ΒΆ Corporate Structure Changes
These changes impact the way Corporate Structure is defined in Tangilla. It is important to understand how these changes will impact your organisation. If you have questions about this, please get in touch via help@tangilla.com
Historically the Corporate Structure for Offices has been defined by the main_office_id and branch_type fields in the M1 Office Record. It has become increasingly clear that these records can be unreliable when a Office is not Primary to your Association.
Tangilla has always held a local version of branch_type in the form of the reso_office_type and considered this the more accurate source of this infomation. From April 7 2022 Tangilla will also hold a local version of main_office_id these fields will be used as the source of truth for Offices in Tangilla for the purposes of Corporate Structure on or after April 18 2022.
The new field Main Office ID will appear under the Office Profile tab for Edit Offices (see sample below)
The M1 version of Main Office ID will remain under Relationships, however this will be set to read only and where your Association is Primary for the Office, Tangilla will maintain this record on M1 for you from today based on the local verions of the field.
Following the completion of the transition branch_type will also be set to read only and where your Association is Primary for the Office, Tangilla will maintain this record on M1 for you. reso_office_type of Firm will be [M]ain, reso_office_type of Branch will be [B]ranch and all other reso_office_type will be [S]ingle.
As part of this transition, Tangilla will pre-poulate the local version of main_office_id with the data from M1. You should use the Report Offices > Corporate Structure Information from M1 to review the structure and monitor changes that you make to both main_office_id and reso_office_type.
This transition is most important for
Officesthat yourAssociationis notPrimaryfor and as a result you don't have control over.