The Organization includes three separate forms that must be completed: Organization Details, Stakeholder Management, and Financial Capability.
For the Organization Details section, use the "Check Completeness" button on the Review and Submit page to highlight missing fields. Once there are no invalid or missing responses this section's status will be marked as complete.
For the Stakeholder section, provide the information of at least two primary users and one billing point of contact.
For the Financial Capability section, you must first start this form from the left side of the Organization Summary Record. Once started, you can complete the form in the Financial Capability tab.