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2023-03-03T06:58:06Z

Marked this version for translation

← Older revision		Revision as of 06:58, 3 March 2023
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	== Create or Edit Organization Groups ==		== Create or Edit Organization Groups == <!--T:1-->

			<!--T:2-->
	In this view you can create [[{{Link}}Organisation Group\|organization groups]] and edit organization group settings.		In this view you can create [[{{Link}}Organisation Group\|organization groups]] and edit organization group settings.

			<!--T:3-->
	Since an organization group is always part of a [[{{Link}}Main Group\|main group]], you access organization groups through the main groups. This means that you always have to select a main group to access organization groups.		Since an organization group is always part of a [[{{Link}}Main Group\|main group]], you access organization groups through the main groups. This means that you always have to select a main group to access organization groups.

	=== How to - Show the Create or Edit Organization Group View ===		=== How to - Show the Create or Edit Organization Group View === <!--T:4-->

			<!--T:5-->
	# Click '''navigate''' next to the main group name in the [[{{Link}}Organisation MainGroups\|Main groups]] view		# Click '''navigate''' next to the main group name in the [[{{Link}}Organisation MainGroups\|Main groups]] view
	#:* The [[{{Link}}Organisation UnitsOnLevel\|Navigate view]] is displayed, with a table showing the main group contents, one [[{{Link}}Organisation Level\|organization level]] and the organization groups on that level		#:* The [[{{Link}}Organisation UnitsOnLevel\|Navigate view]] is displayed, with a table showing the main group contents, one [[{{Link}}Organisation Level\|organization level]] and the organization groups on that level
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	# To edit an existing organization group, click on the name of the organization group you want to edit		# To edit an existing organization group, click on the name of the organization group you want to edit

	=== How to - Create a New Organization Group ===		=== How to - Create a New Organization Group === <!--T:6-->

			<!--T:7-->
	If organization groups are imported from external registries, they should be defined in those registries and not in Pro 9.		If organization groups are imported from external registries, they should be defined in those registries and not in Pro 9.

			<!--T:8-->
	# Add the relevant information		# Add the relevant information
	#:* Enter a '''name'''		#:* Enter a '''name'''
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	# Click '''save'''		# Click '''save'''

	=== How to - Edit Existing Organization Groups ===		=== How to - Edit Existing Organization Groups === <!--T:9-->

			<!--T:10-->
	If organization groups are imported from external registries, they should be defined in those registries and not in Pro 9.		If organization groups are imported from external registries, they should be defined in those registries and not in Pro 9.

			<!--T:11-->
	# If you want to change the organization group´s general information:		# If you want to change the organization group´s general information:
	## Change or add relevant information in the '''name''', '''description''', '''info''' and '''address'''		## Change or add relevant information in the '''name''', '''description''', '''info''' and '''address'''
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	## Click '''save'''		## Click '''save'''

			<!--T:12-->
	At the bottom of the view, three frames are displayed: ''Attributes'', ''Owned organization groups on underlying level'' or ''Owned objects'' and ''Other''.		At the bottom of the view, three frames are displayed: ''Attributes'', ''Owned organization groups on underlying level'' or ''Owned objects'' and ''Other''.

			<!--T:13-->
	# The ''Attributes'' section displays attributes for the selected organization group		# The ''Attributes'' section displays attributes for the selected organization group
	#:* Edit the attribute values if needed		#:* Edit the attribute values if needed
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	#:* The frame contains information about the organization group: who created it and when, who made the latest changes and when		#:* The frame contains information about the organization group: who created it and when, who made the latest changes and when

	=== How to - Manage Graphs ===		=== How to - Manage Graphs === <!--T:14-->

			<!--T:15-->
	Read more about [[{{Link}}Organisation_Graphs\|how to manage graphs]]		Read more about [[{{Link}}Organisation_Graphs\|how to manage graphs]]

Toptiuser: Created page with " == Create or Edit Organization Groups == In this view you can create organization groups and edit organization group settings. Since an organization group is always part of a main group, you access organization groups through the main groups. This means that you always have to select a main group to access organization groups. === How to - Show the Create or Edit Organization Group View === # Click '''..."

