Organisation MainSearch/en - Revision history

FuzzyBot: Updating to match new version of source page

2023-10-25T07:42:49Z

Updating to match new version of source page

← Older revision		Revision as of 07:42, 25 October 2023
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	:** [[{{Link}}ReportParams_1268\|Activity report]]		:** [[{{Link}}ReportParams_1268\|Activity report]]
	:* '''Attributes'''		:* '''Attributes'''
	~~:** Update attribute - Allows you to set [[{{Link}}Attribute\|attribute]] values~~		:** [[{{Link}}ApplikationAdmin_AttributeReport\|Show report]] - Allows you to show a report with the attributes
	:** [[{{Link}}ApplikationAdmin_AttributeReport\|Show report - Allows you to show a report with the attributes]]
	:** Send e-mail with attributes - To send an e-mail with attributes		:** Send e-mail with attributes - To send an e-mail with attributes
			:** Update multiple attributes - Read more about how to [[{{Link}}Organisation_EditMultipleObjects\|update multiple attributes]]
			:** Quick update single attribute - Updates a single attribute on selected object(s), leave the value empty to erase the attribute value
	:* '''Send e-mail to owner(s) of the object(s)''' - To send e-mail		:* '''Send e-mail to owner(s) of the object(s)''' - To send e-mail
	:* '''Handle multiple objects''' - Read more about how to [[{{Link}}Organisation_EditMultipleObjects\|handle multiple objects]]		:* '''Handle multiple objects''' - Read more about how to [[{{Link}}Organisation_EditMultipleObjects\|handle multiple objects]]
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	:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]		:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]
	:* '''Book service''' - Read more about how to [[{{Link}}Biller Main\|book services]]		:* '''Book service''' - Read more about how to [[{{Link}}Biller Main\|book services]]
			:* '''Unsubscribe service''' - Read more about how to [[{{Link}}Biller EditDevice\|unsubscribe services]]
	:* '''Move''' - Moves the item to a new organization group		:* '''Move''' - Moves the item to a new organization group
	:* '''Reports''' - Access to a selection of reports adjusted to search result		:* '''Reports''' - Access to a selection of reports adjusted to search result
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	:* '''Add to consumption group''' - Adds selected items to the selected [[{{Link}}Consumption Group\|consumption group]]		:* '''Add to consumption group''' - Adds selected items to the selected [[{{Link}}Consumption Group\|consumption group]]
	:* '''Attributes'''		:* '''Attributes'''
	~~:** Update attribute - Allows you to set [[{{Link}}Attribute\|attribute]] values~~		:** [[{{Link}}ApplikationAdmin_AttributeReport\|Show report]] - Allows you to show a report with the attributes
	:** [[{{Link}}ApplikationAdmin_AttributeReport\|Show report - Allows you to show a report with the attributes]]
	:** Send e-mail with attributes - To send an e-mail with attributes		:** Send e-mail with attributes - To send an e-mail with attributes
			:** Update multiple attributes - Read more about how to [[{{Link}}Organisation_MultiEditAttributesOrgPerson\|update multiple attributes]]
			:** Quick update single attribute - Updates a single attribute on selected person(s), leave the value empty to erase the attribute value
	:* '''Send e-mail to person(s)''' - To send e-mail(s)		:* '''Send e-mail to person(s)''' - To send e-mail(s)
	:* '''ProOpinion'''		:* '''ProOpinion'''
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	:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]		:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]
	:* '''Book service''' - Read more about how to [[{{Link}}Biller Main\|book services]]		:* '''Book service''' - Read more about how to [[{{Link}}Biller Main\|book services]]
			:* '''Unsubscribe service''' - Read more about how to [[{{Link}}Biller EditDevice\|unsubscribe services]]
	:* '''Move''' - Moves the item to a new organization group		:* '''Move''' - Moves the item to a new organization group
	:* '''Reports''' - Access to a selection of reports adjusted to search result		:* '''Reports''' - Access to a selection of reports adjusted to search result
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	:** [[{{Link}}ReportParams_5131\|Availability report]]		:** [[{{Link}}ReportParams_5131\|Availability report]]
	:* '''Attributes'''		:* '''Attributes'''
	~~:** Update attribute - Allows you to set [[{{Link}}Attribute\|attribute]] values~~
	:** [[{{Link}}ApplikationAdmin_AttributeReport\|Show report - Allows you to show a report with the attributes]]		:** [[{{Link}}ApplikationAdmin_AttributeReport\|Show report - Allows you to show a report with the attributes]]
	:** Send e-mail with attributes - To send an e-mail with attributes		:** Send e-mail with attributes - To send an e-mail with attributes
			:** Update multiple attributes - Read more about how to [[{{Link}}Organisation_MultiEditAttributesOrgPerson\|update multiple attributes]]
			:** Quick update single attribute - Updates a single attribute on selected organization group(s), leave the value empty to erase the attribute value
	:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel		:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

