) > Search/Add on the menu. The Organization (IRMS) Maintenance page appears. Enter the search criteria (optional) and click Search. The search results appear in the Search Results section of the screen.

To increase the number of search results, enter fewer search criteria. To narrow the search results (to shorten the list), enter more search criteria.

To view details about an Organization (IRMS), click the arrow button in the Select column for that Organization (IRMS) in the list. The Organization (IRMS) Maintenance [Details] page opens where, depending on your access level and permissions, you can view the information, create an order set, edit the details, and create new notes.

The Interest in Pandemic Network field displays on the Organization (IRMS) Maintenance [Details] page, but not on the Organization (IRMS) Maintenance [Edit] page. This field is automatically populated based on whether or not the Organization (IRMS) has indicated an interest in becoming a pandemic vaccine provider.

When searching for an Organization (IRMS), these are the criteria you can use to conduct your search:

Field	Description
Inactive Status	To search for organizations with a specific status, select it from the drop-down list: All Organization (IRMS) (default), Active Only, or Inactive Only. The option is selected automatically.
Organization (IRMS) ID / Name	To search for a specific organization name or number, select it from the drop-down list, after which the option is automatically selected. If an Organization (IRMS) was selected after login, it is already selected here.
Organization (IRMS) ID	To search for an organization with a specific ID number, enter the number, after which the option is selected automatically.
Organization (IRMS) Name	To search for a specific organization by name, enter part or all of the name. The option is then selected automatically.
City	To search for an organization in a specific city, enter it here, after which the checkbox is automatically selected.
Zip Code	To search for an organization with a specific zip code, enter it here, after which the checkbox is automatically selected.
Phone	To search for an organization with a specific phone number, enter it here, after which the checkbox is automatically selected.
District / Region	To search for an organization within a specific district or region, enter the district/region name here, after which the checkbox is automatically selected.
VFC PIN (All Except Wyoming)	To search for an organization with a specific VFC PIN, select the VFC PIN from the drop-down list, after which the checkbox is automatically selected.
WYVIP PIN (Wyoming)	To search for an organiation with a specific WYVIP PIN, select it from the drop-down list, after which the checkbox is automatically selected.

The following fields and buttons are displayed in the Search Results section of the page:

Field/Button	Description
Select	Click this button to view the Organization's details on the Organization (IRMS) Maintenance [Details] page. Authorized users can click Edit to edit the details (see Search/Add/Edit Organizations (IRMS) in the IWeb User Guide for more information). Click Back to return to the search results list.
Organization (IRMS) ID	The Organization's ID number.
VFC PIN	The Organization's VFC PIN number.
Organization (IRMS) Name	The name of the Organization.
Inactive	If this field contains a Y value, the Organization is currently inactive.
Recruiting Status	The Organization's current recruiting status, if any.
Contact	The name of the contact person for the Organization.
Phone	The phone number for the Organization's contact person.
View Report	Click this button to view the Organization (IRMS) Report in a new browser tab or window. Use the browser's print feature to print the report.
Add	Click this button to add the Organization. If any information was entered in the search fields, it is pre-populated on the Organization (IRMS) Maintenance [Add] page. See Search/Add/Edit Organizations (IRMS) in the IWeb User Guide for more information.

Redisplay Search Results

Once you have conducted an Organization (IRMS) search, the Organization (IRMS) > Search Results link becomes available on the menu. If no Organization (IRMS) search has yet been performed, the link is disabled.

To view the results for a previous Organization (IRMS) search, click Organization (IRMS) > Search Results. The Organization (IRMS) Maintenance page appears with the search results.

Redisplay Organization Details

Once you have conducted an Organization (IRMS) search and viewed the Organization (IRMS) Maintenance [Details] page for an Organization, the Organization (IRMS) > Detail link becomes available on the menu. If no Organization (IRMS) search has yet been performed, or if a search was performed but the Organization (IRMS) Maintenance [Details] page was not viewed for an Organization (IRMS), the link is disabled. The Organization (IRMS) > Detail link takes you to the information for the most recently viewed Organization.

To view the Organization (IRMS) Maintenance [Details] page for the most recently viewed Organization (IRMS), click Organization (IRMS) > Detail. The Organization (IRMS) Maintenance [Details] page appears for that Organization.

Authorized users can edit the details for the Organization by clicking Edit. See Edit an Organization (IRMS) in the IWeb User Guide more information.

Organization Group Management

The Organization (IRMS) Group Management feature is used to create a hierarchy of organizations. One Organization can "own" a group of others and have a parent/child relationship.

The following information relates to group management:

As a prerequisite, an Organization must be created first, before it is added to a group.
An Organization cannot be added as a group member if it is the group owner.
An Organization group owner cannot be a member of any other group.
An Organization group member can be a member of multiple groups as long as it is not the group owner of any groups.

For more information and instructions on how to create an Organization Group, see the Organization Group Management topic in the IWeb User Guide.