When you are entering transfer credits for a student and cannot find a particular institution, you can look the institution up by name, Colleague ID or CEEB code.  If the institution does not exist, it can be created, but many times an institution name may change and the record does actually exist in the system, but just needs to be updated. 

How to add a new Institution or update an existing one

1. Log in to Colleague and go to the INST screen
2. Search for the Institution, you can do this by name, Colleague ID or CEEB code. 

If the Institution record already exists:

1. Go into the existing record and make any changes on the INST screen first, then scroll to the bottom and click the detail button next to Organization Info and choose ORGP - Organization Profiles
2. If more than one address record appears, choose the one you want to update
3. Make any edits on the ORGP - Organization Profiles screen that you need to make.  If the name has changed, make sure the original name appears on the Other Name field.  This field is multi-valued so you can have more than one name on the Other Name field.  This is important in case you are trying to search on an old institution name.  The minimum value that you can enter on this screen to save the record is the Sort Name as it is the only required field on the screen.
4. Once all your edits are made, click Save and Update to go back to the INST screen.  Alternately you can click Save All which will save out of ORGP and INST and take you back to the menu.

If the institution does not exist:

1. You will be prompted with Record not found -- Reenter or Add, click Add
2. At the Enter the new corporation ID or RETURN for an assigned ID, hit ENTER which will bring you to the ORGP - Organization Profiles screen and Colleague will auto create a new Colleague ID for the institution.
3. In the Source field, you can enter OR - Organization
4. Makes sure that the Name and Mail Label fields accurately reflect the name of the institution, it should auto populate from whatever name you searched on.
5. Sort name will appear in CAPS, this is ok, but again, if you searched on one or two words, make sure that the sort name accurately reflects the name of the institution.  This field is the ONLY required field on the screen, however Name, Mail Lable, Other Name (if there are any other names that the institution goes by) and Address should still be entered.
6. Address type should be BUS - Business
7. When finished click Save and Update to return to the INST screen and you can finish entering the institution data.  Items that should be filled in include:  Academic Calendar, Institution Type/Level, CEEB*, FICE (if known)
8. Save and Update to the Institutions LookUp or Save All to go back to the menu.