FuzzyBot: Updating to match new version of source page

2023-09-07T07:23:46Z

Updating to match new version of source page

← Older revision		Revision as of 07:23, 7 September 2023
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	== Search ==~~TEST~~		== Search ==

	The ''Search'' view is used for searching for [[{{Link}}Object\|object]], [[{{Link}}Person\|person]] and [[{{Link}}Organisation Group\|organization group]].		The ''Search'' view is used for searching for [[{{Link}}Object\|object]], [[{{Link}}Person\|person]] and [[{{Link}}Organisation Group\|organization group]].
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	:** Send e-mail with attributes - To send an e-mail with attributes		:** Send e-mail with attributes - To send an e-mail with attributes
	:* '''Send e-mail to owner(s) of the object(s)''' - To send e-mail		:* '''Send e-mail to owner(s) of the object(s)''' - To send e-mail
			:* '''Handle multiple objects''' - Read more about how to [[{{Link}}Organisation_EditMultipleObjects\|handle multiple objects]]
	:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel		:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

FuzzyBot: Updating to match new version of source page

2023-03-09T06:55:05Z

Updating to match new version of source page

← Older revision		Revision as of 06:55, 9 March 2023
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	== Search ==		== Search ==TEST

	The ''Search'' view is used for searching for [[{{Link}}Object\|object]], [[{{Link}}Person\|person]] and [[{{Link}}Organisation Group\|organization group]].		The ''Search'' view is used for searching for [[{{Link}}Object\|object]], [[{{Link}}Person\|person]] and [[{{Link}}Organisation Group\|organization group]].

			=== How to - Show the Search View ===
	=== How to - Show the Search View ===

	# Click [[Image:Icon Main Search.png]] '''Search'''		# Click [[Image:Icon Main Search.png]] '''Search'''

	=== How to - Use the Search Function ===		=== How to - Use the Search Function ===

	# Ensure that '''Search''' is selected in the menu		# Ensure that '''Search''' is selected in the menu
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	#::: '''Note:''' To cancel a search is only possible in the first part of the search process and the cancel button will be grayed out when the possibility has past		#::: '''Note:''' To cancel a search is only possible in the first part of the search process and the cancel button will be grayed out when the possibility has past
	# Click the row to expand the section and show a table with the items		# Click the row to expand the section and show a table with the items


	'''Note:''' The Search result and settings used for a search is cashed during the web session. After an action is made in the search result you may click back to get back to the search result again. The search result is cached until a new search is done or settings for the search is changed, reset by pressing F5 button or restart the web browser.		'''Note:''' The Search result and settings used for a search is cashed during the web session. After an action is made in the search result you may click back to get back to the search result again. The search result is cached until a new search is done or settings for the search is changed, reset by pressing F5 button or restart the web browser.

			=== How to - Search in Attributes===
	=== How to - Search in Attributes===

	# To search for items using their attribute values, select '''search in attributes''' in the menu at the top of the page		# To search for items using their attribute values, select '''search in attributes''' in the menu at the top of the page
	# Read more about [[{{Link}}ApplikationAdmin SearchInAttributes\|how to search in attributes]]		# Read more about [[{{Link}}ApplikationAdmin SearchInAttributes\|how to search in attributes]]

			=== How to - Interpret the Search Results ===

	~~=== How to - Interpret the Search Results ===~~		==== Objects ====


	==== Objects ====

	:* '''Name''' - the name of the object		:* '''Name''' - the name of the object
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	:* [[{{Link}}Organisation Group\|Organization group]] - the organization group the object belongs to		:* [[{{Link}}Organisation Group\|Organization group]] - the organization group the object belongs to
	:* '''Matched services''' - shows matched services booked on object, if multiple hits in a drop-down list		:* '''Matched services''' - shows matched services booked on object, if multiple hits in a drop-down list


