Organisation OrganisationUnit

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

1. Click navigate next to the main group name in the Main groups view

   • The Navigate view is displayed, with a table showing the main group contents, one 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

2. Select organization level by clicking a tab
3. To create a new organization group, ensure the correct organization level is selected and click create new organization group in the Links menu
4. 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.

1. Add the relevant information

   • Enter a name
   • Add a description for the group
   • Add extra info if necessary
   • Add address

2. Change main group if necessary
3. Select owner (the organization group on the organization level above, that this organization group belongs to)
4. Check the box active if the organization group should be active
5. 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.

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

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

1. The Attributes section displays attributes for the selected organization group

   • Edit the attribute values if needed

2. Open Owned organization groups on underlying level by clicking expand

   • 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

3. Open Owned objects by clicking expand

   • 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 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 Edit object view

4. Open Other by clicking expand

   • 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 how to manage graphs