2023-02-15T14:43:56Z

Created page with "<translate> == Create or Edit Organization Groups == In this view you can create [[{{Link}}Organisation Group|organization groups]] and edit organization group settings. Since an organization group is always part of a [[{{Link}}Main Group|main group]], you access organization groups through the main groups. This means that you always have to select a main group to access organization groups. === How to - Show the Create or Edit Organization Group View === # Click '''..."

New page

<translate>
== Create or Edit Organization Groups ==

In this view you can create [[{{Link}}Organisation Group|organization groups]] and edit organization group settings.

Since an organization group is always part of a [[{{Link}}Main Group|main group]], you access organization groups through the main groups. This means that you always have to select a main group to access organization groups.

=== How to - Show the Create or Edit Organization Group View ===

# Click '''navigate''' next to the main group name in the [[{{Link}}Organisation MainGroups|Main groups]] view
#:* The [[{{Link}}Organisation UnitsOnLevel|Navigate view]] is displayed, with a table showing the main group contents, one [[{{Link}}Organisation Level|organization level]] and the organization groups on that level
#:* The different levels are shown as tabs above the table heading row and the currently selected organization level is indicated in a light blue
# Select '''organization level''' by clicking a tab
# To create a new organization group, ensure the correct ''organization level'' is selected and click '''create new organization group''' in the '''Links''' menu [[Image:Icon Links.png]]
# To edit an existing organization group, click on the name of the organization group you want to edit

=== How to - Create a New Organization Group ===

If organization groups are imported from external registries, they should be defined in those registries and not in Pro 9.

# Add the relevant information
#:* Enter a '''name'''
#:* Add a '''description''' for the group
#:* Add extra '''info''' if necessary
#:* Add '''address'''
# Change '''main group''' if necessary
# Select '''owner''' (the organization group on the organization level above, that this organization group belongs to)
# Check the box '''active''' if the organization group should be active
# Click '''save'''

=== How to - Edit Existing Organization Groups ===

If organization groups are imported from external registries, they should be defined in those registries and not in Pro 9.

# If you want to change the organization group´s general information:
## Change or add relevant information in the '''name''', '''description''', '''info''' and '''address'''
##* '''Note:''' The main group and organization level is not editable
## Change '''owner''' (the organization group on the organization level above, that this organization group belongs to)
## Check the box '''active''' if the organization group should be active
## Click '''save'''

At the bottom of the view, three frames are displayed: ''Attributes'', ''Owned organization groups on underlying level'' or ''Owned objects'' and ''Other''.

# The ''Attributes'' section displays attributes for the selected organization group
#:* Edit the attribute values if needed
# Open ''Owned organization groups on underlying level'' by clicking '''expand''' [[Image:Icon Expand.png]]
#:* The frame contains a table over the underlying levels that belong to the organization group
#:* In this table you can select levels to edit or book services for
#:* Open them by clicking on the name of the appropriate level you want to edit
# Open ''Owned objects'' by clicking '''expand''' [[Image:Icon Expand.png]]
#:* The frame contains a table over the objects that belong to the organization group
#:* In this table you can select objects to add to bag, book services for, move, handle attributes for or export to file from the action menu
#:** Check the box for each object you want to handle
#:** Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table and select an action
#:* Or open one object by clicking on the name
#:::* Read more about the [[Organisation EditObject|Edit object view]]
# Open ''Other'' by clicking '''expand''' [[Image:Icon Expand.png]]
#:* The frame contains information about the organization group: who created it and when, who made the latest changes and when

=== How to - Manage Graphs ===

Read more about [[{{Link}}Organisation_Graphs|how to manage graphs]]

</translate>

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

Organisation OrganisationUnit - Revision history

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