	==== Persons ====		==== Persons ====
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	:* '''Matched services''' - shows matched services booked on person, if multiple hits in a drop-down list		:* '''Matched services''' - shows matched services booked on person, if multiple hits in a drop-down list

			==== Organization Groups ====
	==== Organization Groups ====

	:* '''Name''' - the name of the organization group		:* '''Name''' - the name of the organization group
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	:* '''Inactive''' - if checked, the group is inactive		:* '''Inactive''' - if checked, the group is inactive

			=== How to - Sort or Filter the Search Results ===
	=== How to - Sort or Filter the Search Results ===

	# To sort the search result:		# To sort the search result:
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	#:* Click the filter button [[Image:Icon Filter.png]] in a column header to select what values to show		#:* Click the filter button [[Image:Icon Filter.png]] in a column header to select what values to show
	#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''		#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''


	=== How to - Perform Actions on Items ===		=== How to - Perform Actions on Items ===
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	# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select your action		# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select your action

			==== Objects ====
	==== Objects ====

	:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]		:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]
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	:* '''Send e-mail to owner(s) of the object(s)''' - To send e-mail		:* '''Send e-mail to owner(s) of the object(s)''' - To send e-mail
	:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel		:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel


	==== Persons ====		==== Persons ====
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	:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel		:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

			==== Organization Groups ====
	==== Organization Groups ====

	:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]		:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag\|bag]]
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	:** Send e-mail with attributes - To send an e-mail with attributes		:** Send e-mail with attributes - To send an e-mail with attributes
	:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel		:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel


	{{:ApplikationAdmin_SearchInAttributes}}		{{:ApplikationAdmin_SearchInAttributes}}
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	To edit bags, e.g. change the name of the bag or add/delete bag members:		To edit bags, e.g. change the name of the bag or add/delete bag members:


	# Click '''Links''' [[Image:Icon Links.png]] and select '''Edit bags'''		# Click '''Links''' [[Image:Icon Links.png]] and select '''Edit bags'''
	# Read more about [[{{Link}}Organisation BagList\|how to edit bags]]		# Read more about [[{{Link}}Organisation BagList\|how to edit bags]]



	[[Category:F01{{Langcat\|Organisation MainSearch}}]]		[[Category:F01{{Langcat\|Organisation MainSearch}}]]

FuzzyBot: Updating to match new version of source page

2022-12-16T09:20:28Z

Updating to match new version of source page

New page

== Search ==

The ''Search'' view is used for searching for [[{{Link}}Object|object]], [[{{Link}}Person|person]] and [[{{Link}}Organisation Group|organization group]].

=== How to - Show the Search View ===

# Click [[Image:Icon Main Search.png]] '''Search'''

=== How to - Use the Search Function ===

# Ensure that '''Search''' is selected in the menu
# Check the boxes for what you want to search for: [[{{Link}}Object|object]], [[{{Link}}Person|person]] and/or [[{{Link}}Organisation Group|organization group]]
# Open the menu for each type and make additional selections if needed, e.g. select subcategories or additional search parameters
#:* On object you can choose to search particular [[{{Link}}Object Type|object types]] and/or '''extended search'''
#:::* Info - search on given info on object
#:::* Owner - search on person or e-mail connected to object/s
#:::* Services - search on service name booked on object or text set in booking info field when booking was made
#:::* Old OTC services - search on old service name booked on object or text set in booking info field when booking was made
#:::* [[{{Link}}Teleopti Pro is master|Pro 9 is master]] - search on object marked as Pro 9 is master
#:::* Unit path - search on organization tree structure e.g. level 0/level 1/level 2/level 3
#:* On person, you can choose to search on active/inactive persons and/or '''extended search'''
#:::* E-mail - search on e-mail connected to a person
#:::* Services - search on service name booked on person or text set in booking info field when booking was made
#:::* Old OTC services - search on old service name booked on person or text set in booking info field when booking was made
#:::* Title - search on given title on person
#:::* Info - search on given info on person
#:::* Manager - search on all persons connected to a specific manager
#:::* Is manager - search on person marked as manager
#:::* ProOpinion user - search on person with a user connected to [[{{Link}}ProOpinion|ProOpinion]]
#:* On organization group, you can choose to search on a specific organization level and/or '''extended search'''
#:::* Services - search on service name booked on organization group or text set in booking info field when booking was made
#:::* Old OTC services - search on old service name booked on organization group or text set in booking info field when booking was made
#:::* Unit path - search on organization tree structure e.g. level 0/level 1/level 2/level 3
# Enter the name (or a part of the name) of the object, person, or organization group
#:* To show all items of the selected type, leave field blank, enter '''*''' or enter '''%''' in the search field
#:* To show all items that start with xyz, enter '''xyz%'''
#:* To show all items that end with xyz, enter '''%xyz'''
#:* To show all items where xyz is in the middle, enter '''%xyz%'''
#:* To show multiple separate items, enter '''xyz zyx'''
#:* To show a specific sentence, enter '''"xyz zyx"'''
#:* If you write space as the first character, that will be included in the search
# Click '''search''' (the search result is presented with a row for each type, and within parentheses the number of items of that type)
#:* Click '''cancel''' if you like to cancel your search
#::: '''Note:''' To cancel a search is only possible in the first part of the search process and the cancel button will be grayed out when the possibility has past
# Click the row to expand the section and show a table with the items

