Organisation UnitsOnLevel: Difference between revisions
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(Created page with "<translate> == Navigate Organization Structure == In the ''Navigate'' view, you can see the full [[{{Link}}Organisation Structure|organization structure]] with all [[{{Link}}Organisation Group|organization groups]]. This is also where you manually may create an organization group on any [[{{Link}}Organisation Level|level]]. The [[{{Link}}Attribute|attribute]] import on organization groups is also found in this view. In this view, you also have the setting to "check" if...") |
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== Navigate Organization Structure == | == Navigate Organization Structure == <!--T:1--> | ||
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In the ''Navigate'' view, you can see the full [[{{Link}}Organisation Structure|organization structure]] with all [[{{Link}}Organisation Group|organization groups]]. This is also where you manually may create an organization group on any [[{{Link}}Organisation Level|level]]. The [[{{Link}}Attribute|attribute]] import on organization groups is also found in this view. In this view, you also have the setting to "check" if an organization group is active or not. By unchecking the box '''active''' you are no longer be able to move object to that unit or book service charges to it either. | In the ''Navigate'' view, you can see the full [[{{Link}}Organisation Structure|organization structure]] with all [[{{Link}}Organisation Group|organization groups]]. This is also where you manually may create an organization group on any [[{{Link}}Organisation Level|level]]. The [[{{Link}}Attribute|attribute]] import on organization groups is also found in this view. In this view, you also have the setting to "check" if an organization group is active or not. By unchecking the box '''active''' you are no longer be able to move object to that unit or book service charges to it either. | ||
=== How to - Show the Navigate View === | === How to - Show the Navigate View === <!--T:3--> | ||
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# Click the [[{{Link}}Organisation Default|role Organization Management]] in the navigation tree | # Click the [[{{Link}}Organisation Default|role Organization Management]] in the navigation tree | ||
# Select '''Organization structure > Manage main groups''' | # Select '''Organization structure > Manage main groups''' | ||
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#:* The different levels are shown above the table heading row. The current organization level is indicated by a tinted field | #:* The different levels are shown above the table heading row. The current organization level is indicated by a tinted field | ||
=== How to - Navigate Main Group and Edit Organization Groups === | === How to - Navigate Main Group and Edit Organization Groups === <!--T:5--> | ||
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# Click on the appropriate [[{{Link}}Organisation Level|organization level]] in the bar | # Click on the appropriate [[{{Link}}Organisation Level|organization level]] in the bar | ||
#:* To view only active organization groups, check '''show only active''' | #:* To view only active organization groups, check '''show only active''' | ||
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#:* Read more about [[{{Link}}Organisation OrganisationUnit|how to edit organization groups]] | #:* Read more about [[{{Link}}Organisation OrganisationUnit|how to edit organization groups]] | ||
=== How to - Create a New Organization Group === | === How to - Create a New Organization Group === <!--T:7--> | ||
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# Click '''create new organization group''' in the '''Links''' menu [[Image:Icon Links.png]] | # Click '''create new organization group''' in the '''Links''' menu [[Image:Icon Links.png]] | ||
#:* Read more about [[{{Link}}Organisation OrganisationUnit|how to create new organization groups]] | #:* Read more about [[{{Link}}Organisation OrganisationUnit|how to create new organization groups]] | ||
=== How to - Import Attributes and Values on Organization Groups === | === How to - Import Attributes and Values on Organization Groups === <!--T:9--> | ||
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# Click '''import attributes and values''' in the '''Links''' menu [[Image:Icon Links.png]] | # Click '''import attributes and values''' in the '''Links''' menu [[Image:Icon Links.png]] | ||
#:* Read more about [[{{Link}}Organisation GroupAttributeImport|how to import attributes and values on organization groups]] | #:* Read more about [[{{Link}}Organisation GroupAttributeImport|how to import attributes and values on organization groups]] | ||
Latest revision as of 06:59, 3 March 2023
In the Navigate view, you can see the full organization structure with all organization groups. This is also where you manually may create an organization group on any level. The attribute import on organization groups is also found in this view. In this view, you also have the setting to "check" if an organization group is active or not. By unchecking the box active you are no longer be able to move object to that unit or book service charges to it either.
- Click the role Organization Management in the navigation tree
- Select Organization structure > Manage main groups
- A list of main groups is shown
- Click navigate next to the main group you want to explore
- A table showing the main group contents, one organization level and organization groups on that level is displayed
- The different levels are shown above the table heading row. The current organization level is indicated by a tinted field
- Click on the appropriate organization level in the bar
- To view only active organization groups, check show only active
- To view only organization groups that are not part of a group on a higher level, check show only organization groups with no owner
- Use the toolbar to search in or filter the table of organization groups
- Select an organization group by clicking on the name of the group you want to edit
- The view Edit organization group opens
- Read more about how to edit organization groups
How to - Create a New Organization Group
- Click create new organization group in the Links menu
- Read more about how to create new organization groups
How to - Import Attributes and Values on Organization Groups
- Click import attributes and values in the Links menu
- Read more about how to import attributes and values on organization groups