Changes for page Administration

Last modified by karimpirani on 2014/07/03 15:02
From version Icon 8.1 Icon
edited by sghareeb
on 2014/06/14 17:31
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To version Icon 11.1 Icon
edited by sghareeb
on 2014/06/14 17:36
Change comment: There is no comment for this version

Summary

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18 18  
19 19  * Organizational Unit definition is the creation of the units and subunits of an organization. This enables you to organize clients and users according to where they operate in the organization and group them for purposes of data visibility, reporting and security.
20 20  
21 -**What is [[Client Creation>>doc:Client Creation]]? [[**Details Here**>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/adding-clients.html]]**
21 +**What is [[Client Creation>>doc:Client Creation]]?**
22 22  
23 23  * Client Creation is the process of identifying the people that your organization will serve - name, date of birth, gender, identification code
24 24  * Client creation also involves assigning a client to an organizational unit, and classifying the client with any appropriate taxonomy tags
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27 27  
28 28  * Responsibility Creation involves relating staff, clients, and organizational units.
29 29  * It allows you to define responsibility between:
30 -** a staff person and an [[Organization>>url:https://oanet-oacanshelpguide.pbworks.com/w/page/165542/Organizational-Unit-Responsibilities]]
31 -** a staff person and [[Clients>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/client-responsibilities.html]]
30 +** a staff person and an [[__Organization__>>doc:Organzation]]
31 +** a staff person and [[__Clients__>>doc:Clients]]
32 32  ** a staff person and another staff person, e.g. [[Supervisor Responsibilities>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/supervisor-responsibilities.html]]
33 33  
34 34  **What is Taxonomy Creation AKA Tagging? [[**Details Here**>>url:file:///Users/steveghareebma/Google%20Drive/sales/_Documentation/Old%20PB%20Wiki%20Documentatopm/smr_help/tag-creation.html]]**