'''Note:''' The Search result and settings used for a search is cashed during the web session. After an action is made in the search result you may click back to get back to the search result again. The search result is cached until a new search is done or settings for the search is changed, reset by pressing F5 button or restart the web browser.

=== How to - Search in Attributes===

# To search for items using their attribute values, select '''search in attributes''' in the menu at the top of the page
# Read more about [[{{Link}}ApplikationAdmin SearchInAttributes|how to search in attributes]]

=== How to - Interpret the Search Results ===

==== Objects ====

:* '''Name''' - the name of the object
:* [[{{Link}}Node|Node]] - the node the object is connected to
:* [[{{Link}}Object Type|Type]] - the object type the object has
:* [[{{Link}}Person|Person]] - shows if the object is associated with a person
:* '''Info''' - usually shows the name of the person who is connected to the object (used when not using the person function)
:* '''Date''' - shows the start date of the object on current organization group
:* [[{{Link}}Organisation Group|Organization group]] - the organization group the object belongs to
:* '''Matched services''' - shows matched services booked on object, if multiple hits in a drop-down list

==== Persons ====

:* '''ID''' - the unique ID for the person
:* '''First name''' - the person's first name
:* '''Last name''' - the person's last name
:* '''E-mail address''' - the person's e-mail address
:* '''Title''' - the person's title
:* [[{{Link}}Consumption Group|Consumption group]] - the consumption group the person belongs to, if any
:* '''Info''' - any additional information
:* '''Matched services''' - shows matched services booked on person, if multiple hits in a drop-down list

==== Organization Groups ====

:* '''Name''' - the name of the organization group
:* [[{{Link}}Organisation Level|Organization level]] - the organization level the organization group belongs to
:* [[{{Link}}Main Group|Main group]] - the name of the main group the organization group belongs to
:* '''Organization tree''' - cost center/organization groups/main group
:* '''Inactive''' - if checked, the group is inactive

=== How to - Sort or Filter the Search Results ===

# To sort the search result:
#:* Click the column header you want to sort on
#:* One more click reverses the sort order
# To filter your search results:
#:* Use the [[{{Link}}Toolbar|toolbar]]
#:*: - or -
#:* Click the filter button [[Image:Icon Filter.png]] in a column header to select what values to show
#:** ''The filter button [[Image:Icon Filter.png]] is highlighted in blue when filter is applied''

=== How to - Perform Actions on Items ===

The main reason to do a search is to find some items and perform an action on them, e.g. book services on selected objects, add selected persons to a consumption group or add selected organization groups to a bag.

Which actions that are available in the action menu depends on the selection you have made, e.g. if you have selected objects or organization groups and if you have selected one or more items.

