You MUST add an organization. Institution is the Vireo default level and should not ever be changed.
A category must be chosen for each workflow, aka Organization. The category names are created in Organization Settings under the Workflow Management tab. These are simply labels for organizing workflows and can be changed to anything that is suitable to your institution.
Before creating Organizations / workflows, you should decide whether you need to enable Hierarchical Organization Management in Organization Settings under the Workflow Management tab.
Benefits of hierarchies Enabling Hierarchical Organization Management allows child organizations to inherit (or copy) the settings of a parent. Upon creation the child organization will be exactly the same as the parent until a customization is made.
Changes made at the parent level will be inherited (or copied down) by the child levels to ensure consistency and make updating easier.
Hierarchies are displayed and organized by category in a triptych in Vireo. This means you can view up to 3 levels at a time: parent, child, grandchild or College B / M.S. Thesis / Biology in the example below.
If Hierarchical Organization Management is disabled, multiple workflows can still be created but they will be unrelated. Initial set up and all changes will be done individually and there will be no triptych.
All of the workflows will be in alphabetical order in a single column as seen in the image below.
Upon initial set up of Vireo 4, the only workflow that exists is the default workflow for Institution which should NEVER be used for real submissions. It is a template of default settings and should remain unchanged.
The Create Organization Box will begin by prompting you to create a top level or parent workflow. A category for the top level will need to be chosen, as well as a name for an organization in the category. You could read the box below as "In the Category of College, I want to add a parent (or top level) organization/workflow named College of Science to the Institution."
Once the parent or top level organization is made and when Hierarchical Organization Management is enabled, the blue button changes to "Add to ___". you could read the box below as "In the Category of Degree, I want to add an organization/workflow named Masters Thesis to the parent College B."
When Hierarchical Organization Management is disabled, it may help to read the box like this. "In the Category of Degree, I want to create an organization/workflow named Dissertation"
NOTE: Once a submission is made on an organization/workflow, that workflow can never be deleted. It can, however, be renamed and edited.