# In the search results, check the box for each item you want to perform the action on
#:* If only one hit in main search you can use action drop directly
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select your action

==== Objects ====

:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag|bag]]
:* '''Add to answer group''' - Adds selected items to the selected [[{{Link}}Answer Group|answer group]]
:* '''Book service''' - Read more about how to [[{{Link}}Biller Main|book services]]
:* '''Unsubscribe service''' - Read more about how to [[{{Link}}Biller EditDevice|unsubscribe services]]
:* '''Move''' - Moves the item to a new organization group
:* '''Make the objects owner into a ProOpinion user''' - To make the objects owner a user in [[{{Link}}ProOpinion|ProOpinion]] ''(By system setting the option to remove user name in invitation is possible)''
:* '''Reports''' - Access to a selection of reports adjusted to search result ''(If use of separate period lists for main groups, this option is not available when choosing objects from different main groups at the same time.)''
:** [[{{Link}}ReportParams_1041|Object cost specification]]
:** [[{{Link}}ReportParams_1129|Object cost summary]]
:** [[{{Link}}ReportParams_1197|Call detail on organization group]]
:** [[{{Link}}ReportParams_5131|Availability report]]
:** [[{{Link}}ReportParams_1268|Activity report]]
:* '''Attributes'''
:** Update attribute - Allows you to set [[{{Link}}Attribute|attribute]] values
:** [[{{Link}}ApplikationAdmin_AttributeReport|Show report - Allows you to show a report with the attributes]]
:** Send e-mail with attributes - To send an e-mail with attributes
:* '''Send e-mail to owner(s) of the object(s)''' - To send e-mail
:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

==== Persons ====

:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag|bag]]
:* '''Book service''' - Read more about how to [[{{Link}}Biller Main|book services]]
:* '''Move''' - Moves the item to a new organization group
:* '''Reports''' - Access to a selection of reports adjusted to search result
:** [[{{Link}}ReportParams_1041|Object cost specification]]
:** [[{{Link}}ReportParams_1129|Object cost summary]]
:** [[{{Link}}ReportParams_5093|Personal communication cost]]
:* '''Add to consumption group''' - Adds selected items to the selected [[{{Link}}Consumption Group|consumption group]]
:* '''Attributes'''
:** Update attribute - Allows you to set [[{{Link}}Attribute|attribute]] values
:** [[{{Link}}ApplikationAdmin_AttributeReport|Show report - Allows you to show a report with the attributes]]
:** Send e-mail with attributes - To send an e-mail with attributes
:* '''Send e-mail to person(s)''' - To send e-mail(s)
:* '''ProOpinion'''
:** Make the person a ProOpinion user - To make the person a user in [[{{Link}}ProOpinion|ProOpinion]] ''(By system setting the option to remove user name in invitation is possible)''
:** Remove ProOpinion role - To remove the role ProOpinion on the user connected to the person
:* '''Delete''' - Deletes the selected item
:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

==== Organization Groups ====

:* '''Add to bag''' - Adds selected items to the selected [[{{Link}}Bag|bag]]
:* '''Book service''' - Read more about how to [[{{Link}}Biller Main|book services]]
:* '''Move''' - Moves the item to a new organization group
:* '''Reports''' - Access to a selection of reports adjusted to search result
:** [[{{Link}}ReportParams_1041|Object cost specification]]
:** [[{{Link}}ReportParams_1129|Object cost summary]]
:** [[{{Link}}ReportParams_5092|Unit communication cost]]
:** [[{{Link}}ReportParams_1043|Organization group and object cost summary]]
:** [[{{Link}}ReportParams_1040|Organization group cost summary]]
:** [[{{Link}}ReportParams_1042|Organization group cost summary (including spec)]]
:** [[{{Link}}ReportParams_1235|Organization group summary]]
:** [[{{Link}}ReportParams_1121|Top cost]]
:** [[{{Link}}ReportParams_5131|Availability report]]
:* '''Attributes'''
:** Update attribute - Allows you to set [[{{Link}}Attribute|attribute]] values
:** [[{{Link}}ApplikationAdmin_AttributeReport|Show report - Allows you to show a report with the attributes]]
:** Send e-mail with attributes - To send an e-mail with attributes
:* '''Export to file''' - Exports selected items to a file, and you can select how to separate the items; with semicolon, tab, comma or excel

{{:ApplikationAdmin_SearchInAttributes}}

{{:Organisation_BagList}}

=== How to - Edit bags ===

To edit bags, e.g. change the name of the bag or add/delete bag members:

# Click '''Links''' [[Image:Icon Links.png]] and select '''Edit bags'''
# Read more about [[{{Link}}Organisation BagList|how to edit bags]]

[[Category:F01{{Langcat|Organisation MainSearch}}]]